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Brookfield Infrastructure

233 hedge funds and large institutions have $1.63B invested in Brookfield Infrastructure in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 71 increasing their positions, 57 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more capital invested

Capital invested by funds: $752M → $1.63B (+$878M)

41.28% more ownership

Funds ownership: 53.45%94.72% (+41%)

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

25% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 57

5% more funds holding

Funds holding: 221233 (+12)

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
51
Increased
71
Reduced
57
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
226
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.62M -119,301 Closed
MWNA
227
Marshall Wace North America
New York
-$2.37M -78,366 Closed
D.E. Shaw & Co
228
D.E. Shaw & Co
New York
-$1.16M -38,309 Closed
CSS
229
Cubist Systematic Strategies
Connecticut
-$1.02M -33,623 Closed
Marshall Wace
230
Marshall Wace
United Kingdom
-$953K -31,455 Closed
NWM
231
Nicola Wealth Management
British Columbia, Canada
-$668K -21,998 Closed
CS
232
Credit Suisse
Switzerland
-$367K -12,075 Closed
DTL
233
Dynamic Technology Lab
Singapore
-$246K -8,100 Closed
DCM
234
Dupont Capital Management
Delaware
-$166K -5,460 Closed
BAMCO Inc
235
BAMCO Inc
New York
-$131K -4,769 Closed
ClearBridge Investments
236
ClearBridge Investments
New York
-$101K -3,668 Closed
PAG
237
Private Advisor Group
New Jersey
-$44K -1,458 Closed
SWM
238
Sugarloaf Wealth Management
Georgia
-$43K -1,410 Closed
CAN
239
Cetera Advisor Networks
California
-$32K -1,047 Closed
KPW
240
Kore Private Wealth
New York
-$27K -902 Closed
CWP
241
CFM Wealth Partners
Texas
-$25K -854 Closed
GT
242
Glenmede Trust
Pennsylvania
-$25.1K -755 -100%
PHK
243
Point72 Hong Kong
Hong Kong
-$19K -642 Closed
AWM
244
Apollon Wealth Management
South Carolina
-$14K -455 Closed
IFAM
245
Institutional & Family Asset Management
Colorado
-$8K -255 Closed
PWP
246
Principle Wealth Partners
Connecticut
-$7K -228 Closed
PA
247
Perennial Advisors
New York
-$7K -225 Closed
CT
248
Caldwell Trust
Florida
-$6.6K -218 Closed
AIM
249
Arcadia Investment Management
Michigan
-$6K -207 Closed
LIA
250
LS Investment Advisors
Michigan
-$6K -200 Closed

BIPC Hedge Fund Activity: Q3 2020 in Review

233 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q3 2020, worth a combined $1.63B — up 117% from $752M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BIPC positions and 39 closed out — a net gain of 12 holders — while 71 added to existing stakes and 57 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $433M. The largest seller was Bank of Montreal, cutting an estimated $9.26M.

  • 233 institutional investors held Brookfield Infrastructure (BIPC) as of Q3 2020, up from 221 in Q2 2020.
  • Funds reported $1.63B of Brookfield Infrastructure stock for Q3 2020, up 117% quarter-over-quarter.
  • 51 funds opened new Brookfield Infrastructure positions in Q3 2020 and 39 closed out, a net change of +12 holders.
  • The largest Brookfield Infrastructure buyer in Q3 2020 was Brookfield Corp, an estimated $433M added.
  • The largest Brookfield Infrastructure seller in Q3 2020 was Bank of Montreal, an estimated $9.26M sold.

Based on aggregated 13F filings for Q3 2020.