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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
PGAM
301
Princeton Global Asset Management
New Jersey
$3.81K -$7.96K -250 -70%
SWM
302
Sugarloaf Wealth Management
Georgia
$3.75K -$446 -14 -12%
VCM
303
Versant Capital Management
Arizona
$3.67K +$3.02K +95 +1,056%
CFB
304
Cullen/Frost Bankers
Texas
$3.56K +$3.22K +101 New
CQS
305
Credential Qtrade Securities
$3.07K +$1.62K +51 +142%
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$3.03K +$892 +28 +48%
BAM
307
Bellevue Asset Management
Washington
$3K +$573 +18 +27%
LC
308
Lindbrook Capital
California
$2.93K +$350 +11 +15%
PWA
309
Provenance Wealth Advisors
Florida
$2.65K
KFI
310
Key Financial Inc
Pennsylvania
$2.4K +$2.17K +68 New
CFO
311
CVA Family Office
Colorado
$2.26K +$2.04K +64 New
BFPW
312
BOK Financial Private Wealth
Colorado
$2.19K +$1.97K +62 New
ITIM
313
Indiana Trust & Investment Management
Indiana
$2.15K
RTL
314
Red Tortoise LLC
Georgia
$2.15K +$1.94K +61 New
LFG
315
Larson Financial Group
Missouri
$2.01K -$47.8K -1,500 -96%
NFA
316
Northwest Financial Advisors
Virginia
$1.94K +$1.75K +55 New
CFD
317
Creative Financial Designs
Indiana
$1.79K +$1.62K +51 New
PS
318
Planned Solutions
California
$1.73K +$1.56K +49 New
BMC
319
Bear Mountain Capital
Washington
$1.71K +$1.56K +49 New
FG
320
Fairman Group
Pennsylvania
$1.69K +$1.53K +48 New
BC
321
Barrett & Company
Rhode Island
$1.3K +$1.18K +37 New
PP
322
PFS Partners
New Jersey
$1.2K
SWA
323
SOA Wealth Advisors
New York
$1.16K
HFM
324
Harvest Fund Management
China
$1K
AW
325
Avion Wealth
Texas
$1K +$605 +19 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.