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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
AIP
151
Ameritas Investment Partners
Nebraska
$159K
SOADOR
152
State of Alaska Department of Revenue
Alaska
$144K +$130K +3,914 New
Citigroup
153
Citigroup
New York
$139K -$324K -9,742 -72%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$97K -$1.26K -38 -1%
DZ Bank
155
DZ Bank
Germany
$88.4K +$29.9K +900 +60%
IA
156
IFP Advisors
Florida
$79K
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$75K +$67.4K +2,025 New
NEI
158
Northwest & Ethical Investments
Ontario, Canada
$73.6K +$66.3K +1,992 New
QT
159
Quantbot Technologies
New York
$65K +$58.9K +1,772 New
TFA
160
Toth Financial Advisory
Virginia
$63K
SIA
161
SeaBridge Investment Advisors
New Jersey
$39K -$898 -27 -2%
SBL
162
Sargent Bickham Lagudis
Colorado
$35K
HI
163
Hudock Inc
Pennsylvania
$35K +$200 +6 +0.6%
FPB
164
First PREMIER Bank
South Dakota
$31K
CFB
165
Cullen/Frost Bankers
Texas
$31K +$22K +661 +396%
Schroder Investment Management Group
166
Schroder Investment Management Group
United Kingdom
$29K +$20.1K +603 New
EP
167
Eudaimonia Partners
Tennessee
$28K
BCA
168
Berman Capital Advisors
Georgia
$21K +$19.3K +581 New
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$19K
TC
170
Trust Company
Kansas
$18K
WT
171
Washington Trust
Rhode Island
$17K +$2.19K +66 +17%
OIA
172
Optimum Investment Advisors
Illinois
$16K +$67 +2 +0.5%
PGAM
173
Princeton Global Asset Management
New Jersey
$15K
US Bancorp
174
US Bancorp
Minnesota
$13K -$5.52K -166 -32%
NL
175
NVWM LLC
Pennsylvania
$13K

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.