We are live on ! Find out more
BIPC icon

Brookfield Infrastructure
BIPC

322 hedge funds and large institutions have $3.19B invested in Brookfield Infrastructure in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 100 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 100

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.16% less ownership

Funds ownership: 71.97% → 71.81% (-0.16%)

3% less funds holding

Funds holding: 333 → 322 (-11)

7% less capital invested

Capital invested by funds: $3.43B → $3.19B (-$238M)

16% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 43

69% less call options, than puts

Call options by funds: $3.15M | Put options by funds: $9.99M

Holders
322
Holders Change
-11
Holders Change %
-3.3%
% of All Funds
4.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
121
Reduced
100
Closed
43
Calls
$3.15M
Puts
$9.99M
Net Calls
-$6.84M
Net Calls Change
+$2.55M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21.6M
2
ClearBridge Investments
ClearBridge Investments
New York
+$12.5M
3
Charles Schwab
Charles Schwab
California
+$11.6M
4
BlackRock
BlackRock
New York
+$10.8M
5
Brown Advisory
Brown Advisory
Maryland
+$9.63M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$47M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$28.7M
3
American Century Companies
American Century Companies
Missouri
-$23.4M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$14.1M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$9.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
26
Epoch Investment Partners
New York
$28.2M -$47M -1,411,044 -63%
TD Asset Management
27
TD Asset Management
Ontario, Canada
$25.9M -$14.1M -424,635 -36%
Goldman Sachs
28
Goldman Sachs
New York
$24.2M +$183K +5,494 +0.8%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$23.4M -$3.22M -96,745 -12%
Morgan Stanley
30
Morgan Stanley
New York
$23.3M +$185K +5,542 +0.8%
Charles Schwab
31
Charles Schwab
California
$20.9M +$11.6M +349,855 +130%
FAM
32
Fenimore Asset Management
New York
$19.2M +$1.59M +47,650 +9%
GC
33
Gratus Capital
Georgia
$17.6M +$3.21M +96,359 +23%
Bank of Nova Scotia
34
Bank of Nova Scotia
Ontario, Canada
$16.1M +$4.88M +146,597 +44%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$14.9M +$1.58M +47,319 +12%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7M +$8.41M +252,475 +132%
CIBC Asset Management
37
CIBC Asset Management
Ontario, Canada
$12.9M -$1.51M -45,359 -11%
GCC
38
Guardian Capital (Canada)
Ontario, Canada
$12.8M +$3.36M +101,013 +36%
ClearBridge Investments
39
ClearBridge Investments
New York
$12.6M +$12.5M +375,395 New
Legal & General Group
40
Legal & General Group
United Kingdom
$11.9M -$984K -29,553 -8%
LSAG
41
Lake Street Advisors Group
New Hampshire
$10.5M +$406K +12,208 +4%
CM
42
Churchill Management
California
$8.98M -$128K -3,842 -1%
JP Morgan Chase
43
JP Morgan Chase
New York
$8.32M -$111K -3,328 -1%
RJA
44
Raymond James & Associates
Florida
$8.14M +$923K +27,737 +13%
Swiss National Bank
45
Swiss National Bank
Switzerland
$7.91M -$46.6K -1,400 -0.6%
Connor, Clark & Lunn Investment Management (CC&L)
46
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.38M +$7.3M +219,119 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$7.29M +$137K +4,111 +2%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.51M -$165K -4,953 -2%
Jane Street
49
Jane Street
New York
$6.18M +$3.75M +112,703 +159%
AT
50
Avalon Trust
New Mexico
$6.14M +$347K +10,428 +6%
1
2
3 4 5

BIPC Hedge Fund Activity: Q2 2024 in Review

322 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q2 2024, worth a combined $3.19B — down 6.9% from $3.43B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of BIPC and 36 opened new positions — a net loss of 7 holders — while 100 trimmed existing stakes and 121 added.

The largest buyer was Royal Bank of Canada, adding an estimated $21.6M. The largest seller was Epoch Investment Partners, cutting an estimated $47M.

  • 322 institutional investors held Brookfield Infrastructure (BIPC) as of Q2 2024, down from 333 in Q1 2024.
  • Funds reported $3.19B of Brookfield Infrastructure stock for Q2 2024, down 6.9% quarter-over-quarter.
  • 36 funds opened new Brookfield Infrastructure positions in Q2 2024 and 43 closed out, a net change of -7 holders.
  • The largest Brookfield Infrastructure buyer in Q2 2024 was Royal Bank of Canada, an estimated $21.6M added.
  • The largest Brookfield Infrastructure seller in Q2 2024 was Epoch Investment Partners, an estimated $47M sold.

Based on aggregated 13F filings for Q2 2024.