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Kayne Anderson Energy Infrastructure Fund
KYN

192 hedge funds and large institutions have $325M invested in Kayne Anderson Energy Infrastructure Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

3% more funds holding

Funds holding: 186 → 192 (+6)

0.8% more ownership

Funds ownership: 28.53% → 29.34% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $335M → $325M (-$10.1M)

27% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 64

39% less call options, than puts

Call options by funds: $794K | Put options by funds: $1.3M

Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
47
Reduced
64
Closed
13
Calls
$794K
Puts
$1.3M
Net Calls
-$507K
Net Calls Change
-$617K

Top Buyers

Rank Fund Capital Flow
1
QC
Quantedge Capital
Singapore
+$1.97M
2
WAM
Wolverine Asset Management
Illinois
+$1.64M
3
CAN
Cetera Advisor Networks
California
+$1.29M
4
AAM
Advisors Asset Management
Colorado
+$1.19M
5
NL
NWAM LLC
Washington
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.18M
2
Wells Fargo
Wells Fargo
California
-$2.08M
3
PCM
Pointe Capital Management
Michigan
-$772K
4
OFG
OTA Financial Group
New York
-$540K
5
SAM
Simplify Asset Management
Nevada
-$537K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
176
Bellevue Asset Management
Washington
$3.13K -$964 -117 -23%
AW
177
Avion Wealth
Texas
$3K – – –
BCMLT
178
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.87K – – –
IFAM
179
Institutional & Family Asset Management
Colorado
$2.61K +$8 +1 +0.3%
TC
180
Truvestments Capital
Florida
$1.66K – – –
SSB
181
Sandy Spring Bank
Maryland
$1.56K +$1.58K +192 New
CT
182
Caldwell Trust
Florida
$1.11K – – –
BWS
183
Buck Wealth Strategies
Colorado
$1.07K – – –
BFEC
184
Benjamin F. Edwards & Company
Missouri
$1K – – –
CAL
185
Capital Analysts LLC
Pennsylvania
$1K +$890 +108 New
CWAF
186
Core Wealth Advisors (Florida)
Florida
$814 – – –
WT
187
Whittier Trust
California
$537 – – –
SWA
188
SOA Wealth Advisors
New York
$516 +$8 +1 +2%
FFA
189
Farther Finance Advisors
California
$472 +$478 +58 New
Citigroup
190
Citigroup
New York
$448 – – –
JWM
191
Janiczek Wealth Management
Colorado
$155 – – –
Fidelity Investments
192
Fidelity Investments
Massachusetts
$8 -$9.59K -1,164 -100%
HNB
193
Huntington National Bank
Ohio
$8 – – –
OFG
194
OTA Financial Group
New York
– -$540K -62,558 Closed
Invesco
195
Invesco
Georgia
– -$307K -35,559 Closed
Corient Private Wealth
196
Corient Private Wealth
Florida
– -$219K -25,294 Closed
SMF
197
Sterling Manor Financial
New York
– -$141K -16,353 Closed
TCA
198
Transcend Capital Advisors
New Jersey
– -$106K -12,285 Closed
Millennium Management
199
Millennium Management
New York
– -$89K -10,272 Closed
PCM
200
Pointe Capital Management
Michigan
– -$772K -8,940 Closed
5 6 7
8
9

KYN Hedge Fund Activity: Q2 2023 in Review

192 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q2 2023, worth a combined $325M — down 3% from $335M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KYN positions and 13 closed out — a net gain of 7 holders — while 47 added to existing stakes and 64 trimmed.

The largest buyer was Quantedge Capital, adding an estimated $1.97M. The largest seller was Morgan Stanley, cutting an estimated $2.18M.

  • 192 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q2 2023, up from 186 in Q1 2023.
  • Funds reported $325M of Kayne Anderson Energy Infrastructure Fund stock for Q2 2023, down 3% quarter-over-quarter.
  • 20 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q2 2023 and 13 closed out, a net change of +7 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q2 2023 was Quantedge Capital, an estimated $1.97M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q2 2023 was Morgan Stanley, an estimated $2.18M sold.

Based on aggregated 13F filings for Q2 2023.