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Kayne Anderson Energy Infrastructure Fund
KYN

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: 1 → 3 (+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: 183 → 223 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.5M
2
RJA
Raymond James & Associates
Florida
+$18.7M
3
KACA
Kayne Anderson Capital Advisors
California
+$13.5M
4
RCM
Rivernorth Capital Management
Florida
+$8.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.29M

Top Sellers

1
CAN
Cetera Advisor Networks
California
-$7.33M
2
AFG
American Financial Group
Ohio
-$4.14M
3
MWM
Meridian Wealth Management
Kentucky
-$3.42M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.11M
5
SAM
Stansberry Asset Management
Texas
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$111K +$105K +12,617 New
DI
152
Disciplined Investments
Oklahoma
$110K +$105K +12,537 New
VCM
153
Vivaldi Capital Management
Illinois
$110K – – –
AWM
154
AE Wealth Management
Kansas
$109K +$15.7K +1,873 +18%
WS
155
Wedbush Securities
California
$108K +$17.4K +2,078 +20%
SAG
156
SageView Advisory Group
California
$107K +$101K +12,057 New
Creative Planning
157
Creative Planning
Kansas
$105K +$100K +11,957 New
WF
158
Welch & Forbes
Massachusetts
$104K -$8.36K -1,000 -8%
TCA
159
Transcend Capital Advisors
New Jersey
$101K +$95.7K +11,450 New
GWM
160
Geneos Wealth Management
Colorado
$100K +$73.5K +8,794 +332%
FCM
161
Fortis Capital Management
Washington
$98.8K +$811 +97 +0.9%
BBW
162
Blue Barn Wealth
Utah
$97.5K – – –
SCM
163
Sage Capital Management
New Jersey
$96.8K +$92.2K +11,029 New
Nomura Holdings
164
Nomura Holdings
Japan
$96.6K +$92K +11,000 New
WJWM
165
Williams Jones Wealth Management
New York
$96.6K +$92K +11,000 New
FFA
166
Founders Financial Alliance
North Carolina
$92.4K -$3.01K -360 -3%
FNBOMD
167
First National Bank of Mount Dora
Florida
$91.3K +$86.9K +10,399 New
WP
168
WealthSource Partners
California
$89.9K -$9.79K -1,171 -10%
BIA
169
Benchmark Investment Advisors
Illinois
$87.8K – – –
PA
170
Parallel Advisors
California
$81.7K – – –
WSC
171
Wellington Shields & Co
New York
$75.7K – – –
CCM
172
Chilton Capital Management
Texas
$70.2K – – –
NS
173
NBC Securities
Alabama
$55K +$52.6K +6,295 New
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$51.5K – – –
LC
175
Lindbrook Capital
California
$47.4K – – –
5 6
7
8 9

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.