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Brookfield Infrastructure

233 hedge funds and large institutions have $1.63B invested in Brookfield Infrastructure in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 71 increasing their positions, 57 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more capital invested

Capital invested by funds: $752M → $1.63B (+$878M)

41.28% more ownership

Funds ownership: 53.45%94.72% (+41%)

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

25% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 57

5% more funds holding

Funds holding: 221233 (+12)

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
51
Increased
71
Reduced
57
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
76
Toronto Dominion Bank
Ontario, Canada
$1.28M +$144K +4,339 +14%
SFS
77
Sowell Financial Services
Arkansas
$1.26M +$430K +12,928 +61%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$1.19M +$138K +4,138 +15%
DR
79
Davis Rea
Ontario, Canada
$1.14M +$91.5K +2,751 +10%
SFA
80
Sequoia Financial Advisors
Ohio
$1.09M -$2.69K -81 -0.3%
SAM
81
Securian Asset Management
Minnesota
$1.08M +$284K +8,550 +41%
AIG
82
American International Group
New York
$1.08M -$22.1K -665 -2%
ACH
83
ArrowMark Colorado Holdings
Colorado
$1.03M
Canada Life
84
Canada Life
Manitoba, Canada
$957K +$320K +9,633 +59%
SO
85
STRS Ohio
Ohio
$936K +$429K +12,900 +104%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$906K +$3.76K +113 +0.5%
MRCM
87
M&R Capital Management
New Jersey
$901K +$124K +3,734 +18%
TI
88
TT International
United Kingdom
$887K +$756K +22,722 New
SPIA
89
Steward Partners Investment Advisory
New York
$884K +$253K +7,620 +47%
PPA
90
Parametric Portfolio Associates
Washington
$877K +$243K +7,307 +44%
Legal & General Group
91
Legal & General Group
United Kingdom
$874K +$552K +16,585 +232%
TC
92
Truvestments Capital
Florida
$864K +$778K +23,399 New
ECM
93
ExodusPoint Capital Management
New York
$855K +$770K +23,154 New
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$846K +$37.9K +1,141 +5%
HAC
95
Harbor Advisory Corp
New Hampshire
$826K -$172K -5,157 -19%
SCA
96
Salient Capital Advisors
Texas
$818K +$736K +22,142 New
JCM
97
Jag Capital Management
Missouri
$797K +$8.45K +254 +1%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$793K -$16.4K -494 -2%
BIC
99
Beach Investment Counsel
Pennsylvania
$790K -$13.8K -415 -2%
Los Angeles Capital Management
100
Los Angeles Capital Management
California
$782K -$28.5K -858 -4%

BIPC Hedge Fund Activity: Q3 2020 in Review

233 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q3 2020, worth a combined $1.63B — up 117% from $752M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BIPC positions and 39 closed out — a net gain of 12 holders — while 71 added to existing stakes and 57 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $433M. The largest seller was Bank of Montreal, cutting an estimated $9.26M.

  • 233 institutional investors held Brookfield Infrastructure (BIPC) as of Q3 2020, up from 221 in Q2 2020.
  • Funds reported $1.63B of Brookfield Infrastructure stock for Q3 2020, up 117% quarter-over-quarter.
  • 51 funds opened new Brookfield Infrastructure positions in Q3 2020 and 39 closed out, a net change of +12 holders.
  • The largest Brookfield Infrastructure buyer in Q3 2020 was Brookfield Corp, an estimated $433M added.
  • The largest Brookfield Infrastructure seller in Q3 2020 was Bank of Montreal, an estimated $9.26M sold.

Based on aggregated 13F filings for Q3 2020.