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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
FHC
151
Forest Hill Capital
Arkansas
$550K +$115K +3,600 +30%
UFM
152
Ursa Fund Management
California
$547K +$334K +10,500 +210%
TPCW
153
TD Private Client Wealth
New York
$540K -$24.1K -757 -5%
RAM
154
Redmond Asset Management
Virginia
$524K +$220K +6,909 +87%
HA
155
Herold Advisors
New York
$497K -$34.1K -1,070 -7%
WHC
156
Wulff, Hansen & Co
California
$493K -$18.8K -589 -4%
Corient Private Wealth
157
Corient Private Wealth
Florida
$487K -$1.61M -50,557 -79%
TC
158
Truvestments Capital
Florida
$485K +$258K +8,091 +143%
CAM
159
Cresset Asset Management
Illinois
$481K -$193K -6,059 -31%
Prudential Financial
160
Prudential Financial
New Jersey
$476K +$99.5K +3,124 +30%
Bessemer Group
161
Bessemer Group
New Jersey
$473K +$64.8K +2,034 +18%
QCIG
162
Quad-Cities Investment Group
Iowa
$473K +$415K +13,036 New
SO
163
STRS Ohio
Ohio
$469K -$989K -31,047 -70%
DC
164
Davenport & Co
Virginia
$462K +$5.54K +174 +1%
TIM
165
Timelo Investment Management
Ontario, Canada
$459K +$414K +13,000 New
TI
166
Trexquant Investment
Connecticut
$451K +$407K +12,782 New
Allianz Asset Management
167
Allianz Asset Management
Germany
$445K +$399K +12,541 New
CAG
168
Crestwood Advisors Group
Massachusetts
$443K -$39.5K -1,241 -9%
EPM
169
Equitec Proprietary Markets
Illinois
$441K +$399K +12,514 New
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$439K +$37.2K +1,169 +10%
AIP
171
Ameritas Investment Partners
Nebraska
$438K +$83.2K +2,613 +27%
Wealth Enhancement Advisory Services
172
Wealth Enhancement Advisory Services
Minnesota
$435K +$85.1K +2,671 +28%
SG Americas Securities
173
SG Americas Securities
New York
$433K -$1.15M -36,000 -75%
TCM
174
Tandem Capital Management
New Jersey
$430K -$2.67K -84 -0.7%
HighTower Advisors
175
HighTower Advisors
Illinois
$430K +$129K +4,060 +50%

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.