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Kayne Anderson Energy Infrastructure Fund
KYN

181 hedge funds and large institutions have $1.04B invested in Kayne Anderson Energy Infrastructure Fund in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

24% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 46

15% more capital invested

Capital invested by funds: $903M → $1.04B (+$135M)

12% more funds holding

Funds holding: 162 → 181 (+19)

0.64% more ownership

Funds ownership: 25.22% → 25.86% (+0.64%)

Holders
181
Holders Change
+19
Holders Change %
+11.73%
% of All Funds
5.25%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.41%
New
32
Increased
57
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.2M
2
CNB
City National Bank
California
+$8.32M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.83M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$4.22M
5
U
UBS
Switzerland
+$3.29M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.5M
2
SIA
Sit Investment Associates
Minnesota
-$4.75M
3
Brown Advisory
Brown Advisory
Maryland
-$4.38M
4
AAM
Advisors Asset Management
Colorado
-$3.63M
5
Deutsche Bank
Deutsche Bank
Germany
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$236M +$13.2M +359,510 +6%
Morgan Stanley
2
Morgan Stanley
New York
$75.8M -$436K -11,880 -0.6%
IT
3
Independence Trust
Tennessee
$54M -$1.96M -53,532 -4%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$51.9M +$4.22M +115,208 +10%
WF
5
Welch & Forbes
Massachusetts
$46.3M +$2.5M +68,209 +6%
SIA
6
Sit Investment Associates
Minnesota
$42.7M -$4.75M -129,512 -11%
U
7
UBS
Switzerland
$37.8M +$3.29M +89,856 +10%
SFM
8
Signature Financial Management
Virginia
$31.3M +$903K +24,623 +3%
GC
9
Guggenheim Capital
Illinois
$23.3M +$1.03M +28,077 +5%
Ameriprise
10
Ameriprise
Minnesota
$21.1M -$850K -23,170 -4%
HC
11
Highmount Capital
New York
$20.4M -$67.1K -1,831 -0.4%
Brown Advisory
12
Brown Advisory
Maryland
$18.9M -$4.38M -119,518 -20%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$17.1M +$288K +7,844 +2%
AAM
14
Advisors Asset Management
Colorado
$16.9M -$3.63M -98,901 -19%
CBB
15
Citizens Business Bank
California
$16M +$243K +6,634 +2%
Wells Fargo
16
Wells Fargo
California
$15.2M +$2.4M +65,532 +21%
ZIC
17
ZWJ Investment Counsel
Georgia
$13.1M -$141K -3,852 -1%
VWM
18
Vector Wealth Management
Minnesota
$12.8M -$429K -11,712 -4%
PA
19
Pinnacle Associates
New York
$10.3M -$227K -6,189 -2%
BUB
20
BBVA USA Bancshares
Texas
$10M +$323K +8,811 +4%
WC
21
Whitnell & Co
Illinois
$9.87M -$491K -13,382 -5%
LPL Financial
22
LPL Financial
California
$9.69M +$470K +12,810 +6%
CNB
23
City National Bank
California
$9.04M +$8.32M +226,800 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$8.52M -$404K -11,020 -5%
PP
25
Prudential plc
United Kingdom
$8.25M +$135K +3,684 +2%
1
2 3 4 5

KYN Hedge Fund Activity: Q4 2013 in Review

181 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q4 2013, worth a combined $1.04B — up 15% from $903M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new KYN positions and 12 closed out — a net gain of 20 holders — while 57 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $13.2M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $16.5M.

  • 181 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q4 2013, up from 162 in Q3 2013.
  • Funds reported $1.04B of Kayne Anderson Energy Infrastructure Fund stock for Q4 2013, up 15% quarter-over-quarter.
  • 32 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q4 2013 and 12 closed out, a net change of +20 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q4 2013 was Bank of America, an estimated $13.2M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q4 2013 was Cambridge Investment Research Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2013.