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Kayne Anderson Energy Infrastructure Fund
KYN

181 hedge funds and large institutions have $1.04B invested in Kayne Anderson Energy Infrastructure Fund in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

24% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 46

15% more capital invested

Capital invested by funds: $903M → $1.04B (+$135M)

12% more funds holding

Funds holding: 162 → 181 (+19)

0.64% more ownership

Funds ownership: 25.22% → 25.86% (+0.64%)

Holders
181
Holders Change
+19
Holders Change %
+11.73%
% of All Funds
5.25%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.41%
New
32
Increased
57
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.2M
2
CNB
City National Bank
California
+$8.32M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.83M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$4.22M
5
U
UBS
Switzerland
+$3.29M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.5M
2
SIA
Sit Investment Associates
Minnesota
-$4.75M
3
Brown Advisory
Brown Advisory
Maryland
-$4.38M
4
AAM
Advisors Asset Management
Colorado
-$3.63M
5
Deutsche Bank
Deutsche Bank
Germany
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
101
Sterneck Capital Management
Missouri
$643K – – –
WDA
102
Wendell David Associates
New Hampshire
$643K +$18.3K +500 +3%
FIG
103
Fusion Investment Group
Pennsylvania
$641K +$590K +16,084 New
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$637K -$35.3K -962 -6%
CCS
105
Crosspoint Capital Strategies
California
$623K +$622K +16,975 New
KC
106
Kingfisher Capital
North Carolina
$604K – – –
VKH
107
Virtu KCG Holdings
New York
$591K +$544K +14,827 New
EFSCE
108
Enterprise Financial Services Corp (EFSC)
Missouri
$587K +$49.2K +1,343 +10%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$550K -$320K -8,729 -39%
AIM
110
Arcadia Investment Management
Michigan
$540K -$70.4K -1,919 -12%
BFS
111
Bradley Foster & Sargent
Connecticut
$540K – – –
CAW
112
Cornerstone Advisors (Washington)
Washington
$537K +$345K +9,417 +231%
CAM
113
CG Asset Management
New York
$519K +$478K +13,028 New
EWM
114
Evercore Wealth Management
New York
$513K -$652K -17,786 -58%
SAM
115
Silvercrest Asset Management
New York
$507K +$35K +955 +8%
RJT
116
Raymond James Trust
Florida
$483K – – –
WS
117
Wedbush Securities
California
$477K -$173K -4,711 -28%
FNBT
118
FineMark National Bank & Trust
Florida
$468K +$74.3K +2,025 +21%
FWIA
119
Fort Washington Investment Advisors
Ohio
$430K -$73.3K -2,000 -16%
WSFS
120
Wilmington Savings Fund Society
Delaware
$392K – – –
OA
121
Oxbow Advisors
Texas
$387K – – –
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$378K +$348K +9,490 New
KPCM
123
Kings Point Capital Management
New York
$376K – – –
NL
124
NWAM LLC
Washington
$365K +$27.2K +743 +9%
AG
125
Aperio Group
California
$359K -$330K -9,000 Closed
3 4
5
6 7

KYN Hedge Fund Activity: Q4 2013 in Review

181 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q4 2013, worth a combined $1.04B — up 15% from $903M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new KYN positions and 12 closed out — a net gain of 20 holders — while 57 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $13.2M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $16.5M.

  • 181 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q4 2013, up from 162 in Q3 2013.
  • Funds reported $1.04B of Kayne Anderson Energy Infrastructure Fund stock for Q4 2013, up 15% quarter-over-quarter.
  • 32 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q4 2013 and 12 closed out, a net change of +20 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q4 2013 was Bank of America, an estimated $13.2M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q4 2013 was Cambridge Investment Research Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2013.