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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
QC
326
Quent Capital
New York
$847 -$3.66K -115 -83%
DA
327
Denali Advisors
California
$741
JWA
328
JFS Wealth Advisors
Pennsylvania
$565
OLVIG
329
Oliver Lagore Vanvalin Investment Group
Michigan
$494 +$446 +14 New
GRP
330
Global Retirement Partners
California
$490 +$446 +14 New
IA
331
IFP Advisors
Florida
$459 -$13.9K -435 -97%
HNB
332
Huntington National Bank
Ohio
$423 -$987 -31 -72%
DAM
333
Delta Asset Management
Tennessee
$423
PPWM
334
PFG Private Wealth Management
Florida
$388 +$350 +11 New
HCP
335
Hexagon Capital Partners
Arkansas
$283 +$255 +8 New
MWM
336
Mascoma Wealth Management
New Hampshire
$247
CCA
337
Criterion Capital Advisors
Tennessee
$247 +$223 +7 New
SA
338
Scarborough Advisors
Maryland
$141 +$127 +4 New
TWD
339
True Wealth Design
Ohio
$71
TWP
340
TFO Wealth Partners
Ohio
$71 +$64 +2 New
WAS
341
Winch Advisory Services
Wisconsin
$38
FCA
342
FinTrust Capital Advisors
South Carolina
$36
RF
343
Robinswood Financial
Washington
$35
AAM
344
Alpine Associates Management
Florida
-$26.8M -759,475 Closed
Balyasny Asset Management
345
Balyasny Asset Management
Illinois
-$23.1M -653,810 Closed
PCM
346
Pentwater Capital Management
Florida
-$12.8M -363,390 Closed
ECM
347
Evergreen Capital Management
Washington
-$12.8M -361,259 Closed
FTCM
348
First Trust Capital Management
Illinois
-$11.1M -313,032 Closed
MF
349
Magnetar Financial
Illinois
-$6.45M -182,377 Closed
WAM
350
Weiss Asset Management
Massachusetts
-$5.08M -143,740 Closed

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.