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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
W
276
WealthCollab
Washington
$11.7K +$10.5K +331 New
WPWM
277
Western Pacific Wealth Management
Illinois
$11.6K -$2.42K -76 -19%
CAS
278
Coppell Advisory Solutions
Texas
$9.46K -$1.53K -48 -15%
MLA
279
MB, Levis & Associates
Pennsylvania
$9.44K +$96 +3 +1%
AIM
280
Anchor Investment Management
South Carolina
$8.79K
GI
281
GAMMA Investing
California
$8.44K +$7.67K +241 New
APC
282
Aspire Private Capital
North Carolina
$7.76K +$7.01K +220 New
VAG
283
VisionPoint Advisory Group
Texas
$7.55K +$6.82K +214 New
SC
284
SouthState Corp
Florida
$7.41K
PA
285
Parallel Advisors
California
$7.06K +$5.35K +168 +525%
GG
286
Greenwood Gearhart
Arkansas
$6.67K +$6.02K +189 New
CT
287
Cambridge Trust
Massachusetts
$6.6K
BIA
288
Bell Investment Advisors
California
$6.32K +$4.49K +141 +371%
PWMG
289
Private Wealth Management Group
New Jersey
$6.17K +$5.57K +175 New
SAG
290
Spotlight Asset Group
Illinois
$5.3K
LWANC
291
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.29K
BWM
292
Baystate Wealth Management
Massachusetts
$5.29K +$4.78K +150 New
FFA
293
Farther Finance Advisors
California
$5.26K +$4.52K +142 +2,029%
CAL
294
Capital Analysts LLC
Pennsylvania
$5K +$3.79K +119 +541%
SIS
295
Sound Income Strategies
Florida
$4.97K +$287 +9 +7%
DJSG
296
D.J. St. Germain
Massachusetts
$4.76K
OIA
297
Optimum Investment Advisors
Illinois
$4.38K
JAM
298
JCIC Asset Management
Ontario, Canada
$4.27K
HI
299
Harbour Investments
Wisconsin
$4.16K -$4.62K -145 -55%
Simplex Trading
300
Simplex Trading
Illinois
$4K +$4.11K +129 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.