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Kayne Anderson Energy Infrastructure Fund
KYN

223 hedge funds and large institutions have $526M invested in Kayne Anderson Energy Infrastructure Fund in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 77 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 21

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

71% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 45

52% more capital invested

Capital invested by funds: $346M → $526M (+$180M)

22% more funds holding

Funds holding: 183 → 223 (+40)

5.23% more ownership

Funds ownership: 30.18% → 35.42% (+5.2%)

80% less call options, than puts

Call options by funds: $72K | Put options by funds: $358K

Holders
223
Holders Change
+40
Holders Change %
+21.86%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
77
Reduced
45
Closed
21
Calls
$72K
Puts
$358K
Net Calls
-$286K
Net Calls Change
+$646K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.5M
2
RJA
Raymond James & Associates
Florida
+$18.7M
3
KACA
Kayne Anderson Capital Advisors
California
+$13.5M
4
RCM
Rivernorth Capital Management
Florida
+$8.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.29M

Top Sellers

1
CAN
Cetera Advisor Networks
California
-$7.33M
2
AFG
American Financial Group
Ohio
-$4.14M
3
MWM
Meridian Wealth Management
Kentucky
-$3.42M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.11M
5
SAM
Stansberry Asset Management
Texas
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
76
Laird Norton Wetherby Wealth Management
California
$553K -$18.5K -2,216 -3%
Comerica Bank
77
Comerica Bank
Texas
$516K -$19.3K -2,303 -4%
MMG
78
Monetary Management Group
Missouri
$482K -$12.5K -1,500 -3%
Cerity Partners
79
Cerity Partners
New York
$477K +$77.9K +9,321 +21%
Truist Financial
80
Truist Financial
North Carolina
$476K +$222K +26,549 +96%
Northern Trust
81
Northern Trust
Illinois
$466K +$163K +19,464 +58%
LNC
82
Lincoln National Corp
Pennsylvania
$463K +$9.77K +1,168 +2%
GLA
83
Good Life Advisors
Pennsylvania
$455K +$433K +51,816 New
GIA
84
Guyasuta Investment Advisors
Pennsylvania
$439K +$418K +50,030 New
US Bancorp
85
US Bancorp
Minnesota
$435K -$5.51K -659 -1%
SPIA
86
Steward Partners Investment Advisory
New York
$427K +$15.2K +1,822 +4%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$413K +$83.3K +9,959 +27%
SIMG
88
Sonora Investment Management Group
Arizona
$413K -$12K -1,435 -3%
LIG
89
Lokken Investment Group
Delaware
$400K +$381K +45,594 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$400K +$208K +24,858 +120%
USCWA
91
U.S. Capital Wealth Advisors
Texas
$372K -$25.1K -3,000 -7%
FFA
92
First Foundation Advisors
California
$370K +$225K +26,873 +177%
EFS
93
Essex Financial Services
Connecticut
$365K -$19.4K -2,324 -5%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$359K – – –
BIA
95
BHK Investment Advisors
Alabama
$356K +$46K +5,500 +16%
MC
96
Moors & Cabot
Massachusetts
$351K – – –
MA
97
Mutual Advisors
Nebraska
$346K -$744 -89 -0.2%
OA
98
Operose Advisors
Wisconsin
$335K – – –
AWM
99
Axxcess Wealth Management
California
$298K +$12.7K +1,517 +5%
HAG
100
HighPoint Advisor Group
Illinois
$291K +$248K +29,703 New
2 3
4
5 6

KYN Hedge Fund Activity: Q4 2023 in Review

223 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q4 2023, worth a combined $526M — up 52% from $346M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new KYN positions and 21 closed out — a net gain of 44 holders — while 77 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $72.5M. The largest seller was Cetera Advisor Networks, cutting an estimated $7.33M.

  • 223 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q4 2023, up from 183 in Q3 2023.
  • Funds reported $526M of Kayne Anderson Energy Infrastructure Fund stock for Q4 2023, up 52% quarter-over-quarter.
  • 65 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q4 2023 and 21 closed out, a net change of +44 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q4 2023 was Morgan Stanley, an estimated $72.5M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q4 2023 was Cetera Advisor Networks, an estimated $7.33M sold.

Based on aggregated 13F filings for Q4 2023.