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Brookfield Infrastructure
BIPC

354 hedge funds and large institutions have $4.11B invested in Brookfield Infrastructure in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 111 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 25

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more capital invested

Capital invested by funds: $3.19B → $4.11B (+$919M)

10% more funds holding

Funds holding: 322 → 354 (+32)

0% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 111

0.01% less ownership

Funds ownership: 71.81% → 71.8% (-0.01%)

64% less call options, than puts

Call options by funds: $4.08M | Put options by funds: $11.3M

Holders
354
Holders Change
+32
Holders Change %
+9.94%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
111
Reduced
111
Closed
25
Calls
$4.08M
Puts
$11.3M
Net Calls
-$7.25M
Net Calls Change
-$403K

Top Buyers

1
EIP
Epoch Investment Partners
New York
+$32.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.2M
3
American Century Companies
American Century Companies
Missouri
+$21.9M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$20.7M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$15M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$22.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$20.4M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$16.2M
5
BlackRock
BlackRock
New York
-$14.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
301
Newbridge Financial Services Group
Florida
$7.43K – – –
PPC
302
Park Place Capital
Alabama
$7.21K – – –
GRP
303
Global Retirement Partners
California
$6.99K – – –
LWANC
304
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.51K – – –
GWP
305
Gen-Wealth Partners
Michigan
$6.45K +$5.87K +151 New
CWA
306
Carolina Wealth Advisors
South Carolina
$6.43K +$5.75K +148 New
HCP
307
Hexagon Capital Partners
Arkansas
$6.17K -$1.98K -51 -26%
HWM
308
Hemington Wealth Management
Virginia
$6K +$6.14K +158 New
DJSG
309
D.J. St. Germain
Massachusetts
$5.86K – – –
SIS
310
Sound Income Strategies
Florida
$5.73K -$350 -9 -6%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$5.65K -$1.94K -50 -28%
BTC
312
Bank & Trust Company
Illinois
$5.38K – – –
OIA
313
Optimum Investment Advisors
Illinois
$5.38K – – –
HWA
314
HHM Wealth Advisors
Tennessee
$5.26K -$4K -103 -46%
JAM
315
JCIC Asset Management
Ontario, Canada
$5.25K – – –
PFA
316
Pathway Financial Advisers
Indiana
$5.12K +$8.58M +220,581 +11,622%
PGAM
317
Princeton Global Asset Management
New Jersey
$4.69K – – –
ME
318
McIlrath & Eck
Washington
$4.26K -$11.8K -303 -76%
BAM
319
Bellevue Asset Management
Washington
$3.87K -$194 -5 -5%
CMA
320
Cedar Mountain Advisors
Oregon
$3.6K +$3.23K +83 New
JFGIW
321
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.52K +$3.15K +81 New
SWM
322
Sugarloaf Wealth Management
Georgia
$3.51K -$933 -24 -23%
CWP
323
Concord Wealth Partners
Virginia
$3.39K +$3.03K +78 New
CPA
324
Capital Performance Advisors
California
$3.34K +$2.99K +77 New
CPBTD
325
Central Pacific Bank - Trust Division
Hawaii
$3.26K – – –
11 12
13
14 15

BIPC Hedge Fund Activity: Q3 2024 in Review

354 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q3 2024, worth a combined $4.11B — up 29% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BIPC positions and 25 closed out — a net gain of 36 holders — while 111 added to existing stakes and 111 trimmed.

The largest buyer was Epoch Investment Partners, adding an estimated $32.7M. The largest seller was Bank of Montreal, cutting an estimated $28.8M.

  • 354 institutional investors held Brookfield Infrastructure (BIPC) as of Q3 2024, up from 322 in Q2 2024.
  • Funds reported $4.11B of Brookfield Infrastructure stock for Q3 2024, up 29% quarter-over-quarter.
  • 61 funds opened new Brookfield Infrastructure positions in Q3 2024 and 25 closed out, a net change of +36 holders.
  • The largest Brookfield Infrastructure buyer in Q3 2024 was Epoch Investment Partners, an estimated $32.7M added.
  • The largest Brookfield Infrastructure seller in Q3 2024 was Bank of Montreal, an estimated $28.8M sold.

Based on aggregated 13F filings for Q3 2024.