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Brookfield Infrastructure
BIPC

307 hedge funds and large institutions have $3.69B invested in Brookfield Infrastructure in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 95 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $428K

12% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 95

6.63% more ownership

Funds ownership: 68.51% → 75.14% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 317 → 307 (-10)

18% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 40

81% less capital invested

Capital invested by funds: $19.2B → $3.69B (-$15.5B)

Holders
307
Holders Change
-10
Holders Change %
-3.15%
% of All Funds
4.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
106
Reduced
95
Closed
40
Calls
$1.37M
Puts
$428K
Net Calls
+$940K
Net Calls Change
+$974K

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$191M
2
EIP
Epoch Investment Partners
New York
+$55.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$34M
4
CCM
Copeland Capital Management
Pennsylvania
+$27.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.24M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$8.45M
2
N
Nuveen
North Carolina
-$3.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.62M
4
Jane Street
Jane Street
New York
-$2.7M
5
BAMCO Inc
BAMCO Inc
New York
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$2.66M +$806K +18,504 +47%
LWIC
77
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.64M +$2.49M +57,225 New
BAMCO Inc
78
BAMCO Inc
New York
$2.46M -$2.46M -56,399 -51%
IIM
79
Ipswich Investment Management
Massachusetts
$2.4M -$114K -2,613 -5%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$2.37M -$809K -18,562 -26%
MIM
81
MetLife Investment Management
New Jersey
$2.36M – – –
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.32M +$30.3K +696 +1%
AIG
83
American International Group
New York
$2.18M +$41K +941 +2%
HAC
84
Harbor Advisory Corp
New Hampshire
$2.18M +$105K +2,412 +5%
LF
85
Lee Financial
Texas
$2.17M -$302K -6,919 -13%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$2M +$1.89M +43,321 New
LPL Financial
87
LPL Financial
California
$1.97M +$139K +3,182 +8%
Mirae Asset Global Investments
88
Mirae Asset Global Investments
South Korea
$1.96M – – –
KS
89
Karpas Strategies
Connecticut
$1.93M -$7.36K -169 -0.4%
Victory Capital Management
90
Victory Capital Management
Texas
$1.9M +$376K +8,632 +26%
LF
91
Lantz Financial
Illinois
$1.86M +$3.92K +90 +0.2%
DADC
92
D.A. Davidson & Co
Montana
$1.81M +$15.8K +362 +0.9%
IWC
93
Integrated Wealth Concepts
Massachusetts
$1.81M +$1.71M +39,216 New
DR
94
Davis Rea
Ontario, Canada
$1.77M -$39.7K -910 -2%
AIMCA
95
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.74M +$934K +21,429 +131%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$1.71M -$5.93K -136 -0.4%
California State Teachers Retirement System (CalSTRS)
97
California State Teachers Retirement System (CalSTRS)
California
$1.68M -$116K -2,660 -7%
Osaic Holdings
98
Osaic Holdings
Arizona
$1.67M +$174K +3,990 +12%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$1.62M +$565K +12,963 +58%
CCP
100
Carmel Capital Partners
California
$1.6M +$50.4K +1,156 +3%
2 3
4
5 6

BIPC Hedge Fund Activity: Q1 2023 in Review

307 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q1 2023, worth a combined $3.69B — down 81% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BIPC and 33 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 106 added.

The largest buyer was Mackenzie Financial, adding an estimated $191M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $8.45M.

  • 307 institutional investors held Brookfield Infrastructure (BIPC) as of Q1 2023, down from 317 in Q4 2022.
  • Funds reported $3.69B of Brookfield Infrastructure stock for Q1 2023, down 81% quarter-over-quarter.
  • 33 funds opened new Brookfield Infrastructure positions in Q1 2023 and 40 closed out, a net change of -7 holders.
  • The largest Brookfield Infrastructure buyer in Q1 2023 was Mackenzie Financial, an estimated $191M added.
  • The largest Brookfield Infrastructure seller in Q1 2023 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $8.45M sold.

Based on aggregated 13F filings for Q1 2023.