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Brookfield Infrastructure

270 hedge funds and large institutions have $2.18B invested in Brookfield Infrastructure in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 85 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

7% more capital invested

Capital invested by funds: $2.03B → $2.18B (+$148M)

3% more funds holding

Funds holding: 263270 (+7)

1.74% more ownership

Funds ownership: 93.38%95.12% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 85

Holders
270
Holders Change
+7
Holders Change %
+2.66%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
71
Reduced
85
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
226
Institutional & Family Asset Management
Colorado
$6K +$5.64K +125 New
RFA
227
Reilly Financial Advisors
California
$5K
S
228
SignatureFD
Georgia
$5K
CWC
229
Carolinas Wealth Consulting
North Carolina
$5K +$90 +2 +2%
SIS
230
Sound Income Strategies
Florida
$4.28K
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$4K
CBT
232
CoreFirst Bank & Trust
Kansas
$4K
ETI
233
Enterprise Trust & Investment
California
$4K
NFG
234
Next Financial Group
Texas
$4K
BMD
235
Better Money Decisions
New Mexico
$4K +$3.2K +71 New
SWM
236
Selective Wealth Management
Virginia
$3K -$541 -12 -19%
GWM
237
Geneos Wealth Management
Colorado
$3K
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$3K
TCM
239
Tradewinds Capital Management
Washington
$3K
TWA
240
TCI Wealth Advisors
Arizona
$3K +$2.71K +60 New
FHC
241
First Horizon Corporation
Tennessee
$2K
WT
242
Whittier Trust
California
$2K
BAM
243
Bellevue Asset Management
Washington
$2K +$45 +1 +3%
Bessemer Group
244
Bessemer Group
New Jersey
$2K +$1.9K +42 New
GRP
245
Global Retirement Partners
California
$2K +$1.9K +42 New
AIG
246
American International Group
New York
$1.41K +$3.29K +73 +0.3%
RIA
247
RPG Investment Advisory
California
$1K -$1.9K -42 -67%
AA
248
Ancora Advisors
Ohio
$1K
CAL
249
Capital Analysts LLC
Pennsylvania
$1K
CFN
250
Cordasco Financial Network
Florida
$1K

BIPC Hedge Fund Activity: Q1 2021 in Review

270 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q1 2021, worth a combined $2.18B — up 7.3% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BIPC positions and 35 closed out — a net gain of 10 holders — while 71 added to existing stakes and 85 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $64.1M. The largest seller was Principal Financial Group, cutting an estimated $37.1M.

  • 270 institutional investors held Brookfield Infrastructure (BIPC) as of Q1 2021, up from 263 in Q4 2020.
  • Funds reported $2.18B of Brookfield Infrastructure stock for Q1 2021, up 7.3% quarter-over-quarter.
  • 45 funds opened new Brookfield Infrastructure positions in Q1 2021 and 35 closed out, a net change of +10 holders.
  • The largest Brookfield Infrastructure buyer in Q1 2021 was Fidelity Investments, an estimated $64.1M added.
  • The largest Brookfield Infrastructure seller in Q1 2021 was Principal Financial Group, an estimated $37.1M sold.

Based on aggregated 13F filings for Q1 2021.