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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
QT
376
Quantbot Technologies
New York
-$277K -7,846 Closed
LAS
377
LWM Advisory Services
Florida
-$231K -6,545 Closed
BHC
378
Bowen Hanes & Co
Florida
-$227K -6,411 Closed
BBHC
379
Brown Brothers Harriman & Co
New York
-$175K -4,954 Closed
AWM
380
Avior Wealth Management
Nebraska
-$50.4K -1,425 Closed
FMP
381
Financial Management Professionals
Texas
-$43K -1,209 Closed
Lazard Asset Management
382
Lazard Asset Management
New York
-$27K -765 Closed
Mitsubishi UFJ Trust & Banking
383
Mitsubishi UFJ Trust & Banking
Japan
-$23.4K -662 Closed
FIA
384
FNY Investment Advisers
New York
-$15.6K -489 Closed
NL
385
NVWM LLC
Pennsylvania
-$10.8K -340 Closed
EL
386
EMFO LLC
Florida
-$10.6K -300 Closed
TCOV
387
Trust Company of Vermont
Vermont
-$9.37K -265 Closed
HGERS
388
Householder Group Estate & Retirement Specialist
Arizona
-$8.73K -247 Closed
HC
389
Hoese & Co
Minnesota
-$3.5K -99 Closed
BCMLT
390
Beacon Capital Management LLC (Tennessee)
Tennessee
-$3.1K -68 Closed
SIC
391
SJS Investment Consulting
Ohio
-$1.63K -46 Closed
Optiver Holding
392
Optiver Holding
Netherlands
-$848 -24 Closed
EARNEST Partners
393
EARNEST Partners
Georgia
-$1.01K -21 Closed
RWPA
394
Richard W. Paul & Associates
Michigan
-$707 -20 Closed
IPW
395
Impact Partnership Wealth
Georgia
-$141 -4 Closed
CPG
396
Cornerstone Planning Group
New Jersey
-$106 -3 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.