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Brookfield Infrastructure
BIPC

322 hedge funds and large institutions have $3.19B invested in Brookfield Infrastructure in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 100 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 100

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.16% less ownership

Funds ownership: 71.97% → 71.81% (-0.16%)

3% less funds holding

Funds holding: 333 → 322 (-11)

7% less capital invested

Capital invested by funds: $3.43B → $3.19B (-$238M)

16% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 43

69% less call options, than puts

Call options by funds: $3.15M | Put options by funds: $9.99M

Holders
322
Holders Change
-11
Holders Change %
-3.3%
% of All Funds
4.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
121
Reduced
100
Closed
43
Calls
$3.15M
Puts
$9.99M
Net Calls
-$6.84M
Net Calls Change
+$2.55M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21.6M
2
ClearBridge Investments
ClearBridge Investments
New York
+$12.5M
3
Charles Schwab
Charles Schwab
California
+$11.6M
4
BlackRock
BlackRock
New York
+$10.8M
5
Brown Advisory
Brown Advisory
Maryland
+$9.63M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$47M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$28.7M
3
American Century Companies
American Century Companies
Missouri
-$23.4M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$14.1M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$9.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
WHC
176
Wulff, Hansen & Co
California
$308K -$149K -4,480 -33%
HW
177
Hedeker Wealth
Illinois
$307K +$303K +9,110 New
GWSG
178
GPS Wealth Strategies Group
Colorado
$298K +$6.53K +196 +2%
Capital World Investors
179
Capital World Investors
California
$298K – – –
CM
180
Caption Management
Oklahoma
$296K +$293K +8,800 New
California State Teachers Retirement System (CalSTRS)
181
California State Teachers Retirement System (CalSTRS)
California
$293K -$112K -3,349 -28%
AC
182
Addenda Capital
Quebec, Canada
$290K – – –
TPCW
183
TD Private Client Wealth
New York
$288K -$449K -13,480 -61%
AWS
184
Atria Wealth Solutions
New York
$282K -$5.83K -175 -2%
PCS
185
Personal CFO Solutions
New Jersey
$276K -$11.5K -345 -4%
GWM
186
Greenwich Wealth Management
Connecticut
$272K +$29.9K +898 +13%
STA
187
Summit Trail Advisors
New York
$266K +$300 +9 +0.1%
FNT
188
First National Trust
Pennsylvania
$257K – – –
X
189
Xponance
Pennsylvania
$256K +$10.7K +322 +4%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$255K -$2.16K -65 -0.9%
NEI
191
Northwest & Ethical Investments
Ontario, Canada
$244K – – –
TC
192
TownSquare Capital
Utah
$241K +$37.1K +1,114 +18%
CL
193
Choreo LLC
Illinois
$240K +$204K +6,129 New
FCP
194
Fidelis Capital Partners
Florida
$239K +$219K +6,566 New
B
195
Bailard
California
$232K -$13.3K -400 -5%
CL
196
CSS LLC
Illinois
$230K +$7.49K +225 +3%
GAM
197
Griffin Asset Management
New York
$224K +$566 +17 +0.3%
RFC
198
Regions Financial Corp
Alabama
$217K +$215K +6,445 New
BAM
199
Belpointe Asset Management
Nevada
$214K -$35.6K -1,068 -14%
Verition Fund Management
200
Verition Fund Management
Connecticut
$212K +$209K +6,284 New
6 7
8
9 10

BIPC Hedge Fund Activity: Q2 2024 in Review

322 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q2 2024, worth a combined $3.19B — down 6.9% from $3.43B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of BIPC and 36 opened new positions — a net loss of 7 holders — while 100 trimmed existing stakes and 121 added.

The largest buyer was Royal Bank of Canada, adding an estimated $21.6M. The largest seller was Epoch Investment Partners, cutting an estimated $47M.

  • 322 institutional investors held Brookfield Infrastructure (BIPC) as of Q2 2024, down from 333 in Q1 2024.
  • Funds reported $3.19B of Brookfield Infrastructure stock for Q2 2024, down 6.9% quarter-over-quarter.
  • 36 funds opened new Brookfield Infrastructure positions in Q2 2024 and 43 closed out, a net change of -7 holders.
  • The largest Brookfield Infrastructure buyer in Q2 2024 was Royal Bank of Canada, an estimated $21.6M added.
  • The largest Brookfield Infrastructure seller in Q2 2024 was Epoch Investment Partners, an estimated $47M sold.

Based on aggregated 13F filings for Q2 2024.