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Kayne Anderson Energy Infrastructure Fund
KYN

183 hedge funds and large institutions have $346M invested in Kayne Anderson Energy Infrastructure Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $325M → $346M (+$20.4M)

0.85% more ownership

Funds ownership: 29.34% → 30.18% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 192 → 183 (-9)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

88% less call options, than puts

Call options by funds: $130K | Put options by funds: $1.06M

Holders
183
Holders Change
-9
Holders Change %
-4.69%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
54
Reduced
60
Closed
21
Calls
$130K
Puts
$1.06M
Net Calls
-$932K
Net Calls Change
-$425K

Top Buyers

Rank Fund Capital Flow
1
MWM
Meridian Wealth Management
Kentucky
+$3.8M
2
AAM
Advisors Asset Management
Colorado
+$2.97M
3
WAM
Wolverine Asset Management
Illinois
+$1.96M
4
Bank of America
Bank of America
North Carolina
+$1.88M
5
CAN
Cetera Advisor Networks
California
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
QC
Quantedge Capital
Singapore
-$1.69M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.34M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.24M
4
NL
NWAM LLC
Washington
-$1.18M
5
Wells Fargo
Wells Fargo
California
-$835K
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
151
Sunbelt Securities
Texas
$13.7K – – –
CA
152
Centerpoint Advisors
Massachusetts
$12K – – –
VAG
153
VisionPoint Advisory Group
Texas
$12K +$12.3K +1,423 New
EWM
154
Evermay Wealth Management
Virginia
$10.9K – – –
LF
155
Lee Financial
Texas
$9.67K – – –
JMF
156
Johnson Midwest Financial
Iowa
$9.25K – – –
IA
157
IFP Advisors
Florida
$9.11K – – –
CFD
158
Creative Financial Designs
Indiana
$8.41K – – –
HIA
159
Harbor Investment Advisory
Maryland
$8.41K – – –
AIM
160
Anchor Investment Management
South Carolina
$7.57K – – –
MRCM
161
M&R Capital Management
New Jersey
$7.32K -$4.74K -550 -39%
CWC
162
Carolinas Wealth Consulting
North Carolina
$6.49K -$646 -75 -8%
OIA
163
Optimum Investment Advisors
Illinois
$5.48K +$52 +6 +0.9%
VWM
164
Venturi Wealth Management
Texas
$5.1K -$68K -7,892 -93%
Bessemer Group
165
Bessemer Group
New Jersey
$5K -$20K -2,318 -80%
GFPC
166
Global Financial Private Client
Florida
$4.82K – – –
BTI
167
Blue Trust Inc
Georgia
$4K – – –
WIM
168
Westside Investment Management
California
$3.55K – – –
DAM
169
Delta Asset Management
Tennessee
$3.36K – – –
BAM
170
Bellevue Asset Management
Washington
$3.24K – – –
AW
171
Avion Wealth
Texas
$3K – – –
BCMLT
172
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.87K – – –
IFAM
173
Institutional & Family Asset Management
Colorado
$2.7K +$9 +1 +0.3%
TC
174
Truvestments Capital
Florida
$1.72K – – –
CFGS
175
Concourse Financial Group Securities
Alabama
$1.38K +$1.38K +160 New
5 6
7
8 9

KYN Hedge Fund Activity: Q3 2023 in Review

183 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q3 2023, worth a combined $346M — up 6.3% from $325M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KYN and 14 opened new positions — a net loss of 7 holders — while 60 trimmed existing stakes and 54 added.

The largest buyer was Meridian Wealth Management, adding an estimated $3.8M. The largest seller was Quantedge Capital, cutting an estimated $1.69M.

  • 183 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q3 2023, down from 192 in Q2 2023.
  • Funds reported $346M of Kayne Anderson Energy Infrastructure Fund stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 14 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q3 2023 and 21 closed out, a net change of -7 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q3 2023 was Meridian Wealth Management, an estimated $3.8M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q3 2023 was Quantedge Capital, an estimated $1.69M sold.

Based on aggregated 13F filings for Q3 2023.