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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
TPCW
126
TD Private Client Wealth
New York
$985K +$932K +21,394 New
Franklin Resources
127
Franklin Resources
California
$982K -$22.5K -516 -2%
Los Angeles Capital Management
128
Los Angeles Capital Management
California
$964K -$1.31M -30,128 -59%
SPC
129
Sigma Planning Corp
Michigan
$944K -$218 -5 -0%
BIC
130
Beach Investment Counsel
Pennsylvania
$933K – – –
WC
131
Weil Company
California
$923K +$873K +20,044 New
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$861K +$67K +1,538 +9%
ASN
133
Advisory Services Network
Georgia
$825K -$4.62K -106 -0.6%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$818K +$260K +5,970 +51%
Jane Street
135
Jane Street
New York
$795K -$2.7M -62,037 -78%
Corient Private Wealth
136
Corient Private Wealth
Florida
$793K +$89.6K +2,057 +14%
KAS
137
Kestra Advisory Services
Texas
$790K -$64.1K -1,470 -8%
RDIA
138
RE Dickinson Investment Advisors
Iowa
$775K -$21.6K -495 -3%
BAM
139
Burgundy Asset Management
Ontario, Canada
$771K – – –
BPA
140
Beacon Pointe Advisors
California
$768K +$3.23K +74 +0.4%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$725K +$170K +3,899 +33%
WHC
142
Wulff, Hansen & Co
California
$712K -$3.92K -90 -0.6%
BTWM
143
Baker Tilly Wealth Management
Wisconsin
$701K -$77.6K -1,781 -10%
PAMS
144
Pictet Asset Management (Switzerland)
Switzerland
$693K -$1.67M -38,325 -72%
DC
145
Davenport & Co
Virginia
$687K -$154K -3,538 -19%
HCA
146
Harbour Capital Advisors
Virginia
$670K +$654 +15 +0.1%
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$664K -$1.96M -45,019 -76%
1832 Asset Management
148
1832 Asset Management
Ontario, Canada
$656K +$7.15K +164 +1%
Prudential Financial
149
Prudential Financial
New Jersey
$654K -$970K -22,270 -59%
AB
150
Amalgamated Bank
New York
$640K -$95.6K -2,194 -14%
4 5
6
7 8

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.