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Kayne Anderson Energy Infrastructure Fund

176 hedge funds and large institutions have $195M invested in Kayne Anderson Energy Infrastructure Fund in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

16% more capital invested

Capital invested by funds: $168M → $195M (+$26.8M)

5% more funds holding

Funds holding: 168176 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less call options, than puts

Call options by funds: $584K | Put options by funds: $608K

9% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 55

1.74% less ownership

Funds ownership: 23.24%21.5% (-1.7%)

Holders
176
Holders Change
+8
Holders Change %
+4.76%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
50
Reduced
55
Closed
16
Calls
$584K
Puts
$608K
Net Calls
-$24K
Net Calls Change
+$317K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
126
Simplex Trading
Illinois
$55K +$2.37K +343 +5%
OIA
127
Optimum Investment Advisors
Illinois
$52K -$33.8K -4,895 -40%
OC
128
Oakworth Capital
Alabama
$46K +$22.8K +3,304 +108%
S
129
SignatureFD
Georgia
$35K
MRCM
130
M&R Capital Management
New Jersey
$30K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$29K
EVM
132
Eaton Vance Management
Massachusetts
$22K +$20.7K +3,000 New
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$17K +$16.2K +2,350 New
GWM
134
Geneos Wealth Management
Colorado
$16K +$297 +43 +2%
Citigroup
135
Citigroup
New York
$16K +$380 +55 +3%
PFPT
136
Pinnacle Financial Partners (Tennessee)
Tennessee
$13K -$408 -59 -3%
First Manhattan
137
First Manhattan
New York
$13K
CFN
138
Cordasco Financial Network
Florida
$10K
APA
139
American Portfolios Advisors
New York
$8.15K
CWA
140
Clearview Wealth Advisors
Oregon
$8K
LF
141
Lee Financial
Texas
$8K
CFA
142
Carroll Financial Associates
North Carolina
$8K +$864 +125 +13%
CFD
143
Creative Financial Designs
Indiana
$7K -$4.84K -700 -41%
AW
144
Avion Wealth
Texas
$7K
HFA
145
Hoover Financial Advisors
Pennsylvania
$7K
EP
146
Eudaimonia Partners
Tennessee
$7K +$6.28K +909 New
KFS
147
Kelly Financial Services
Massachusetts
$6.78K
AIM
148
Anchor Investment Management
South Carolina
$6.45K
RIM
149
Rockbridge Investment Management
New York
$6K
BAM
150
Bellevue Asset Management
Washington
$5K

KYN Hedge Fund Activity: Q1 2021 in Review

176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q1 2021, worth a combined $195M — up 16% from $168M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KYN positions and 16 closed out — a net gain of 10 holders — while 50 added to existing stakes and 55 trimmed.

The largest buyer was Brown Advisory, adding an estimated $18.6M. The largest seller was Morgan Stanley, cutting an estimated $22.4M.

  • 176 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q1 2021, up from 168 in Q4 2020.
  • Funds reported $195M of Kayne Anderson Energy Infrastructure Fund stock for Q1 2021, up 16% quarter-over-quarter.
  • 26 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q1 2021 and 16 closed out, a net change of +10 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q1 2021 was Brown Advisory, an estimated $18.6M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q1 2021 was Morgan Stanley, an estimated $22.4M sold.

Based on aggregated 13F filings for Q1 2021.