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Brookfield Infrastructure
BIPC

307 hedge funds and large institutions have $3.69B invested in Brookfield Infrastructure in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 95 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $428K

12% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 95

6.63% more ownership

Funds ownership: 68.51% → 75.14% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 317 → 307 (-10)

18% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 40

81% less capital invested

Capital invested by funds: $19.2B → $3.69B (-$15.5B)

Holders
307
Holders Change
-10
Holders Change %
-3.15%
% of All Funds
4.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
106
Reduced
95
Closed
40
Calls
$1.37M
Puts
$428K
Net Calls
+$940K
Net Calls Change
+$974K

Top Buyers

Rank Fund Capital Flow
1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$191M
2
EIP
Epoch Investment Partners
New York
+$55.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$34M
4
CCM
Copeland Capital Management
Pennsylvania
+$27.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.24M

Top Sellers

Rank Fund Capital Flow
1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$8.45M
2
N
Nuveen
North Carolina
-$3.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.62M
4
Jane Street
Jane Street
New York
-$2.7M
5
BAMCO Inc
BAMCO Inc
New York
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
276
Brown Brothers Harriman & Co
New York
$6.03K – – –
Kayne Anderson Rudnick Investment Management
277
Kayne Anderson Rudnick Investment Management
California
$5.85K – – –
TAM
278
Tucker Asset Management
Colorado
$5.8K – – –
OIA
279
Optimum Investment Advisors
Illinois
$5.71K – – –
JAM
280
JCIC Asset Management
Ontario, Canada
$5.58K – – –
VCM
281
Versant Capital Management
Arizona
$4.92K – – –
HC
282
Hoese & Co
Minnesota
$4.28K – – –
BAM
283
Bellevue Asset Management
Washington
$2.44K – – –
SIC
284
SJS Investment Consulting
Ohio
$2.12K +$2K +46 New
CFB
285
Cullen/Frost Bankers
Texas
$1.94K +$1.83K +42 New
Commonwealth Equity Services
286
Commonwealth Equity Services
Massachusetts
$1.71K -$45.8K -1,052 -3%
CT
287
Caldwell Trust
Florida
$1.66K – – –
SWA
288
SOA Wealth Advisors
New York
$1.52K – – –
AIP
289
Ahrens Investment Partners
Louisiana
$1.47K +$1.39K +32 New
CAL
290
Capital Analysts LLC
Pennsylvania
$1K -$2.7K -62 -74%
HFM
291
Harvest Fund Management
China
$1K – – –
EARNEST Partners
292
EARNEST Partners
Georgia
$967 – – –
BIA
293
Bell Investment Advisors
California
$922 -$44 -1 -5%
JWA
294
JFS Wealth Advisors
Pennsylvania
$876 +$44 +1 +6%
SC
295
Schubert & Co
Texas
$830 +$349 +8 +80%
RWPA
296
Richard W. Paul & Associates
Michigan
$691 – – –
SSC
297
Syverson Strege & Co
Iowa
$691 +$654 +15 New
DAM
298
Delta Asset Management
Tennessee
$553 – – –
CWC
299
Carolinas Wealth Consulting
North Carolina
$461 – – –
FFA
300
Farther Finance Advisors
California
$322 – – –
10 11
12
13 14

BIPC Hedge Fund Activity: Q1 2023 in Review

307 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q1 2023, worth a combined $3.69B — down 81% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BIPC and 33 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 106 added.

The largest buyer was Mackenzie Financial, adding an estimated $191M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $8.45M.

  • 307 institutional investors held Brookfield Infrastructure (BIPC) as of Q1 2023, down from 317 in Q4 2022.
  • Funds reported $3.69B of Brookfield Infrastructure stock for Q1 2023, down 81% quarter-over-quarter.
  • 33 funds opened new Brookfield Infrastructure positions in Q1 2023 and 40 closed out, a net change of -7 holders.
  • The largest Brookfield Infrastructure buyer in Q1 2023 was Mackenzie Financial, an estimated $191M added.
  • The largest Brookfield Infrastructure seller in Q1 2023 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $8.45M sold.

Based on aggregated 13F filings for Q1 2023.