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Brookfield Infrastructure

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: 12 (+1)

29% more capital invested

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

10% more funds holding

Funds holding: 322354 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
351
Aviso Financial
Ontario, Canada
$130 -$156 -4 -57%
OLVIG
352
Oliver Lagore Vanvalin Investment Group
Michigan
$87
RF
353
Robinswood Financial
Washington
$43
IIM
354
Intact Investment Management
Quebec, Canada
-$1.65M -49,100 Closed
IAIM
355
International Assets Investment Management
Florida
-$868K -25,778 Closed
GF
356
Gabelli Funds
New York
-$770K -22,876 Closed
GCIA
357
Gabelli & Co Investment Advisers
New York
-$737K -21,881 Closed
D.E. Shaw & Co
358
D.E. Shaw & Co
New York
-$635K -18,849 Closed
BPA
359
Beacon Pointe Advisors
California
-$501K -14,873 Closed
AIM
360
Aigen Investment Management
New York
-$354K -10,506 Closed
DBRC
361
D.B. Root & Company
Pennsylvania
-$344K -10,205 Closed
ACG
362
Aventail Capital Group
New York
-$312K -9,275 Closed
CM
363
Caption Management
Oklahoma
-$342K -8,800 Closed
AWS
364
Atria Wealth Solutions
New York
-$282K -8,375 Closed
Verition Fund Management
365
Verition Fund Management
Connecticut
-$212K -6,284 Closed
TC
366
Tacita Capital
Ontario, Canada
-$206K -6,119 Closed
GFP
367
Gryphon Financial Partners
Ohio
-$136K -4,048 Closed
GIS
368
Grayhawk Investment Strategies
Alberta, Canada
-$161K -3,496 Closed
FIA
369
FNY Investment Advisers
New York
-$37.9K -975 Closed
CT
370
Caldwell Trust
Florida
-$32K -950 Closed
LTI
371
Laffer Tengler Investments
Tennessee
-$29.9K -889 Closed
VAG
372
VisionPoint Advisory Group
Texas
-$18.7K -556 Closed
CTC
373
Central Trust Company
Missouri
-$9.49K -282 Closed
DMIC
374
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$6.7K -199 Closed
AFWM
375
Abich Financial Wealth Management
Virginia
-$5.05K -150 Closed

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.