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Kayne Anderson Energy Infrastructure Fund

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: 13 (+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: 183223 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
176
Eagle Bay Advisors
New York
$36.7K +$35K +4,184 New
PS
177
Principal Securities
Iowa
$34K +$32.4K +3,875 New
TLA
178
Tanglewood Legacy Advisors
Texas
$29.3K +$27.9K +3,338 New
FWM
179
FSA Wealth Management
Massachusetts
$26K +$25.1K +3,000 New
CA
180
Clearstead Advisors
Ohio
$20.6K +$19.6K +2,350 New
PFPT
181
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.8K
WSCM
182
Wellington Shields Capital Management
New York
$19.4K +$42 +5 +0.2%
EWA
183
EverSource Wealth Advisors
Alabama
$19.3K +$18.4K +2,195 New
Bessemer Group
184
Bessemer Group
New Jersey
$19K +$13.3K +1,593 +283%
Simplex Trading
185
Simplex Trading
Illinois
$15K -$21.1K -2,520 -58%
SS
186
Sunbelt Securities
Texas
$14.4K
SL
187
Salomon & Ludwin
Virginia
$13.9K
BFPW
188
BOK Financial Private Wealth
Colorado
$12.2K +$11.7K +1,395 New
CG
189
Cutler Group
California
$12K +$11.7K +1,400 New
IA
190
IFP Advisors
Florida
$11.8K +$2.14K +256 +24%
CFD
191
Creative Financial Designs
Indiana
$11.6K +$2.67K +319 +32%
EWM
192
Evermay Wealth Management
Virginia
$11.1K
HIA
193
Harbor Investment Advisory
Maryland
$10.6K +$1.75K +209 +21%
LF
194
Lee Financial
Texas
$10.1K
AIM
195
Anchor Investment Management
South Carolina
$7.9K
MRCM
196
M&R Capital Management
New Jersey
$7.64K
IGWM
197
ICA Group Wealth Management
Colorado
$7.24K +$6.9K +825 New
CWC
198
Carolinas Wealth Consulting
North Carolina
$7.17K
TC
199
Truvestments Capital
Florida
$7.04K +$5K +598 +293%
OIA
200
Optimum Investment Advisors
Illinois
$5.78K +$50 +6 +0.9%

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.