Brookfield Infrastructure
BIPC
313 hedge funds and large institutions have $2.97B invested in Brookfield Infrastructure in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 126 increasing their positions, 81 reducing their positions, and 44 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
56% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 81
20% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 44
2% more funds holding
Funds holding: 308 → 313 (+5)
8.21% less ownership
Funds ownership: 71.34% → 63.13% (-8.2%)
18% less capital invested
Capital invested by funds: $3.61B → $2.97B (-$644M)
42% less call options, than puts
Call options by funds: $27.4M | Put options by funds: $46.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.6M |
| 2 |
AAM
Alpine Associates Management
Palm Beach,
Florida
|
+$31.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$27.9M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$27M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$75.2M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$30.3M |
| 3 |
BlackRock
New York
|
-$12.8M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$11.4M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$10.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$5.79K | -127 | Closed |
|
|
HWM
352
Horizons Wealth Management
Asheville,
North Carolina
| – | -$3.98K | -87 | Closed |
|
|
DAC
353
Dividend Assets Capital
Ridgeland,
South Carolina
| – | -$2K | -44 | Closed |
|
|
CT
354
Caldwell Trust
Venice,
Florida
| – | -$1.64K | -36 | Closed |
|
355
Fidelity International
Hamilton,
Bermuda
| – | -$547 | -12 | Closed |
|
|
BFP
356
Briaud Financial Planning
College Station,
Texas
| – | +$248 | +6 | New |
|
BIPC Hedge Fund Activity: Q3 2023 in Review
313 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q3 2023, worth a combined $2.97B — down 18% from $3.61B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new BIPC positions and 44 closed out — a net gain of 9 holders — while 126 added to existing stakes and 81 trimmed.
The largest buyer was Vanguard Group, adding an estimated $37.6M. The largest seller was Canada Pension Plan Investment Board, exiting entirely with an estimated $75.2M sold.
- 313 institutional investors held Brookfield Infrastructure (BIPC) as of Q3 2023, up from 308 in Q2 2023.
- Funds reported $2.97B of Brookfield Infrastructure stock for Q3 2023, down 18% quarter-over-quarter.
- 53 funds opened new Brookfield Infrastructure positions in Q3 2023 and 44 closed out, a net change of +9 holders.
- The largest Brookfield Infrastructure buyer in Q3 2023 was Vanguard Group, an estimated $37.6M added.
- The largest Brookfield Infrastructure seller in Q3 2023 was Canada Pension Plan Investment Board, an estimated $75.2M sold.
Based on aggregated 13F filings for Q3 2023.