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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
CFGS
251
Concourse Financial Group Securities
Alabama
$48.6K +$4.63K +119 +12%
WTA
252
Washington Trust Advisors
Massachusetts
$40.6K – – –
AF
253
Allworth Financial
California
$40.1K +$389 +10 +1%
GM
254
GeoWealth Management
Illinois
$39.9K +$35.7K +919 New
LOIP
255
Live Oak Investment Partners
Texas
$38.2K – – –
FPB
256
First PREMIER Bank
South Dakota
$37K -$2.14K -55 -6%
OC
257
Oarsman Capital
Wisconsin
$35.9K +$32.2K +827 New
JPWM
258
Jamison Private Wealth Management
Georgia
$34.3K – – –
VNA
259
Valley National Advisers
Pennsylvania
$32K -$389 -10 -1%
RIL
260
Rothschild Investment LLC
Illinois
$28.6K +$3.31K +85 +15%
Citadel Advisors
261
Citadel Advisors
Florida
$27.9K -$692K -17,806 -97%
PCMC
262
Planning Capital Management Corporation
Pennsylvania
$27K – – –
NA
263
NewEdge Advisors
Louisiana
$26K -$8.32K -214 -26%
Belvedere Trading
264
Belvedere Trading
Illinois
$25.5K +$22.8K +587 New
PA
265
Parallel Advisors
California
$25.4K +$233 +6 +1%
QCG
266
Quadrant Capital Group
Ohio
$24.2K +$4.04K +104 +23%
GI
267
GAMMA Investing
California
$23.8K +$5.79K +149 +37%
CIAS
268
CBIZ Investment Advisory Services
Ohio
$23.7K +$1.4K +36 +7%
BC
269
Broadwater Capital
Massachusetts
$22.5K -$5.05K -130 -20%
CA
270
Centerpoint Advisors
Massachusetts
$22K – – –
TCOV
271
Trust Company of Vermont
Vermont
$21.7K +$19.4K +499 New
JSAM
272
J. Safra Asset Management
New York
$21.6K +$17.2K +443 +805%
BCWM
273
Bartlett & Co Wealth Management
Ohio
$21.4K – – –
PFBT
274
Parkside Financial Bank & Trust
Missouri
$20.1K -$1.67K -43 -8%
SCM
275
Sterling Capital Management
North Carolina
$17.9K +$16K +411 New
9 10
11
12 13

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.