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Kayne Anderson Energy Infrastructure Fund
KYN

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: 1 → 3 (+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: 183 → 223 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.5M
2
RJA
Raymond James & Associates
Florida
+$18.7M
3
KACA
Kayne Anderson Capital Advisors
California
+$13.5M
4
RCM
Rivernorth Capital Management
Florida
+$8.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.29M

Top Sellers

1
CAN
Cetera Advisor Networks
California
-$7.33M
2
AFG
American Financial Group
Ohio
-$4.14M
3
MWM
Meridian Wealth Management
Kentucky
-$3.42M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.11M
5
SAM
Stansberry Asset Management
Texas
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$126M +$72.5M +8,671,609 +153%
CAN
2
Cetera Advisor Networks
California
$61.8M -$7.33M -876,805 -11%
Bank of America
3
Bank of America
North Carolina
$29.5M +$844K +100,916 +3%
RJA
4
Raymond James & Associates
Florida
$28M +$18.7M +2,233,838 +233%
Brown Advisory
5
Brown Advisory
Maryland
$23.7M -$15.7K -1,875 -0.1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$19.5M +$5.29M +632,382 +40%
AAM
7
Advisors Asset Management
Colorado
$16.7M +$3.95M +472,414 +33%
KACA
8
Kayne Anderson Capital Advisors
California
$14.2M +$13.5M +1,614,122 New
PCM
9
Penserra Capital Management
California
$11.9M +$782K +93,481 +7%
Wells Fargo
10
Wells Fargo
California
$11M +$3.59M +429,415 +52%
UBS Group
11
UBS Group
Switzerland
$10.7M +$388K +46,417 +4%
SAM
12
Stansberry Asset Management
Texas
$8.61M -$1.09M -130,722 -12%
RCM
13
Rivernorth Capital Management
Florida
$8.5M +$8.09M +967,569 New
SCM
14
Saba Capital Management
New York
$7.78M +$4.47M +535,028 +153%
CCA
15
Cadent Capital Advisors
Oklahoma
$7.52M -$299K -35,804 -4%
ZA
16
Zazove Associates
Nevada
$6.86M +$2.62M +313,280 +67%
QC
17
Quantedge Capital
Singapore
$5.95M +$2.38M +284,386 +72%
Stifel Financial
18
Stifel Financial
Missouri
$5.89M +$1.68M +201,039 +43%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.13M +$408K +48,745 +9%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.82M -$3.11M -371,650 -40%
WAM
21
WNY Asset Management
New York
$4.31M +$150K +17,934 +4%
HighTower Advisors
22
HighTower Advisors
Illinois
$4.2M +$2.48M +296,929 +165%
MWM
23
Meridian Wealth Management
Kentucky
$3.69M -$3.42M -408,949 -49%
GC
24
Guggenheim Capital
Illinois
$3.44M -$47.1K -5,628 -1%
WAM
25
Wolverine Asset Management
Illinois
$3.26M -$760K -90,932 -20%
1
2 3 4 5

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.