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Brookfield Infrastructure

342 hedge funds and large institutions have $3.36B invested in Brookfield Infrastructure in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 143 increasing their positions, 73 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 73

61% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 54

13% more capital invested

Capital invested by funds: $2.97B → $3.36B (+$392M)

9% more funds holding

Funds holding: 313342 (+29)

8.83% more ownership

Funds ownership: 63.13%71.96% (+8.8%)

5% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $22.4M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
342
Holders Change
+29
Holders Change %
+9.27%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
87
Increased
143
Reduced
73
Closed
54
Calls
$23.5M
Puts
$22.4M
Net Calls
+$1.05M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GIS
226
Grayhawk Investment Strategies
Alberta, Canada
$163K
PP
227
Pacifica Partners
Canada
$158K +$11.1K +347 +8%
BL
228
BFSG LLC
California
$155K +$140K +4,382 New
CCC
229
Chelsea Counsel Company
California
$153K
GKIM
230
GW&K Investment Management
Massachusetts
$153K -$33.9M -1,064,683 -100%
EWA
231
EverSource Wealth Advisors
Alabama
$152K +$125K +3,926 +1,022%
WT
232
Whittier Trust
California
$138K
NS
233
NBC Securities
Alabama
$121K
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$113K +$36.1K +1,133 +55%
S
235
SignatureFD
Georgia
$106K +$61.6K +1,933 +178%
FBC
236
Fairfield, Bush & Co
Connecticut
$96.2K +$86.8K +2,726 New
CT
237
Colonial Trust
South Carolina
$95.6K +$81.4K +2,555 +1,648%
Nisa Investment Advisors
238
Nisa Investment Advisors
Missouri
$83.8K -$28.2K -886 -27%
US Bancorp
239
US Bancorp
Minnesota
$71K -$7.1K -223 -10%
PFA
240
Pathway Financial Advisers
Indiana
$67.7K -$13.8K -432 -18%
TFA
241
Toth Financial Advisory
Virginia
$60K
JPWM
242
Jamison Private Wealth Management
Georgia
$58.7K
GI
243
Gradient Investments
Minnesota
$47.8K
CSC
244
Caldwell Sutter Capital
California
$44.9K +$5.51K +173 +16%
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$41.5K +$4.97K +156 +15%
FHA
246
First Horizon Advisors
Tennessee
$41K +$5.92K +186 +19%
WT
247
Washington Trust
Rhode Island
$40.9K -$2.67K -84 -7%
CFGS
248
Concourse Financial Group Securities
Alabama
$39.7K +$10.5K +331 +42%
AAP
249
Arax Advisory Partners
Colorado
$36K +$26.2K +822 +413%
QCG
250
Quadrant Capital Group
Ohio
$34.9K +$987 +31 +3%

BIPC Hedge Fund Activity: Q4 2023 in Review

342 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q4 2023, worth a combined $3.36B — up 13% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BIPC positions and 54 closed out — a net gain of 33 holders — while 143 added to existing stakes and 73 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $110M. The largest seller was Capital Research Global Investors, cutting an estimated $41.4M.

  • 342 institutional investors held Brookfield Infrastructure (BIPC) as of Q4 2023, up from 313 in Q3 2023.
  • Funds reported $3.36B of Brookfield Infrastructure stock for Q4 2023, up 13% quarter-over-quarter.
  • 87 funds opened new Brookfield Infrastructure positions in Q4 2023 and 54 closed out, a net change of +33 holders.
  • The largest Brookfield Infrastructure buyer in Q4 2023 was Dimensional Fund Advisors, an estimated $110M added.
  • The largest Brookfield Infrastructure seller in Q4 2023 was Capital Research Global Investors, an estimated $41.4M sold.

Based on aggregated 13F filings for Q4 2023.