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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
LF
76
Lee Financial
Texas
$2.1M +$25.1K +590 +1%
PAMS
77
Pictet Asset Management (Switzerland)
Switzerland
$2.07M -$533K -12,544 -19%
Barclays
78
Barclays
United Kingdom
$2.05M +$497K +11,711 +29%
MIM
79
MetLife Investment Management
New Jersey
$1.99M -$39.7K -935 -2%
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$1.99M +$1.04M +24,532 +92%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.93M -$679 -16 -0%
MAM
82
Martingale Asset Management
Massachusetts
$1.88M +$42 +1 +0%
AIG
83
American International Group
New York
$1.8M -$7.18K -169 -0.4%
HAC
84
Harbor Advisory Corp
New Hampshire
$1.74M +$264K +6,218 +16%
DR
85
Davis Rea
Ontario, Canada
$1.72M -$108K -2,537 -6%
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$1.67M -$1.34M -31,536 -42%
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$1.65M +$48K +1,131 +3%
OQS
88
Occudo Quantitative Strategies
Florida
$1.64M -$34.5K -812 -2%
KS
89
Karpas Strategies
Connecticut
$1.63M
LF
90
Lantz Financial
Illinois
$1.56M +$849 +20 +0%
LPL Financial
91
LPL Financial
California
$1.54M +$23.8K +560 +1%
Stifel Financial
92
Stifel Financial
Missouri
$1.53M +$833K +19,626 +100%
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$1.52M +$17.8K +418 +1%
DADC
94
D.A. Davidson & Co
Montana
$1.52M -$8.41K -198 -0.5%
BCM
95
Brasada Capital Management
Texas
$1.51M -$470K -11,079 -22%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$1.49M -$75.3K -1,773 -4%
PAM
97
Panagora Asset Management
Massachusetts
$1.48M -$3.9M -91,790 -71%
LWAC
98
Laurel Wealth Advisors (California)
California
$1.47M +$1.35M +31,850 +528%
Prudential Financial
99
Prudential Financial
New Jersey
$1.46M +$230K +5,405 +17%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$1.45M

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.