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Kayne Anderson Energy Infrastructure Fund
KYN

162 hedge funds and large institutions have $903M invested in Kayne Anderson Energy Infrastructure Fund in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 34

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

4% more funds holding

Funds holding: 156 → 162 (+6)

0.29% more ownership

Funds ownership: 24.93% → 25.22% (+0.29%)

1% less capital invested

Capital invested by funds: $909M → $903M (-$5.47M)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

Holders
162
Holders Change
+6
Holders Change %
+3.85%
% of All Funds
5.25%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.36%
New
16
Increased
75
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$16.1M
2
Bank of America
Bank of America
North Carolina
+$9.66M
3
Morgan Stanley
Morgan Stanley
New York
+$6.8M
4
SIA
Sit Investment Associates
Minnesota
+$5.8M
5
CBB
Citizens Business Bank
California
+$5.24M

Top Sellers

1
RP
Raiff Partners
New York
-$3.89M
2
DBG
De Burlo Group
Massachusetts
-$3.78M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.84M
4
Wells Fargo
Wells Fargo
California
-$2.18M
5
AAM
Advisors Asset Management
Colorado
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
GGPS
151
Gary Goldberg Planning Services
New York
$18K – – –
JFA
152
JNBA Financial Advisors
Minnesota
$18K – – –
FANJ
153
Financial Architects (New Jersey)
New Jersey
$15K – – –
LIA
154
LS Investment Advisors
Michigan
$14K – – –
SNT
155
Security National Trust
West Virginia
$12K – – –
SHWM
156
Smith & Howard Wealth Management
Georgia
$12K – – –
FMII
157
Farmers & Merchants Investments Inc
Nebraska
$11K -$3.6K -100 -25%
DAM
158
Delta Asset Management
Tennessee
$6K – – –
FHA
159
First Horizon Advisors
Tennessee
$6K – – –
GT
160
Greenleaf Trust
Michigan
$6K – – –
KTC
161
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
PMFA
162
Plante Moran Financial Advisors
Michigan
$5K +$216 +6 +4%
DADC
163
D.A. Davidson & Co
Montana
$3K – – –
RP
164
Raiff Partners
New York
– -$3.89M -100,000 Closed
SI
165
SII Investments
Wisconsin
– -$262K -6,705 Closed
OMC
166
Overbrook Management Corp
New York
– -$245K -6,310 Closed
RBC
167
Ronald Blue & Co
Georgia
– -$229K -5,901 Closed
HCMNY
168
Howard Capital Management (New York)
New York
– -$214K -5,500 Closed
PFO
169
Pathstone Family Office
New Jersey
– -$57K -1,458 Closed
TRCT
170
Tower Research Capital (TRC)
New York
– -$38K -971 Closed
IWC
171
Integrated Wealth Counsel
California
– -$19K -500 Closed
BIM
172
BlackRock Investment Management
Delaware
– -$4K -114 Closed
3 4 5 6
7

KYN Hedge Fund Activity: Q3 2013 in Review

162 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q3 2013, worth a combined $903M — down 0.6% from $909M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KYN positions and 9 closed out — a net gain of 7 holders — while 75 added to existing stakes and 34 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $16.1M. The largest seller was Raiff Partners, exiting entirely with an estimated $3.89M sold.

  • 162 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q3 2013, up from 156 in Q2 2013.
  • Funds reported $903M of Kayne Anderson Energy Infrastructure Fund stock for Q3 2013, down 0.6% quarter-over-quarter.
  • 16 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q3 2013 and 9 closed out, a net change of +7 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q3 2013 was Cambridge Investment Research Advisors, an estimated $16.1M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q3 2013 was Raiff Partners, an estimated $3.89M sold.

Based on aggregated 13F filings for Q3 2013.