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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
WTA
251
Washington Trust Advisors
Massachusetts
$33K
HWA
252
Heritage Wealth Advisors
Virginia
$32.9K +$29.7K +932 New
LOIP
253
Live Oak Investment Partners
Texas
$31K
FPB
254
First PREMIER Bank
South Dakota
$30K
NA
255
NewEdge Advisors
Louisiana
$29.1K +$414 +13 +2%
VNA
256
Valley National Advisers
Pennsylvania
$26K
AF
257
Allworth Financial
California
$24.9K +$14.2K +445 +170%
BC
258
Broadwater Capital
Massachusetts
$22.9K +$20.7K +649 New
PCMC
259
Planning Capital Management Corporation
Pennsylvania
$21.9K +$19.8K +622 New
Acadian Asset Management
260
Acadian Asset Management
Massachusetts
$21K +$2.48K +78 +15%
RIL
261
Rothschild Investment LLC
Illinois
$18.6K +$16.8K +528 New
CA
262
Centerpoint Advisors
Massachusetts
$18K +$2.58K +81 +19%
LA
263
LM Advisors
California
$17.8K +$16.1K +504 New
PFBT
264
Parkside Financial Bank & Trust
Missouri
$17.6K
BCWM
265
Bartlett & Co Wealth Management
Ohio
$17.6K +$15.7K +492 New
ME
266
McIlrath & Eck
Washington
$17.6K +$15.9K +499 New
IGWM
267
ICA Group Wealth Management
Colorado
$17.5K +$15.8K +497 New
BC
268
Bartlett & Co
Ohio
$17K +$15.7K +492 New
GWS
269
Glassman Wealth Services
Virginia
$14.3K +$637 +20 +5%
PTC
270
Private Trust Company
Ohio
$14.2K +$7.99K +251 +166%
MRCM
271
M&R Capital Management
New Jersey
$13.6K -$990K -31,100 -99%
CWC
272
Carolinas Wealth Consulting
North Carolina
$13.4K
MA
273
Montag & Associates
Georgia
$13.2K +$11.9K +375 New
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$13K -$2.55K -80 -18%
EBA
275
Eagle Bay Advisors
New York
$12.5K +$11.2K +353 New

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.