Kayne Anderson Energy Infrastructure Fund
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$3.8M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.97M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.96M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.88M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QC
Quantedge Capital
Singapore
|
-$1.69M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.34M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.24M |
| 4 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$1.18M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$835K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
201
WealthPLAN Partners
Omaha,
Nebraska
| – | -$4.36K | -536 | Closed |
|
|
SSB
202
Sandy Spring Bank
Olney,
Maryland
| – | -$1.56K | -192 | Closed |
|
|
BFEC
203
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$1K | -180 | Closed |
|
|
CT
204
Caldwell Trust
Venice,
Florida
| – | -$1.11K | -136 | Closed |
|
205
Fidelity Investments
Boston,
Massachusetts
| – | -$8 | -1 | Closed |
|
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.