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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
PI
126
Parkside Investments
Illinois
$201K -$20.9K -2,500 -10%
CAG
127
Csenge Advisory Group
Florida
$201K +$98.2K +11,745 +106%
AWM
128
Apollon Wealth Management
South Carolina
$197K +$46.8K +5,592 +33%
NHC
129
Nicholas Hoffman & Company
Georgia
$195K +$185K +22,153 New
HCM
130
Hollencrest Capital Management
California
$176K
PCM
131
Pointe Capital Management
Michigan
$173K +$165K +19,718 New
AFG
132
Atomi Financial Group
New York
$172K +$2.38K +285 +1%
WC
133
Waterloo Capital
Texas
$165K +$19.8K +2,370 +14%
First Trust Advisors
134
First Trust Advisors
Illinois
$152K +$5.05K +604 +4%
PAG
135
Private Advisor Group
New Jersey
$152K +$145K +17,345 New
HI
136
Harbour Investments
Wisconsin
$149K +$142K +16,993 New
CIA
137
Concurrent Investment Advisors
Florida
$149K +$142K +16,954 New
ASN
138
Advisory Services Network
Georgia
$147K +$140K +16,789 New
KAS
139
Kestra Advisory Services
Texas
$141K +$134K +16,002 New
TP
140
Tranquility Partners
Tennessee
$138K +$3.03K +362 +2%
IFG
141
Independent Financial Group
California
$130K +$124K +14,845 New
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$129K +$192 +23 +0.2%
SI
143
Stephens Inc
Arkansas
$127K +$121K +14,466 New
DC
144
Davenport & Co
Virginia
$122K +$1.02K +122 +0.9%
CIAS
145
Capital Investment Advisory Services
North Carolina
$120K -$6.84K -818 -6%
SCM
146
Sollinda Capital Management
Florida
$119K +$114K +13,604 New
HKAM
147
Horizon Kinetics Asset Management
New York
$119K +$8.51K +1,018 +8%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$119K +$113K +13,571 New
ACH
149
ArrowMark Colorado Holdings
Colorado
$119K
BCA
150
Bay Colony Advisors
Massachusetts
$112K +$106K +12,728 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.