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Brookfield Infrastructure

299 hedge funds and large institutions have $3.17B invested in Brookfield Infrastructure in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 104 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

49% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 70

33% more capital invested

Capital invested by funds: $2.38B → $3.17B (+$786M)

21.92% more ownership

Funds ownership: 132.65%154.56% (+22%)

12% more funds holding

Funds holding: 268299 (+31)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

56% less call options, than puts

Call options by funds: $2.59M | Put options by funds: $5.82M

Holders
299
Holders Change
+31
Holders Change %
+11.57%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
60
Increased
104
Reduced
70
Closed
27
Calls
$2.59M
Puts
$5.82M
Net Calls
-$3.23M
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
151
LWM Advisory Services
Florida
$466K +$423K +10,223 New
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$456K +$137K +3,307 +48%
HCA
153
Harbour Capital Advisors
Virginia
$453K +$160K +3,863 +64%
Stifel Financial
154
Stifel Financial
Missouri
$453K +$412K +9,945 New
TCM
155
Tandem Capital Management
New Jersey
$449K -$62.9K -1,519 -13%
BAM
156
Belpointe Asset Management
Nevada
$427K -$33.7K -814 -8%
GWSG
157
GPS Wealth Strategies Group
Colorado
$393K +$37.3K +901 +12%
DWM
158
Dorchester Wealth Management
Quebec, Canada
$384K +$97.2K +2,349 +38%
PP
159
Palladium Partners
Virginia
$375K
GC
160
Gilbert & Cook
Iowa
$375K +$23.5K +567 +7%
BPA
161
Beacon Pointe Advisors
California
$355K
BHC
162
Bowen Hanes & Co
Florida
$349K
TCWM
163
Total Clarity Wealth Management
Illinois
$348K +$317K +7,650 New
HKAM
164
Horizon Kinetics Asset Management
New York
$347K -$1.57K -38 -0.5%
YIH
165
Y-Intercept (HK)
Hong Kong
$331K +$302K +7,286 New
AIP
166
Ameritas Investment Partners
Nebraska
$330K +$37.3K +900 +14%
MWM
167
Madison Wealth Management
Ohio
$329K -$4.22K -102 -1%
LWAC
168
Laurel Wealth Advisors (California)
California
$327K
SEI Investments
169
SEI Investments
Pennsylvania
$327K +$298K +7,188 New
WSCM
170
Wellington Shields Capital Management
New York
$314K
Millennium Management
171
Millennium Management
New York
$313K -$18.1M -436,896 -98%
TC
172
Tacita Capital
Ontario, Canada
$306K
FPCP
173
Fort Point Capital Partners
California
$304K -$1.61K -39 -0.6%
SAM
174
Shell Asset Management
Netherlands
$296K +$55.8K +1,347 +26%
T. Rowe Price Associates
175
T. Rowe Price Associates
Maryland
$286K -$19.7K -476 -7%

BIPC Hedge Fund Activity: Q4 2021 in Review

299 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q4 2021, worth a combined $3.17B — up 33% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BIPC positions and 27 closed out — a net gain of 33 holders — while 104 added to existing stakes and 70 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $88.4M. The largest seller was Franklin Resources, cutting an estimated $111M.

  • 299 institutional investors held Brookfield Infrastructure (BIPC) as of Q4 2021, up from 268 in Q3 2021.
  • Funds reported $3.17B of Brookfield Infrastructure stock for Q4 2021, up 33% quarter-over-quarter.
  • 60 funds opened new Brookfield Infrastructure positions in Q4 2021 and 27 closed out, a net change of +33 holders.
  • The largest Brookfield Infrastructure buyer in Q4 2021 was Fidelity Investments, an estimated $88.4M added.
  • The largest Brookfield Infrastructure seller in Q4 2021 was Franklin Resources, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2021.