Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

KAYNE ANDERSON ENERGY INFRST (KYN)

249 + Investors. Track Smart Money conviction in KYN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — KYN

Based on 248 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added KYN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
248 hedge funds hold KYN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

114 buying87 selling
Last quarter: 114 funds bought or added vs 87 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new KYN position: 16 → 23 → 20 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
157 out of 248 hedge funds have held KYN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +6%, value -87%

Value
-86%
Shares
+5%
Last quarter: funds added +6% more shares while total portfolio value only changed -87%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

30 → 16 → 23 → 20 → 34 new funds/Q
New funds entering each quarter: 16 → 23 → 20 → 34. A growing number of institutions are discovering KYN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Of 249 current holders: 164 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
14 of 248 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: KYN

How many hedge funds hold KYN — quarterly history vs. share price
Quarterly hedge fund ownership of KYN vs. share price

Market Analysis: KYN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KYN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 1 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: KYN
2026 Q1 Stats Unlock in 11 days 249 + Investors

Track Smart Money conviction in KYN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 249 241 3.32%
13F Shares 58M 55M 5.86%
Total Value $715M $5.47B -86.92%
New Positions 34 20 +14
Increased Positions 82 90 -8
Closed Positions 24 14 +10
Reduced Positions 63 65 -2
Total Calls 1 2 -50.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: KYN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

249 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KYN. Verified SEC 13F-HR filings.

Top 25 institutional holders of KYN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TERRIL BROTHERS, INC. 5.73% 1,468,432 $21.0M
2 Cadent Capital Advisors, LLC 2.51% 680,307 $9.7M
3 BARD ASSOCIATES INC 2.10% 586,261 $8.4M
4 Garner Asset Management Corp 1.71% 306,086 $4.4M
5 AG Asset Advisory, LLC 1.32% 111,714 $1.6M
6 TSP Capital Management Group, LLC 0.94% 270,525 $3.9M
7 PROMETHIUM ADVISORS,LLC 0.94% 127,245 $1.8M
8 Post Resch Tallon Group Inc. 0.85% 74,394 $1.0M
9 CALDWELL SUTTER CAPITAL, INC. 0.82% 141,072 $2.0M
10 Ascentis Wealth Management, LLC 0.56% 197,486 $2.8M
11 CURA WEALTH ADVISORS, LLC 0.50% 79,003 $1.1M
12 Gruss & Co., LLC 0.50% 15,086 $215K
13 NWF Advisory Services Inc. 0.49% 303,698 $4.3M
14 Signet Private Wealth LLC 0.49% 35,585 $508K
15 Independent Wealth Network Inc. 0.47% 109,924 $1.6M
16 Beverly Hills Private Wealth, LLC 0.46% 192,065 $2.7M
17 Hickory Point Bank & Trust 0.42% 44,750 $639K
18 JEPPSON WEALTH MANAGEMENT, LLC 0.34% 75,981 $1.1M
19 Camelot Portfolios, LLC 0.33% 31,713 $453K
20 Atala Financial Inc 0.29% 31,586 $438K
21 Catalina Capital Group, LLC 0.28% 32,973 $471K
22 Magnus Financial Group LLC 0.27% 235,520 $3.4M
23 FourThought Financial Partners, LLC 0.26% 211,706 $3.0M
24 Eagle Bluffs Wealth Management LLC 0.26% 46,543 $665K
25 DECISION INVESTMENTS, INC 0.23% 13,870 $198K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — KAYNE ANDERSON ENERGY INFRST (KYN)

What does the Smart Money Trend signal show for KYN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added KYN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for KYN?

Slight buying edge — 57% buying: Last quarter: 114 funds bought or added vs 87 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for KYN holders?

Strong quality — 39% AUM from major funds: 14 of 248 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held KYN?

63% of holders stayed for 2+ years: 157 out of 248 hedge funds have held KYN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.