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Brookfield Infrastructure

342 hedge funds and large institutions have $3.36B invested in Brookfield Infrastructure in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 143 increasing their positions, 73 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 73

61% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 54

13% more capital invested

Capital invested by funds: $2.97B → $3.36B (+$392M)

9% more funds holding

Funds holding: 313342 (+29)

8.83% more ownership

Funds ownership: 63.13%71.96% (+8.8%)

5% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $22.4M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
342
Holders Change
+29
Holders Change %
+9.27%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
87
Increased
143
Reduced
73
Closed
54
Calls
$23.5M
Puts
$22.4M
Net Calls
+$1.05M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$789K -$244K -7,677 -26%
Franklin Resources
127
Franklin Resources
California
$788K -$82.3K -2,583 -10%
1832 Asset Management
128
1832 Asset Management
Ontario, Canada
$782K -$99.4K -3,122 -12%
GCIA
129
Gabelli & Co Investment Advisers
New York
$772K +$697K +21,881 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$771K +$180K +5,650 +35%
RCMF
131
RK Capital Management (Florida)
Florida
$754K +$681K +21,383 New
PA
132
Procyon Advisors
Connecticut
$754K +$129K +4,061 +23%
BONST
133
Bank of Nova Scotia Trust
Ontario, Canada
$727K -$534K -16,767 -45%
VCS
134
Vaughan & Co Securities
New Jersey
$717K +$647K +20,323 New
ASN
135
Advisory Services Network
Georgia
$704K +$106K +3,318 +20%
California State Teachers Retirement System (CalSTRS)
136
California State Teachers Retirement System (CalSTRS)
California
$697K -$219K -6,883 -26%
BIC
137
Beach Investment Counsel
Pennsylvania
$663K -$67.7K -2,126 -10%
Pictet Asset Management
138
Pictet Asset Management
Switzerland
$663K +$88.2K +2,769 +17%
GC
139
Gilbert & Cook
Iowa
$657K +$149K +4,665 +33%
VPIM
140
Vanguard Personalized Indexing Management
California
$656K +$386K +12,110 +186%
KAS
141
Kestra Advisory Services
Texas
$652K +$70.7K +2,220 +14%
GCP
142
GSA Capital Partners
United Kingdom
$638K +$324K +10,177 +129%
TP
143
Tranquility Partners
Tennessee
$633K +$571K +17,934 New
Cerity Partners
144
Cerity Partners
New York
$624K +$254K +7,983 +82%
RDIA
145
RE Dickinson Investment Advisors
Iowa
$614K
Citigroup
146
Citigroup
New York
$613K +$540K +16,960 +5,267%
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$603K +$544K +17,097 New
BPA
148
Beacon Pointe Advisors
California
$592K -$40.7K -1,278 -7%
GC
149
Guggenheim Capital
Illinois
$562K +$507K +15,922 New
DR
150
Davis Rea
Ontario, Canada
$555K -$549K -17,228 -52%

BIPC Hedge Fund Activity: Q4 2023 in Review

342 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q4 2023, worth a combined $3.36B — up 13% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BIPC positions and 54 closed out — a net gain of 33 holders — while 143 added to existing stakes and 73 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $110M. The largest seller was Capital Research Global Investors, cutting an estimated $41.4M.

  • 342 institutional investors held Brookfield Infrastructure (BIPC) as of Q4 2023, up from 313 in Q3 2023.
  • Funds reported $3.36B of Brookfield Infrastructure stock for Q4 2023, up 13% quarter-over-quarter.
  • 87 funds opened new Brookfield Infrastructure positions in Q4 2023 and 54 closed out, a net change of +33 holders.
  • The largest Brookfield Infrastructure buyer in Q4 2023 was Dimensional Fund Advisors, an estimated $110M added.
  • The largest Brookfield Infrastructure seller in Q4 2023 was Capital Research Global Investors, an estimated $41.4M sold.

Based on aggregated 13F filings for Q4 2023.