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Brookfield Infrastructure
BIPC

322 hedge funds and large institutions have $3.19B invested in Brookfield Infrastructure in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 100 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 100

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.16% less ownership

Funds ownership: 71.97% → 71.81% (-0.16%)

3% less funds holding

Funds holding: 333 → 322 (-11)

7% less capital invested

Capital invested by funds: $3.43B → $3.19B (-$238M)

16% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 43

69% less call options, than puts

Call options by funds: $3.15M | Put options by funds: $9.99M

Holders
322
Holders Change
-11
Holders Change %
-3.3%
% of All Funds
4.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
121
Reduced
100
Closed
43
Calls
$3.15M
Puts
$9.99M
Net Calls
-$6.84M
Net Calls Change
+$2.55M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21.6M
2
ClearBridge Investments
ClearBridge Investments
New York
+$12.5M
3
Charles Schwab
Charles Schwab
California
+$11.6M
4
BlackRock
BlackRock
New York
+$10.8M
5
Brown Advisory
Brown Advisory
Maryland
+$9.63M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$47M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$28.7M
3
American Century Companies
American Century Companies
Missouri
-$23.4M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$14.1M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$9.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
276
Bell Investment Advisors
California
$6.67K +$633 +19 +11%
HCP
277
Hexagon Capital Partners
Arkansas
$6.5K -$2K -60 -24%
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$6.06K -$7.59K -228 -56%
NFSG
279
Newbridge Financial Services Group
Florida
$5.76K – – –
LC
280
Lindbrook Capital
California
$5.72K -$1.33K -40 -19%
PPC
281
Park Place Capital
Alabama
$5.59K +$5.53K +166 New
GRP
282
Global Retirement Partners
California
$5.43K +$4.89K +147 +1,050%
LWANC
283
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.05K – – –
SAG
284
Spotlight Asset Group
Illinois
$5.05K – – –
AFWM
285
Abich Financial Wealth Management
Virginia
$5.05K +$4.99K +150 New
SIS
286
Sound Income Strategies
Florida
$4.75K – – –
DJSG
287
D.J. St. Germain
Massachusetts
$4.54K – – –
OIA
288
Optimum Investment Advisors
Illinois
$4.17K – – –
BTC
289
Bank & Trust Company
Illinois
$4.17K +$4.13K +124 New
JAM
290
JCIC Asset Management
Ontario, Canada
$4.07K – – –
PGAM
291
Princeton Global Asset Management
New Jersey
$3.63K – – –
SAM
292
Smartleaf Asset Management
Massachusetts
$3.58K +$3.53K +106 New
SWM
293
Sugarloaf Wealth Management
Georgia
$3.54K – – –
BAM
294
Bellevue Asset Management
Washington
$3.16K +$233 +7 +8%
CPBTD
295
Central Pacific Bank - Trust Division
Hawaii
$2.52K – – –
PWA
296
Provenance Wealth Advisors
Florida
$2.52K – – –
HI
297
Harbour Investments
Wisconsin
$2.52K -$1.43K -43 -36%
GIA
298
GHP Investment Advisors
Colorado
$2.42K +$2.4K +72 New
FFA
299
Farther Finance Advisors
California
$2.38K -$1.13K -34 -32%
ITIM
300
Indiana Trust & Investment Management
Indiana
$2.05K – – –
10 11
12
13 14

BIPC Hedge Fund Activity: Q2 2024 in Review

322 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q2 2024, worth a combined $3.19B — down 6.9% from $3.43B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of BIPC and 36 opened new positions — a net loss of 7 holders — while 100 trimmed existing stakes and 121 added.

The largest buyer was Royal Bank of Canada, adding an estimated $21.6M. The largest seller was Epoch Investment Partners, cutting an estimated $47M.

  • 322 institutional investors held Brookfield Infrastructure (BIPC) as of Q2 2024, down from 333 in Q1 2024.
  • Funds reported $3.19B of Brookfield Infrastructure stock for Q2 2024, down 6.9% quarter-over-quarter.
  • 36 funds opened new Brookfield Infrastructure positions in Q2 2024 and 43 closed out, a net change of -7 holders.
  • The largest Brookfield Infrastructure buyer in Q2 2024 was Royal Bank of Canada, an estimated $21.6M added.
  • The largest Brookfield Infrastructure seller in Q2 2024 was Epoch Investment Partners, an estimated $47M sold.

Based on aggregated 13F filings for Q2 2024.