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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
BFA
276
Beacon Financial Advisory
Ohio
-$221K -4,595 Closed
SOADOR
277
State of Alaska Department of Revenue
Alaska
-$175K -3,641 Closed
LGA
278
Lebenthal Global Advisors
New York
-$93K -1,940 Closed
PHK
279
Point72 Hong Kong
Hong Kong
-$61K -1,272 Closed
PWPS
280
Pinnacle Wealth Planning Services
Ohio
-$18K -371 Closed
SFG
281
Sowa Financial Group
Rhode Island
-$12K -249 Closed
CAAS
282
Capital Asset Advisory Services
Michigan
-$11K -221 Closed
SIAG
283
Safeguard Investment Advisory Group
California
-$10K -221 Closed
SQA
284
Simon Quick Advisors
New Jersey
-$6K -132 Closed
OIM
285
Oder Investment Management
California
-$5K -110 Closed
PS
286
Planned Solutions
California
-$5K -99 Closed
HNB
287
Huntington National Bank
Ohio
-$4K -83 Closed
IA
288
IFS Advisors
Kansas
-$3K -75 Closed
PFO
289
Pathstone Family Office
New Jersey
-$3K -69 Closed
RIM
290
Rockbridge Investment Management
New York
-$3K -54 Closed
PWMG
291
Prestige Wealth Management Group
New Jersey
-$2K -39 Closed
AWG
292
Altus Wealth Group
Colorado
-$1K -24 Closed
CFGS
293
Concourse Financial Group Securities
Alabama
-$1.08K -24 -73%
ABC
294
Associated Banc-Corp
Wisconsin
-$1K -17 Closed
QCG
295
Quadrant Capital Group
Ohio
-$180 -4 -44%
FCA
296
FinTrust Capital Advisors
South Carolina
+$90 +2 New
MWM
297
Mascoma Wealth Management
New Hampshire
+$361 +8 New
MWP
298
Meridian Wealth Partners
Pennsylvania
+$406 +9 New

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.