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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
Morgan Stanley
26
Morgan Stanley
New York
$38.2M +$7.25M +186,425 +27%
N
27
Nuveen
North Carolina
$36.3M -$1.96M -50,379 -6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$36M +$5.16M +132,694 +19%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$34.3M -$14.6M -374,447 -32%
Wells Fargo
30
Wells Fargo
California
$33.8M -$3.1M -79,769 -9%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$30.1M +$20.7M +533,559 +336%
Charles Schwab
32
Charles Schwab
California
$27.3M +$346K +8,891 +1%
American Century Companies
33
American Century Companies
Missouri
$25.4M +$21.9M +564,382 +2,910%
FAM
34
Fenimore Asset Management
New York
$24.7M -$87.1K -2,240 -0.4%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.1M +$83.6K +2,150 +0.5%
ClearBridge Investments
36
ClearBridge Investments
New York
$16M -$267K -6,862 -2%
JP Morgan Chase
37
JP Morgan Chase
New York
$15.8M +$4.52M +116,256 +47%
Legal & General Group
38
Legal & General Group
United Kingdom
$15.7M +$319K +8,212 +2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$14.9M -$3.81M -97,938 -22%
CIBC Asset Management
40
CIBC Asset Management
Ontario, Canada
$14M -$2.59M -66,618 -17%
LSAG
41
Lake Street Advisors Group
New Hampshire
$13.9M +$300K +7,720 +2%
GCC
42
Guardian Capital (Canada)
Ontario, Canada
$13.7M -$2.49M -63,915 -17%
CM
43
Churchill Management
California
$11.5M -$76.6K -1,969 -0.7%
RJA
44
Raymond James & Associates
Florida
$10.4M -$95.3K -2,450 -1%
Swiss National Bank
45
Swiss National Bank
Switzerland
$10.2M -$62.2K -1,600 -0.7%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$9.17M -$213K -5,483 -3%
Barclays
47
Barclays
United Kingdom
$8.62M +$5.41M +139,112 +234%
AT
48
Avalon Trust
New Mexico
$7.99M +$57K +1,465 +0.8%
Ameriprise
49
Ameriprise
Minnesota
$7.81M +$1.35M +34,719 +24%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.34M -$1.95M -50,100 -23%

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.