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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
USCWA
176
U.S. Capital Wealth Advisors
Texas
$338K -$191K -4,375 -37%
GCP
177
GSA Capital Partners
United Kingdom
$330K +$312K +7,158 New
Ameriprise
178
Ameriprise
Minnesota
$329K +$27.9K +640 +10%
Creative Planning
179
Creative Planning
Kansas
$318K +$301K +6,905 New
BAM
180
Belpointe Asset Management
Nevada
$314K +$57.6K +1,321 +24%
MWM
181
Madison Wealth Management
Ohio
$306K -$7.5K -172 -3%
GAM
182
Griffin Asset Management
New York
$305K -$130K -2,987 -31%
LAS
183
LWM Advisory Services
Florida
$301K +$9.67K +222 +4%
TC
184
Tacita Capital
Ontario, Canada
$301K -$1.61K -37 -0.6%
PCS
185
Personal CFO Solutions
New Jersey
$296K +$280K +6,420 New
KI
186
Kapitalo Investimentos
Brazil
$291K +$275K +6,312 New
AAS
187
Ameritas Advisory Services
Nebraska
$288K -$246K -5,655 -47%
GCAC
188
Guardian Capital Advisors (Canada)
Ontario, Canada
$283K +$30.5K +701 +12%
Mitsubishi UFJ Trust & Banking
189
Mitsubishi UFJ Trust & Banking
Japan
$281K +$2.31K +53 +0.9%
NEI
190
Northwest & Ethical Investments
Ontario, Canada
$280K -$257K -5,898 -49%
TC
191
Truvestments Capital
Florida
$278K -$121K -2,778 -32%
State of Wisconsin Investment Board
192
State of Wisconsin Investment Board
Wisconsin
$276K +$261K +5,991 New
HighTower Advisors
193
HighTower Advisors
Illinois
$272K +$23.6K +542 +10%
MGWM
194
Marks Group Wealth Management
Minnesota
$270K – – –
DWM
195
Dorchester Wealth Management
Quebec, Canada
$270K -$7.71K -177 -3%
B
196
Bailard
California
$267K +$253K +5,800 New
X
197
Xponance
Pennsylvania
$265K +$4.4K +101 +2%
SRC
198
Stone Run Capital
New York
$254K – – –
CA
199
Callahan Advisors
Texas
$249K -$467K -10,721 -67%
MLICM
200
Metropolitan Life Insurance Company (MetLife)
New York
$244K -$33.2K -762 -13%
6 7
8
9 10

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.