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Brookfield Infrastructure

317 hedge funds and large institutions have $19.2B invested in Brookfield Infrastructure in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

569% more capital invested

Capital invested by funds: $2.87B → $19.2B (+$16.3B)

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

3.8% more ownership

Funds ownership: 64.71%68.51% (+3.8%)

2% more funds holding

Funds holding: 310317 (+7)

7% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 101

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less call options, than puts

Call options by funds: $542K | Put options by funds: $576K

Holders
317
Holders Change
+7
Holders Change %
+2.26%
% of All Funds
5.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
108
Reduced
101
Closed
33
Calls
$542K
Puts
$576K
Net Calls
-$34K
Net Calls Change
+$3.38M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$24.4M +$1.51M +35,477 +6%
TD Asset Management
27
TD Asset Management
Ontario, Canada
$20.8M +$361K +8,498 +2%
Goldman Sachs
28
Goldman Sachs
New York
$19.9M -$3.82M -90,030 -15%
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19.7M -$13.7M -323,793 -39%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$19.6M +$1.06M +24,940 +5%
Wells Fargo
31
Wells Fargo
California
$19.5M -$1.62M -38,134 -7%
GCC
32
Guardian Capital (Canada)
Ontario, Canada
$18M +$8.76M +206,295 +80%
FAM
33
Fenimore Asset Management
New York
$13.9M -$65.6K -1,544 -0.4%
Morgan Stanley
34
Morgan Stanley
New York
$13.4M -$10.3M -243,199 -41%
ECM
35
Evergreen Capital Management
Washington
$12.2M +$56.3K +1,326 +0.4%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$12M -$758K -17,861 -5%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$11.8M +$1.25M +29,526 +11%
JP Morgan Chase
38
JP Morgan Chase
New York
$10.5M -$1.47M -34,607 -11%
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$10.4M +$11.4M +267,600 New
Legal & General Group
40
Legal & General Group
United Kingdom
$10.1M -$43.8K -1,032 -0.4%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$9.71M +$2.3M +54,190 +4%
Swiss National Bank
42
Swiss National Bank
Switzerland
$9.38M +$161K +3,800 +2%
LSAG
43
Lake Street Advisors Group
New Hampshire
$9.26M +$472K +11,118 +5%
Toronto Dominion Bank
44
Toronto Dominion Bank
Ontario, Canada
$9.1M -$30.9K -727 -0.3%
Charles Schwab
45
Charles Schwab
California
$8.57M +$181K +4,273 +2%
CIBC Asset Management
46
CIBC Asset Management
Ontario, Canada
$8.48M +$5.34M +125,667 +136%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$6.49M -$1.15M -27,068 -14%
First Manhattan
48
First Manhattan
New York
$6.23M -$158K -3,731 -2%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.23M -$458K -10,774 -6%
CG
50
Colony Group
Massachusetts
$6.17M +$281K +6,609 +4%

BIPC Hedge Fund Activity: Q4 2022 in Review

317 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q4 2022, worth a combined $19.2B — up 569% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BIPC positions and 33 closed out — a net gain of 14 holders — while 108 added to existing stakes and 101 trimmed.

The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $99.8M. The largest seller was BlackRock, cutting an estimated $15.7M.

  • 317 institutional investors held Brookfield Infrastructure (BIPC) as of Q4 2022, up from 310 in Q3 2022.
  • Funds reported $19.2B of Brookfield Infrastructure stock for Q4 2022, up 569% quarter-over-quarter.
  • 47 funds opened new Brookfield Infrastructure positions in Q4 2022 and 33 closed out, a net change of +14 holders.
  • The largest Brookfield Infrastructure buyer in Q4 2022 was Arete Wealth Advisors, an estimated $99.8M added.
  • The largest Brookfield Infrastructure seller in Q4 2022 was BlackRock, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2022.