We are live on ! Find out more
KYN icon

Kayne Anderson Energy Infrastructure Fund
KYN

226 hedge funds and large institutions have $560M invested in Kayne Anderson Energy Infrastructure Fund in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 51

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

3% more funds holding

Funds holding: 220 → 226 (+6)

3% more capital invested

Capital invested by funds: $544M → $560M (+$15.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.06% less ownership

Funds ownership: 31.16% → 30.1% (-1.1%)

59% less call options, than puts

Call options by funds: $75K | Put options by funds: $182K

Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
85
Reduced
51
Closed
16
Calls
$75K
Puts
$182K
Net Calls
-$107K
Net Calls Change
-$376K

Top Buyers

1
MWM
Meridian Wealth Management
Kentucky
+$4.3M
2
Morgan Stanley
Morgan Stanley
New York
+$4.06M
3
Wells Fargo
Wells Fargo
California
+$3.12M
4
COLIM
City of London Investment Management
United Kingdom
+$2.99M
5
SCM
Saba Capital Management
New York
+$2.91M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$28.8M
2
PCM
Penserra Capital Management
California
-$10.6M
3
RCM
Rivernorth Capital Management
Florida
-$5.62M
4
RJA
Raymond James & Associates
Florida
-$5.06M
5
PBM
Propel Bio Management
California
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIG
101
Lokken Investment Group
Delaware
$436K – – –
OA
102
Operose Advisors
Wisconsin
$420K – – –
AWM
103
Axxcess Wealth Management
California
$418K +$21.3K +2,003 +6%
Brown Advisory
104
Brown Advisory
Maryland
$412K -$28.8M -2,708,476 -99%
FFA
105
First Foundation Advisors
California
$412K -$5.79K -545 -1%
MC
106
Moors & Cabot
Massachusetts
$396K – – –
PI
107
Parkside Investments
Illinois
$393K – – –
Mariner
108
Mariner
Kansas
$371K +$126K +11,811 +54%
CWM
109
Centurion Wealth Management
Virginia
$371K +$358K +33,701 New
CCG
110
Catalina Capital Group
California
$361K +$2.66K +250 +0.8%
BW
111
Bison Wealth
Georgia
$360K – – –
CL
112
Choreo LLC
Illinois
$358K +$38.4K +3,609 +13%
KAS
113
Kestra Advisory Services
Texas
$357K +$14.4K +1,357 +4%
JIC
114
Johnson Investment Counsel
Ohio
$348K – – –
SIA
115
Schechter Investment Advisors
Michigan
$347K – – –
First Trust Advisors
116
First Trust Advisors
Illinois
$345K +$116K +10,916 +53%
HAG
117
HighPoint Advisor Group
Illinois
$340K -$4.4K -414 -1%
BBL
118
Beck Bode LLC
Massachusetts
$333K -$155K -14,550 -32%
JAG
119
Journey Advisory Group
Kentucky
$310K – – –
DADC
120
D.A. Davidson & Co
Montana
$306K – – –
MWM
121
Mission Wealth Management
California
$304K +$293K +27,600 New
NFG
122
Nations Financial Group
Iowa
$299K -$16K -1,502 -5%
PPH
123
Pure Portfolios Holdings
Oregon
$299K +$289K +27,179 New
CPIG
124
Chicago Partners Investment Group
Illinois
$297K +$5.41K +509 +2%
PA
125
Pinnacle Associates
New York
$276K +$23.1K +2,174 +7%
3 4
5
6 7

KYN Hedge Fund Activity: Q3 2024 in Review

226 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q3 2024, worth a combined $560M — up 2.8% from $544M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KYN positions and 16 closed out — a net gain of 10 holders — while 85 added to existing stakes and 51 trimmed.

The largest buyer was Meridian Wealth Management, opening a new position worth an estimated $4.3M. The largest seller was Brown Advisory, cutting an estimated $28.8M.

  • 226 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q3 2024, up from 220 in Q2 2024.
  • Funds reported $560M of Kayne Anderson Energy Infrastructure Fund stock for Q3 2024, up 2.8% quarter-over-quarter.
  • 26 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q3 2024 and 16 closed out, a net change of +10 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q3 2024 was Meridian Wealth Management, an estimated $4.3M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q3 2024 was Brown Advisory, an estimated $28.8M sold.

Based on aggregated 13F filings for Q3 2024.