KAYNE ANDERSON CAPITAL ADVISORS LP

Q4 2020 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
12/31/2020
Date filed
2/9/2021
Form type
13F-HR
Num holdings
86
Total value ($000)
$2,767,704
Net value change ($000)
+328,659 (13.5%)
New positions
5
Sold out positions
6
Turnover %
2.2%
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 Q3 2020
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)
TRGP 87,818 85.4%
Atlantica Sustainable Infrastructure plc 53,304 69.4%
EPD 39,536 24.6%
MPLX 33,129 29.3%
LNG 27,896 217.4%
NOVAQ 27,628 NEW
BEP 25,926 41.4%
WES 25,758 65.9%
OKE 20,243 45.9%
XIFR 17,223 15.8%
Top Reduces (Value $000, Stocks/ETFs)
WMB -20,000 -9.3%
Noble Midstream Partners LP -8,022 -100.0%
BP Midstream Partners LP -7,316 -18.4%
TRP -5,084 -6.4%
PHILLIPS 66 PARTNERS LP -4,365 -9.3%
Midstream Co LLC -3,325 -15.6%
HESM -3,097 -100.0%
Shell Midstream Partners, L.P. -2,488 -6.7%
Summit Midstream Partners, LP -1,973 -100.0%
KNTK -1,301 -42.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 830 (0.0% of total reported value)
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