KAYNE ANDERSON CAPITAL ADVISORS LP

Q1 2024 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2024
Date filed
5/6/2024
Form type
13F-HR
Num holdings
62
Total value ($000)
$3,556,314
Net value change ($000)
+338,889 (10.5%)
New positions
10
Sold out positions
38
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
OKE 94,832 46.9%
WMB 70,560 26.9%
KMI 62,281 51.7%
WES 52,411 54.8%
TRGP 45,113 17.5%
KNTK 44,589 2398.5%
ET 41,476 13.2%
EPD 39,129 13.6%
TRP 33,565 50.8%
PBA 26,972 34.6%
Top Reduces (Value $000, Stocks/ETFs)
Atlantica Sustainable Infrastructure plc -81,753 -80.7%
CWEN -52,779 -86.9%
XIFR -50,594 -100.0%
LNG -30,583 -13.9%
BEP -26,790 -86.3%
AES -20,161 -100.0%
SRE -19,743 -21.8%
ENLINK MIDSTREAM LLC -19,591 -86.6%
XEL -14,335 -71.2%
CWEN -11,042 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type