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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
SCA
176
Snowden Capital Advisors
New York
$429K +$28.4K +891 +8%
AWM
177
AE Wealth Management
Kansas
$425K +$388K +12,169 New
Squarepoint
178
Squarepoint
New York
$423K +$382K +11,983 New
HF
179
HRT Financial
New York
$420K -$3.95M -124,052 -91%
PS
180
Principal Securities
Iowa
$417K +$377K +11,826 New
ECM
181
ExodusPoint Capital Management
New York
$410K -$2.27M -71,265 -86%
WG
182
Winton Group
United Kingdom
$408K +$368K +11,563 New
WA
183
WESPAC Advisors
California
$406K +$367K +11,511 New
SPC
184
Sigma Planning Corp
Michigan
$401K -$293K -9,198 -45%
AB
185
Amalgamated Bank
New York
$401K +$3.38K +106 +0.9%
GWM
186
Greenwich Wealth Management
Connecticut
$368K +$83.6K +2,625 +34%
PCM
187
Parsons Capital Management
Rhode Island
$359K
TCM
188
Teza Capital Management
Illinois
$342K +$309K +9,689 New
PWMG
189
Pinnacle Wealth Management Group
Michigan
$341K +$308K +9,670 New
MGWM
190
Marks Group Wealth Management
Minnesota
$335K +$63.5K +1,994 +27%
CAM
191
Creekmur Asset Management
Illinois
$327K +$295K +9,268 New
CL
192
CSS LLC
Illinois
$321K -$714K -22,413 -71%
BFEC
193
Benjamin F. Edwards & Company
Missouri
$318K +$280K +8,792 +3,996%
FAIM
194
Financial Advocates Investment Management
Washington
$314K -$1.43K -45 -0.5%
CFA
195
CWS Financial Advisors
Michigan
$313K -$127K -3,984 -31%
Capital World Investors
196
Capital World Investors
California
$312K +$282K +8,850 New
Man Group
197
Man Group
United Kingdom
$300K +$271K +8,513 New
PCS
198
Personal CFO Solutions
New Jersey
$299K +$21.1K +663 +9%
GWSG
199
GPS Wealth Strategies Group
Colorado
$288K -$22.5K -707 -8%
STA
200
Summit Trail Advisors
New York
$280K +$253K +7,947 New

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.