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Kayne Anderson Energy Infrastructure Fund

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: 13 (+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: 183223 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
101
Nations Financial Group
Iowa
$290K +$276K +33,033 New
BW
102
Bison Wealth
Georgia
$287K -$109K -13,060 -29%
CCG
103
Catalina Capital Group
California
$286K +$272K +32,534 New
SIA
104
Schechter Investment Advisors
Michigan
$277K
PA
105
Pinnacle Associates
New York
$276K -$794 -95 -0.3%
JAG
106
Journey Advisory Group
Kentucky
$263K
CA
107
Cornerstone Advisors
North Carolina
$263K +$250K +29,900 New
Walleye Capital
108
Walleye Capital
New York
$261K +$248K +29,721 New
CB
109
Commerce Bank
Missouri
$258K -$8.67K -1,037 -3%
DADC
110
D.A. Davidson & Co
Montana
$253K +$53.8K +6,436 +29%
CWM
111
Centurion Wealth Management
Virginia
$246K
FCH
112
Freestone Capital Holdings
Washington
$246K -$119K -14,274 -34%
BA
113
Bard Associates
Illinois
$241K +$56.6K +6,774 +33%
POIA
114
Pin Oak Investment Advisors
Texas
$238K -$4.39K -525 -2%
MFWP
115
Mosaic Family Wealth Partners
Missouri
$234K +$18.2K +2,173 +9%
SWM
116
Spire Wealth Management
Virginia
$234K
SA
117
SFI Advisors
New Jersey
$225K +$214K +25,596 New
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$221K -$83.8K -10,020 -29%
Corient Private Wealth
119
Corient Private Wealth
Florida
$219K +$961 +115 +0.5%
EBWM
120
Eagle Bluffs Wealth Management
Missouri
$217K +$207K +24,751 New
PTP
121
Platform Technology Partners
New York
$216K +$69.2K +8,276 +50%
SSWM
122
Strait & Sound Wealth Management
California
$211K +$209K +24,941 New
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$210K +$76.6K +9,167 +62%
CPIG
124
Chicago Partners Investment Group
Illinois
$209K +$201K +24,000 New
LCM
125
Leisure Capital Management
California
$204K +$195K +23,290 New

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.