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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
HA
151
Herold Advisors
New York
$628K +$218 +5 +0%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$618K +$51K +1,171 +10%
BCM
153
Brasada Capital Management
Texas
$612K -$1.12M -25,590 -66%
MAM
154
Martingale Asset Management
Massachusetts
$601K -$1.53M -35,192 -73%
CFA
155
CWS Financial Advisors
Michigan
$597K +$341K +7,824 +152%
AACA
156
American Assets Capital Advisers
California
$563K -$557K -12,773 -51%
Truist Financial
157
Truist Financial
North Carolina
$562K +$531K +12,192 New
Man Group
158
Man Group
United Kingdom
$553K -$491K -11,275 Closed
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$534K +$7.23K +166 +1%
SCA
160
Snowden Capital Advisors
New York
$529K +$197K +4,510 +65%
TCM
161
Tandem Capital Management
New Jersey
$528K -$1.31K -30 -0.3%
Bank of Nova Scotia
162
Bank of Nova Scotia
Ontario, Canada
$521K -$17.4K -400 -3%
Walleye Capital
163
Walleye Capital
New York
$506K +$479K +10,984 New
Mariner
164
Mariner
Kansas
$463K +$70.1K +1,609 +19%
TC
165
TownSquare Capital
Utah
$449K -$76.8K -1,763 -15%
GC
166
Gilbert & Cook
Iowa
$439K +$7.41K +170 +2%
TP
167
Tranquility Partners
Tennessee
$434K +$130K +2,985 +46%
UCFA
168
United Capital Financial Advisors
Texas
$419K -$36.2K -830 -8%
Cerity Partners
169
Cerity Partners
New York
$413K -$77.7K -1,783 -16%
FAIM
170
Financial Advocates Investment Management
Washington
$409K -$57.2K -1,312 -13%
GWSG
171
GPS Wealth Strategies Group
Colorado
$407K +$385K +8,832 New
AIP
172
Ameritas Investment Partners
Nebraska
$362K +$8.11K +186 +2%
SAM
173
Shell Asset Management
Netherlands
$362K – – –
KCM
174
Kendall Capital Management
Maryland
$349K -$10.5K -240 -3%
BHC
175
Bowen Hanes & Co
Florida
$345K -$24.2K -555 -7%
5 6
7
8 9

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.