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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
VWM
201
Venturi Wealth Management
Texas
$5.32K
GFPC
202
Global Financial Private Client
Florida
$5.17K
SIS
203
Sound Income Strategies
Florida
$5.05K +$4.81K +575 New
Group One Trading
204
Group One Trading
Illinois
$4.94K -$54.4K -6,501 -92%
FFA
205
Farther Finance Advisors
California
$4.45K +$3.75K +449 +774%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$4K -$14.2K -1,700 -77%
AW
207
Avion Wealth
Texas
$4K
WIM
208
Westside Investment Management
California
$3.71K
DAM
209
Delta Asset Management
Tennessee
$3.51K
BCMLT
210
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.96K
IFAM
211
Institutional & Family Asset Management
Colorado
$2.83K +$8 +1 +0.3%
BAM
212
Bellevue Asset Management
Washington
$1.8K -$1.5K -180 -47%
CFGS
213
Concourse Financial Group Securities
Alabama
$1.4K
PTC
214
Private Trust Company
Ohio
$1.19K +$1.14K +136 New
RFG
215
REAP Financial Group
Texas
$1.08K +$1.03K +123 New
BTI
216
Blue Trust Inc
Georgia
$1K -$3.6K -430 -83%
AAP
217
Arax Advisory Partners
Colorado
$944 +$895 +107 New
CAS
218
Coppell Advisory Solutions
Texas
$641 +$610 +73 New
SWA
219
SOA Wealth Advisors
New York
$585 +$17 +2 +3%
WT
220
Whittier Trust
California
$579
Citigroup
221
Citigroup
New York
$483
JWM
222
Janiczek Wealth Management
Colorado
$167
HNB
223
Huntington National Bank
Ohio
$9
Fidelity Investments
224
Fidelity Investments
Massachusetts
$9 +$8 +1 New
AFG
225
American Financial Group
Ohio
-$4.14M -492,098 Closed

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.