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Kayne Anderson Energy Infrastructure Fund

177 hedge funds and large institutions have $1.01B invested in Kayne Anderson Energy Infrastructure Fund in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 52

0.87% less ownership

Funds ownership: 25.86%24.98% (-0.87%)

3% less capital invested

Capital invested by funds: $1.04B → $1.01B (-$30.9M)

2% less funds holding

Funds holding: 181177 (-4)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.38%
New
13
Increased
72
Reduced
52
Closed
17
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$331K +$227K +6,109 +210%
AG
127
Aperio Group
California
$330K +$335K +9,000 New
WA
128
WFG Advisors
Texas
$328K +$15.5K +418 +5%
DWA
129
Douglass Winthrop Advisors
New York
$321K
BRWA
130
B. Riley Wealth Advisors
Florida
$307K +$207K +5,569 +199%
UR
131
USCA RIA
Texas
$283K -$14.9K -400 -5%
OC
132
Oppenheimer & Co
New York
$273K +$277K +7,443 New
HC
133
HHG & Company
Connecticut
$272K
HCA
134
Harbour Capital Advisors
Virginia
$268K -$12.7K -341 -4%
SI
135
SII Investments
Wisconsin
$263K +$483 +13 +0.2%
NPC
136
National Planning Corporation
California
$261K -$2.68K -72 -1%
NL
137
NWAM LLC
Washington
$260K -$77.1K -2,072 -23%
ACM
138
Antonetti Capital Management
Florida
$258K -$24.2K -650 -8%
EHC
139
Everett Harris & Co
California
$250K
ICAS
140
Investors Capital Advisory Services
Massachusetts
$241K +$3.68K +99 +2%
First Manhattan
141
First Manhattan
New York
$219K +$7.55K +203 +4%
FHC
142
First Heartland Consultants
Missouri
$204K
Barclays
143
Barclays
United Kingdom
$200K -$584K -15,705 -74%
1IC
144
1919 Investment Counsel
Maryland
$187K -$45.6K -1,225 -19%
PSI
145
Pinnacle Summer Investments
Virginia
$165K
SF
146
Synovus Financial
Georgia
$162K -$1.4M -37,759 -89%
RNS
147
Robert N. Shapiro
$153K
MDCM
148
Morgan Dempsey Capital Management
Wisconsin
$123K
AIG
149
American International Group
New York
$122K +$58.6K +1,577 +91%
OSNBOA
150
Old Second National Bank of Aurora
Illinois
$95K

KYN Hedge Fund Activity: Q1 2014 in Review

177 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q1 2014, worth a combined $1.01B — down 3% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KYN and 13 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 72 added.

The largest buyer was City National Bank, adding an estimated $6.74M. The largest seller was Bank of America, cutting an estimated $9.73M.

  • 177 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q1 2014, down from 181 in Q4 2013.
  • Funds reported $1.01B of Kayne Anderson Energy Infrastructure Fund stock for Q1 2014, down 3% quarter-over-quarter.
  • 13 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q1 2014 and 17 closed out, a net change of -4 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q1 2014 was City National Bank, an estimated $6.74M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q1 2014 was Bank of America, an estimated $9.73M sold.

Based on aggregated 13F filings for Q1 2014.