Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Kayne Anderson Energy Infrst (KYN)

252 + 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
↑ +1
Streak
4Q ▲
Buyers last Q
51%

Smart Money Signals — KYN

Based on 257 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
257 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 — +12% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

107 buying103 selling
Last quarter: 107 funds bought or added vs 103 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.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 26 → 23 → 36 → 24. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
164 out of 257 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.
📈

Growing discovery — still being found

17 → 26 → 23 → 36 → 24 new funds/Q
New funds entering each quarter: 26 → 23 → 36 → 24. A growing number of institutions are discovering KYN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 19% newcomers

■ 66% veterans ■ 15% 1-2yr ■ 19% new
Entry-cohort mix of 259 holders: 171 (66%) are 2+ year veterans, 39 entered 1–2 years ago, and 49 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
19 of 257 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — KYN

In 2026 Q1, 107 hedge funds were net buyers of KYN (24 opened a new position, 83 added to an existing one), while 103 reduced or exited (80 trimmed, 23 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in KYN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 257.

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.

Is It Too Late to Buy Kayne Anderson Energy Infrst (KYN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KYN has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
KYN
-5.3%
XLF
+8.8%

KYN outperformed XLF by -14.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
KYN
-5.4%
XLF
+5.1%

Since the filing became public, KYN outperformed XLF by -10.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 3 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: KYN
252 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 252 256 -1.56%
13F Shares 58M 58M 0.04%
Total Value $811M $717M 13.12%
New Positions 23 36 -13
Increased Positions 83 81 +2
Closed Positions 27 26 +1
Reduced Positions 78 66 +12
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KYN

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

252 + investors

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

QUARTER:
Top 25 KYN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Terril Brothers, INC. 5.73% 1,468,432 $21.0M
2 Closed-End Fund Advisors, Inc. 4.40% 302,713 $4.3M
3 City of London Investment Management Co Ltd 2.81% 2,707,781 $38.7M
4 Cadent Capital Advisors, LLC 2.51% 680,307 $9.7M
5 Bard Associates Inc 2.10% 586,261 $8.4M
6 Garner Asset Management Corp 1.71% 306,086 $4.4M
7 AG Asset Advisory, LLC 1.32% 111,714 $1.6M
8 Thomas J. Herzfeld Advisors, Inc. 1.14% 234,136 $3.3M
9 Quantedge Capital Pte Ltd 1.13% 144,094 $2.1M
10 Collar Capital Management, LLC 1.00% 108,617 $1.6M
11 TSP Capital Management Group, LLC 0.94% 270,525 $3.9M
12 Promethium Advisors,LLC 0.94% 127,245 $1.8M
13 Stansberry Asset Management, LLC 0.92% 626,411 $8.9M
14 Post Resch Tallon Group Inc. 0.85% 74,394 $1.0M
15 Caldwell Sutter Capital, INC. 0.82% 141,072 $2.0M
16 McGowan Group Asset Management, Inc. 0.56% 308,181 $4.4M
17 Ascentis Wealth Management, LLC 0.56% 197,486 $2.8M
18 Navis Wealth Advisors, LLC 0.53% 72,413 $1.0M
19 Cura Wealth Advisors, LLC 0.50% 79,003 $1.1M
20 Gruss & Co., LLC 0.50% 15,086 $215K
21 Rivernorth Capital Management, LLC 0.49% 692,896 $9.9M
22 NWF Advisory Services Inc. 0.49% 303,698 $4.3M
23 Signet Private Wealth LLC 0.49% 35,585 $508K
24 Independent Wealth Network Inc. 0.47% 109,924 $1.6M
25 Beverly Hills Private Wealth, LLC 0.46% 192,065 $2.7M
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 — 4 quarters in a row: For 4 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 — 51% buying: Last quarter: 107 funds bought or added vs 103 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: 19 of 257 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?

64% of holders stayed for 2+ years: 164 out of 257 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.

Is it too late to buy Kayne Anderson Energy Infrst (KYN) following the 2026 Q1 hedge fund 13F filings?

As of today, KYN has moved -5.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -10.5%. Since the quarter end (March 31, 2026), KYN has gained -5.3% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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