We are live on ! Find out more
KYN icon

Kayne Anderson Energy Infrastructure Fund

168 hedge funds and large institutions have $575M invested in Kayne Anderson Energy Infrastructure Fund in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $480M → $575M (+$94.9M)

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1% more funds holding

Funds holding: 166168 (+2)

0.95% more ownership

Funds ownership: 25.42%26.38% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 53

78% less call options, than puts

Call options by funds: $194K | Put options by funds: $899K

Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
3.85%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
18
Increased
51
Reduced
53
Closed
16
Calls
$194K
Puts
$899K
Net Calls
-$705K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
76
Mosaic Family Wealth
Missouri
$606K +$2.65K +146 +0.5%
TJHA
77
Thomas J. Herzfeld Advisors
Florida
$588K -$1.56K -86 -0.3%
BUB
78
BBVA USA Bancshares
Texas
$577K -$267K -14,690 -32%
Mariner
79
Mariner
Kansas
$528K +$55.4K +3,048 +12%
FAAS
80
First Allied Advisory Services
California
$501K +$7.28K +400 +2%
US Bancorp
81
US Bancorp
Minnesota
$488K -$7.02K -386 -1%
DWM
82
Dynasty Wealth Management
Florida
$488K +$471K +25,914 New
BA
83
Bard Associates
Illinois
$480K -$2.73K -150 -0.6%
CSIC
84
Clifford Swan Investment Counsel
California
$465K
BW
85
Bison Wealth
Georgia
$449K -$2.16K -119 -0.5%
CCM
86
Coe Capital Management
Illinois
$415K
Creative Planning
87
Creative Planning
Kansas
$407K +$166K +9,144 +73%
CAW
88
Cornerstone Advisors (Washington)
Washington
$380K +$6.8K +374 +2%
SWM
89
SeaCrest Wealth Management
New York
$374K +$1.98K +109 +0.6%
OIA
90
Optimum Investment Advisors
Illinois
$369K -$16.3K -896 -4%
LB
91
Landmark Bank
Missouri
$337K +$326K +17,917 New
PGA
92
Premia Global Advisors
Florida
$322K
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$302K +$1.33K +73 +0.5%
EA
94
Edge Advisors
Georgia
$299K +$68.8K +3,781 +31%
ACI
95
Alpha Cubed Investments
California
$298K -$11.5K -630 -4%
FMWA
96
Forvis Mazars Wealth Advisors
Missouri
$296K
AC
97
Addison Capital
Pennsylvania
$293K
CA
98
Crewe Advisors
Utah
$287K
DT
99
Diversified Trust
Tennessee
$285K +$37.1K +2,039 +16%
AIA
100
Avalon Investment & Advisory
Texas
$283K

KYN Hedge Fund Activity: Q2 2018 in Review

168 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q2 2018, worth a combined $575M — up 20% from $480M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new KYN positions and 16 closed out — a net gain of 2 holders — while 51 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.01M. The largest seller was Bank of America, cutting an estimated $2.63M.

  • 168 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q2 2018, up from 166 in Q1 2018.
  • Funds reported $575M of Kayne Anderson Energy Infrastructure Fund stock for Q2 2018, up 20% quarter-over-quarter.
  • 18 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q2 2018 and 16 closed out, a net change of +2 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q2 2018 was Morgan Stanley, an estimated $8.01M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q2 2018 was Bank of America, an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2018.