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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
EW
176
Evoke Wealth
California
$284K
TC
177
TownSquare Capital
Utah
$283K +$258K +6,228 New
Prudential Financial
178
Prudential Financial
New Jersey
$279K -$9.56K -231 -4%
MGWM
179
Marks Group Wealth Management
Minnesota
$278K +$2.23K +54 +0.9%
Acadian Asset Management
180
Acadian Asset Management
Massachusetts
$274K
Ameriprise
181
Ameriprise
Minnesota
$274K +$4.72K +114 +2%
RJFSA
182
Raymond James Financial Services Advisors
Florida
$267K +$242K +5,853 New
SRC
183
Stone Run Capital
New York
$251K
WJWM
184
Williams Jones Wealth Management
New York
$242K -$15.4K -372 -7%
CC
185
Cannell & Co
New York
$239K
UCFA
186
United Capital Financial Advisors
Texas
$235K -$8.24K -199 -4%
FWP
187
Firethorn Wealth Partners
Georgia
$232K +$211K +5,094 New
AAS
188
Ameritas Advisory Services
Nebraska
$229K +$208K +5,034 New
HSBC Holdings
189
HSBC Holdings
United Kingdom
$225K -$174K -4,208 -46%
Creative Planning
190
Creative Planning
Kansas
$221K -$11.1K -267 -5%
Arrowstreet Capital
191
Arrowstreet Capital
Massachusetts
$216K +$196K +4,737 New
HighTower Advisors
192
HighTower Advisors
Illinois
$211K +$194K +4,683 New
VWM
193
Venturi Wealth Management
Texas
$207K -$35.4K -856 -16%
PAMS
194
Pictet Asset Management (Switzerland)
Switzerland
$205K +$186K +4,500 New
WI
195
Wintrust Investments
Illinois
$203K +$185K +4,460 New
FAIM
196
Financial Advocates Investment Management
Washington
$201K -$256K -6,180 -58%
Mitsubishi UFJ Trust & Banking
197
Mitsubishi UFJ Trust & Banking
Japan
$199K +$16.1K +389 +10%
PP
198
Pacifica Partners
Canada
$197K -$2.36K -57 -1%
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$164K +$69.5K +1,680 +83%
Simplex Trading
200
Simplex Trading
Illinois
$138K +$126K +3,044 New

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.