KAYNE ANDERSON CAPITAL ADVISORS LP

Q1 2022 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2022
Date filed
5/11/2022
Form type
13F-HR
Num holdings
99
Total value ($000)
$4,160,588
Net value change ($000)
+810,654 (24.2%)
New positions
15
Sold out positions
13
Turnover %
4.3%
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 2021
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 98,320 40.0%
ET 78,344 39.5%
LNG 71,502 64.5%
WMB 68,926 32.9%
EPD 46,548 20.0%
MPLX 34,487 15.6%
XEL 30,734 100.8%
PSX 27,281 77.7%
TRP 26,914 22.9%
OKE 25,195 26.5%
Top Reduces (Value $000, Stocks/ETFs)
PHILLIPS 66 PARTNERS LP -26,997 -100.0%
AQN -24,244 -100.0%
NEE -23,393 -22.9%
Shell Midstream Partners, L.P. -21,201 -100.0%
Avangrid, Inc. -18,863 -100.0%
Midstream Co LLC -16,627 -100.0%
AEP -13,044 -100.0%
XIFR -7,111 -6.7%
UpHealth, Inc. -5,464 -47.3%
BX -4,344 -37.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 214,128 (5.1% 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