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Kayne Anderson Energy Infrastructure Fund

227 hedge funds and large institutions have $585M invested in Kayne Anderson Energy Infrastructure Fund in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $604K | Put options by funds: $230K

39% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 57

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $526M → $585M (+$59.5M)

2% more funds holding

Funds holding: 223227 (+4)

0.83% less ownership

Funds ownership: 35.42%34.59% (-0.83%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
227
Holders Change
+4
Holders Change %
+1.79%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
29
Increased
79
Reduced
57
Closed
22
Calls
$604K
Puts
$230K
Net Calls
+$374K
Net Calls Change
+$660K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Axxcess Wealth Management
California
$360K +$18.2K +2,017 +6%
PI
102
Parkside Investments
Illinois
$358K +$117K +12,900 +56%
Northern Trust
103
Northern Trust
Illinois
$345K -$168K -18,606 -35%
OP
104
ORG Partners
Indiana
$329K +$298K +33,026 New
BW
105
Bison Wealth
Georgia
$327K
CCG
106
Catalina Capital Group
California
$326K
KAS
107
Kestra Advisory Services
Texas
$324K +$148K +16,360 +102%
CB
108
Commerce Bank
Missouri
$321K +$24.4K +2,700 +9%
SIA
109
Schechter Investment Advisors
Michigan
$316K
PA
110
Pinnacle Associates
New York
$306K -$7.69K -851 -3%
JAG
111
Journey Advisory Group
Kentucky
$300K
NFG
112
Nations Financial Group
Iowa
$293K -$33.8K -3,740 -11%
NW
113
NewEdge Wealth
Pennsylvania
$293K +$276K +30,530 New
HAG
114
HighPoint Advisor Group
Illinois
$291K +$560 +62 +0.2%
CWM
115
Centurion Wealth Management
Virginia
$281K
SWM
116
Spire Wealth Management
Virginia
$281K
DADC
117
D.A. Davidson & Co
Montana
$278K -$9.04K -1,000 -3%
BA
118
Bard Associates
Illinois
$272K -$2.62K -290 -1%
MFWP
119
Mosaic Family Wealth Partners
Missouri
$270K +$2.78K +308 +1%
PAG
120
Private Advisor Group
New Jersey
$263K +$80.4K +8,898 +51%
Calamos Advisors
121
Calamos Advisors
Illinois
$257K +$232K +25,721 New
POIA
122
Pin Oak Investment Advisors
Texas
$255K -$15.4K -1,700 -6%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$252K
Corient Private Wealth
124
Corient Private Wealth
Florida
$246K
BAM
125
Bayshore Asset Management
Florida
$240K +$217K +24,000 New

KYN Hedge Fund Activity: Q1 2024 in Review

227 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q1 2024, worth a combined $585M — up 11% from $526M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KYN positions and 22 closed out — a net gain of 7 holders — while 79 added to existing stakes and 57 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $52.8M. The largest seller was Morgan Stanley, cutting an estimated $56M.

  • 227 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q1 2024, up from 223 in Q4 2023.
  • Funds reported $585M of Kayne Anderson Energy Infrastructure Fund stock for Q1 2024, up 11% quarter-over-quarter.
  • 29 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q1 2024 and 22 closed out, a net change of +7 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $52.8M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q1 2024 was Morgan Stanley, an estimated $56M sold.

Based on aggregated 13F filings for Q1 2024.