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Kayne Anderson Energy Infrastructure Fund
KYN

181 hedge funds and large institutions have $1.04B invested in Kayne Anderson Energy Infrastructure Fund in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

24% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 46

15% more capital invested

Capital invested by funds: $903M → $1.04B (+$135M)

12% more funds holding

Funds holding: 162 → 181 (+19)

0.64% more ownership

Funds ownership: 25.22% → 25.86% (+0.64%)

Holders
181
Holders Change
+19
Holders Change %
+11.73%
% of All Funds
5.25%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.41%
New
32
Increased
57
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.2M
2
CNB
City National Bank
California
+$8.32M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.83M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$4.22M
5
U
UBS
Switzerland
+$3.29M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.5M
2
SIA
Sit Investment Associates
Minnesota
-$4.75M
3
Brown Advisory
Brown Advisory
Maryland
-$4.38M
4
AAM
Advisors Asset Management
Colorado
-$3.63M
5
Deutsche Bank
Deutsche Bank
Germany
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$112K +$103K +2,801 New
OSNBOA
152
Old Second National Bank of Aurora
Illinois
$104K – – –
CTC
153
Central Trust Company
Missouri
$93K +$30.2K +823 +55%
NES
154
New England Securities
New York
$91K +$54.8K +1,495 +192%
ST
155
Stifel Trust
Missouri
$86K – – –
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$80K – – –
ASN
157
Advisory Services Network
Georgia
$76K +$69.7K +1,901 New
WT
158
Whittier Trust
California
$75K – – –
AIG
159
American International Group
New York
$69.1K -$9.72K -265 -13%
FM
160
Forward Management
California
$68K +$62.3K +1,700 New
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$53K +$8.73K +238 +22%
HF
162
Hoxton Financial
West Virginia
$51K +$46.5K +1,269 New
TRCT
163
Tower Research Capital (TRC)
New York
$41K +$37.8K +1,030 New
MFBTD
164
MB Financial Bank - Trust Department
Illinois
$40K – – –
PTC
165
Private Trust Company
Ohio
$40K – – –
SSB
166
Sandy Spring Bank
Maryland
$40K – – –
CA
167
CapWealth Advisors
Tennessee
$30K – – –
BPBT
168
Boston Private Bank & Trust
Massachusetts
$24K – – –
DSC
169
Duncker Streett & Co
Missouri
$24K – – –
KT
170
Kanaly Trust
Texas
$24K +$22.1K +603 New
GGPS
171
Gary Goldberg Planning Services
New York
$20K – – –
JFA
172
JNBA Financial Advisors
Minnesota
$20K – – –
LIA
173
LS Investment Advisors
Michigan
$16K – – –
SNT
174
Security National Trust
West Virginia
$14K – – –
CHC
175
City Holding Co
West Virginia
$14K +$12.8K +349 New
4 5 6
7
8

KYN Hedge Fund Activity: Q4 2013 in Review

181 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q4 2013, worth a combined $1.04B — up 15% from $903M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new KYN positions and 12 closed out — a net gain of 20 holders — while 57 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $13.2M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $16.5M.

  • 181 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q4 2013, up from 162 in Q3 2013.
  • Funds reported $1.04B of Kayne Anderson Energy Infrastructure Fund stock for Q4 2013, up 15% quarter-over-quarter.
  • 32 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q4 2013 and 12 closed out, a net change of +20 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q4 2013 was Bank of America, an estimated $13.2M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q4 2013 was Cambridge Investment Research Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2013.