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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
CPIG
126
Chicago Partners Investment Group
Illinois
$239K +$4.92K +545 +2%
SSWM
127
Strait & Sound Wealth Management
California
$238K
LCM
128
Leisure Capital Management
California
$233K
AWM
129
Apollon Wealth Management
South Carolina
$231K +$5.65K +625 +3%
EBWM
130
Eagle Bluffs Wealth Management
Missouri
$224K -$21.4K -2,373 -10%
Two Sigma Investments
131
Two Sigma Investments
New York
$224K +$202K +22,333 New
CAG
132
Csenge Advisory Group
Florida
$217K -$10.3K -1,142 -5%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$214K -$218K -24,158 -53%
TSS
134
Two Sigma Securities
New York
$212K +$192K +21,204 New
HCM
135
Hollencrest Capital Management
California
$200K
PCM
136
Pointe Capital Management
Michigan
$197K
First Trust Advisors
137
First Trust Advisors
Illinois
$193K +$16.9K +1,874 +11%
WC
138
Waterloo Capital
Texas
$191K +$2.32K +257 +1%
Lazard Asset Management
139
Lazard Asset Management
New York
$188K +$170K +18,846 New
ASN
140
Advisory Services Network
Georgia
$186K +$16.3K +1,800 +11%
CIA
141
Concurrent Investment Advisors
Florida
$178K +$7.23K +800 +5%
Creative Planning
142
Creative Planning
Kansas
$170K +$45.7K +5,063 +42%
HI
143
Harbour Investments
Wisconsin
$168K -$1.74K -192 -1%
TCA
144
Transcend Capital Advisors
New Jersey
$164K +$44.1K +4,886 +43%
TP
145
Tranquility Partners
Tennessee
$160K +$2.21K +245 +2%
IFG
146
Independent Financial Group
California
$160K +$9.94K +1,100 +7%
DC
147
Davenport & Co
Virginia
$138K -$560 -62 -0.4%
CA
148
Cetera Advisors
Colorado
$137K +$124K +13,671 New
HKAM
149
Horizon Kinetics Asset Management
New York
$136K +$136 +15 +0.1%
AAS
150
Ameritas Advisory Services
Nebraska
$133K +$125K +13,825 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.