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Kayne Anderson Energy Infrastructure Fund
KYN

220 hedge funds and large institutions have $544M invested in Kayne Anderson Energy Infrastructure Fund in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $624K | Put options by funds: $355K

14% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 65

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 227 → 220 (-7)

3.43% less ownership

Funds ownership: 34.59% → 31.16% (-3.4%)

7% less capital invested

Capital invested by funds: $585M → $544M (-$40.9M)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
74
Reduced
65
Closed
24
Calls
$624K
Puts
$355K
Net Calls
+$269K
Net Calls Change
-$105K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.91M
2
Bank of America
Bank of America
North Carolina
+$3.7M
3
Wells Fargo
Wells Fargo
California
+$2.87M
4
SWA
Stratos Wealth Advisors
Ohio
+$2.06M
5
ASN
Advisory Services Network
Georgia
+$1.28M

Top Sellers

1
MWM
Meridian Wealth Management
Kentucky
-$4.35M
2
RJA
Raymond James & Associates
Florida
-$4.21M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$2.63M
4
AAM
Advisors Asset Management
Colorado
-$1.87M
5
SCM
Saba Capital Management
New York
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
51
Independent Wealth Network
Iowa
$952K +$30.5K +3,086 +3%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$942K +$54.2K +5,488 +6%
AC
53
Aristides Capital
Kentucky
$941K – – –
PFS
54
Prospera Financial Services
Texas
$922K +$2.04K +207 +0.2%
KPWS
55
Kestra Private Wealth Services
Texas
$907K +$33.1K +3,348 +4%
BAMF
56
BI Asset Management Fondsmaeglerselskab
Denmark
$880K +$842K +85,186 New
AWA
57
Arete Wealth Advisors
Illinois
$859K -$48.7K -4,924 -6%
MSAM
58
Moloney Securities Asset Management
Missouri
$858K +$18.6K +1,886 +2%
SIA
59
Sit Investment Associates
Minnesota
$857K +$29.6K +3,000 +4%
TH
60
TCTC Holdings
Texas
$789K – – –
JWM
61
Jeppson Wealth Management
California
$782K -$10.3K -1,046 -1%
CA
62
Cornerstone Advisory
Maryland
$736K -$402K -40,636 -36%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$725K -$70.8K -7,161 -9%
LNWWM
64
Laird Norton Wetherby Wealth Management
California
$715K +$90.2K +9,129 +15%
Kayne Anderson Rudnick Investment Management
65
Kayne Anderson Rudnick Investment Management
California
$686K +$14.8K +1,493 +2%
Invesco
66
Invesco
Georgia
$685K +$217K +22,009 +50%
SA
67
Sanctuary Advisors
Indiana
$653K +$661K +66,945 New
SMH
68
Sanders Morris Harris
Texas
$632K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$622K -$22.8K -2,312 -4%
Comerica Bank
70
Comerica Bank
Texas
$615K -$61.8K -6,251 -10%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$587K -$62K -6,278 -10%
HH
72
Hilltop Holdings
Texas
$587K – – –
Cerity Partners
73
Cerity Partners
New York
$584K +$10.7K +1,087 +2%
GLA
74
Good Life Advisors
Pennsylvania
$569K +$10.7K +1,079 +2%
Truist Financial
75
Truist Financial
North Carolina
$563K +$12K +1,212 +2%
1 2
3
4 5

KYN Hedge Fund Activity: Q2 2024 in Review

220 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q2 2024, worth a combined $544M — down 7% from $585M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of KYN and 21 opened new positions — a net loss of 3 holders — while 65 trimmed existing stakes and 74 added.

The largest buyer was Morgan Stanley, adding an estimated $8.91M. The largest seller was Meridian Wealth Management, exiting entirely with an estimated $4.35M sold.

  • 220 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q2 2024, down from 227 in Q1 2024.
  • Funds reported $544M of Kayne Anderson Energy Infrastructure Fund stock for Q2 2024, down 7% quarter-over-quarter.
  • 21 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q2 2024 and 24 closed out, a net change of -3 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q2 2024 was Morgan Stanley, an estimated $8.91M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q2 2024 was Meridian Wealth Management, an estimated $4.35M sold.

Based on aggregated 13F filings for Q2 2024.