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Brookfield Infrastructure
BIPC

354 hedge funds and large institutions have $4.11B invested in Brookfield Infrastructure in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 111 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 25

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more capital invested

Capital invested by funds: $3.19B → $4.11B (+$919M)

10% more funds holding

Funds holding: 322 → 354 (+32)

0% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 111

0.01% less ownership

Funds ownership: 71.81% → 71.8% (-0.01%)

64% less call options, than puts

Call options by funds: $4.08M | Put options by funds: $11.3M

Holders
354
Holders Change
+32
Holders Change %
+9.94%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
111
Reduced
111
Closed
25
Calls
$4.08M
Puts
$11.3M
Net Calls
-$7.25M
Net Calls Change
-$403K

Top Buyers

1
EIP
Epoch Investment Partners
New York
+$32.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.2M
3
American Century Companies
American Century Companies
Missouri
+$21.9M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$20.7M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$15M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$22.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$20.4M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$16.2M
5
BlackRock
BlackRock
New York
-$14.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
226
Chelsea Counsel Company
California
$189K – – –
AB
227
Amalgamated Bank
New York
$178K -$4.55K -117 -3%
S
228
SignatureFD
Georgia
$177K +$14.1K +363 +10%
WT
229
Whittier Trust
California
$170K +$78 +2 +0.1%
TFA
230
Toth Financial Advisory
Virginia
$156K +$73.9K +1,900 +112%
WTC
231
WhitTier Trust Company
Nevada
$155K – – –
NS
232
NBC Securities
Alabama
$148K – – –
C
233
Covestor
United Kingdom
$148K +$51.7K +1,329 +64%
HNB
234
Huntington National Bank
Ohio
$142K +$7.19K +185 +6%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$129K -$7.31K -188 -6%
US Bancorp
236
US Bancorp
Minnesota
$126K +$233 +6 +0.2%
Nisa Investment Advisors
237
Nisa Investment Advisors
Missouri
$121K +$1.55K +40 +1%
Acadian Asset Management
238
Acadian Asset Management
Massachusetts
$118K +$120K +3,091 +512%
CT
239
Colonial Trust
South Carolina
$118K – – –
EWA
240
EverSource Wealth Advisors
Alabama
$116K -$54.5K -1,401 -34%
Fidelity International
241
Fidelity International
Bermuda
$97.4K +$14.6K +376 +20%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$96.7K +$37.4K +962 +76%
CSC
243
Caldwell Sutter Capital
California
$88.9K +$1.48K +38 +2%
EPM
244
Equitec Proprietary Markets
Illinois
$81.4K -$166K -4,259 -69%
TRCT
245
Tower Research Capital (TRC)
New York
$79.3K -$926K -23,824 -93%
HWA
246
Heritage Wealth Advisors
Virginia
$64.4K – – –
MDCM
247
Morgan Dempsey Capital Management
Wisconsin
$58.8K +$52.7K +1,354 New
CA
248
Continuum Advisory
Idaho
$52.3K -$156 -4 -0.3%
AAP
249
Arax Advisory Partners
Colorado
$51.3K -$78 -2 -0.2%
FHA
250
First Horizon Advisors
Tennessee
$49.5K +$389 +10 +0.9%
8 9
10
11 12

BIPC Hedge Fund Activity: Q3 2024 in Review

354 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q3 2024, worth a combined $4.11B — up 29% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BIPC positions and 25 closed out — a net gain of 36 holders — while 111 added to existing stakes and 111 trimmed.

The largest buyer was Epoch Investment Partners, adding an estimated $32.7M. The largest seller was Bank of Montreal, cutting an estimated $28.8M.

  • 354 institutional investors held Brookfield Infrastructure (BIPC) as of Q3 2024, up from 322 in Q2 2024.
  • Funds reported $4.11B of Brookfield Infrastructure stock for Q3 2024, up 29% quarter-over-quarter.
  • 61 funds opened new Brookfield Infrastructure positions in Q3 2024 and 25 closed out, a net change of +36 holders.
  • The largest Brookfield Infrastructure buyer in Q3 2024 was Epoch Investment Partners, an estimated $32.7M added.
  • The largest Brookfield Infrastructure seller in Q3 2024 was Bank of Montreal, an estimated $28.8M sold.

Based on aggregated 13F filings for Q3 2024.