We are live on ! Find out more
BIPC icon

Brookfield Infrastructure
BIPC

354 hedge funds and large institutions have $4.11B invested in Brookfield Infrastructure in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 111 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 25

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more capital invested

Capital invested by funds: $3.19B → $4.11B (+$919M)

10% more funds holding

Funds holding: 322 → 354 (+32)

0% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 111

0.01% less ownership

Funds ownership: 71.81% → 71.8% (-0.01%)

64% less call options, than puts

Call options by funds: $4.08M | Put options by funds: $11.3M

Holders
354
Holders Change
+32
Holders Change %
+9.94%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
111
Reduced
111
Closed
25
Calls
$4.08M
Puts
$11.3M
Net Calls
-$7.25M
Net Calls Change
-$403K

Top Buyers

1
EIP
Epoch Investment Partners
New York
+$32.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.2M
3
American Century Companies
American Century Companies
Missouri
+$21.9M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$20.7M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$15M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$22.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$20.4M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$16.2M
5
BlackRock
BlackRock
New York
-$14.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital World Investors
176
Capital World Investors
California
$384K – – –
California State Teachers Retirement System (CalSTRS)
177
California State Teachers Retirement System (CalSTRS)
California
$380K +$1.83K +47 +0.5%
TCM
178
Tandem Capital Management
New Jersey
$373K -$28.7K -738 -8%
AC
179
Addenda Capital
Quebec, Canada
$370K – – –
AA
180
ALPS Advisors
Colorado
$369K +$331K +8,500 New
PCS
181
Personal CFO Solutions
New Jersey
$364K +$7K +180 +2%
STA
182
Summit Trail Advisors
New York
$342K -$1.13K -29 -0.4%
X
183
Xponance
Pennsylvania
$339K +$7.62K +196 +3%
BTWM
184
Baker Tilly Wealth Management
Wisconsin
$339K +$70.4K +1,811 +30%
FNT
185
First National Trust
Pennsylvania
$332K – – –
TCM
186
Teza Capital Management
Illinois
$327K -$124K -3,190 -30%
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$324K -$96.5K -2,481 -25%
NEI
188
Northwest & Ethical Investments
Ontario, Canada
$317K +$1.83K +47 +0.6%
GWM
189
Greenwich Wealth Management
Connecticut
$311K -$35.6K -915 -11%
TI
190
Trexquant Investment
Connecticut
$308K -$412K -10,599 -60%
B
191
Bailard
California
$300K – – –
FCP
192
Fidelis Capital Partners
Florida
$296K +$8.67K +223 +3%
SAM
193
Shell Asset Management
Netherlands
$289K +$258K +6,643 New
HF
194
HRT Financial
New York
$282K +$253K +6,516 New
WG
195
Winton Group
United Kingdom
$280K +$251K +6,450 New
RFC
196
Regions Financial Corp
Alabama
$279K -$933 -24 -0.4%
CL
197
Choreo LLC
Illinois
$277K -$10.6K -272 -4%
SSA
198
Schonfeld Strategic Advisors
New York
$265K +$237K +6,101 New
SA
199
Sanctuary Advisors
Indiana
$262K +$230K +5,926 New
ACA
200
Atlas Capital Advisors
Wyoming
$258K +$231K +5,934 New
6 7
8
9 10

BIPC Hedge Fund Activity: Q3 2024 in Review

354 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q3 2024, worth a combined $4.11B — up 29% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BIPC positions and 25 closed out — a net gain of 36 holders — while 111 added to existing stakes and 111 trimmed.

The largest buyer was Epoch Investment Partners, adding an estimated $32.7M. The largest seller was Bank of Montreal, cutting an estimated $28.8M.

  • 354 institutional investors held Brookfield Infrastructure (BIPC) as of Q3 2024, up from 322 in Q2 2024.
  • Funds reported $4.11B of Brookfield Infrastructure stock for Q3 2024, up 29% quarter-over-quarter.
  • 61 funds opened new Brookfield Infrastructure positions in Q3 2024 and 25 closed out, a net change of +36 holders.
  • The largest Brookfield Infrastructure buyer in Q3 2024 was Epoch Investment Partners, an estimated $32.7M added.
  • The largest Brookfield Infrastructure seller in Q3 2024 was Bank of Montreal, an estimated $28.8M sold.

Based on aggregated 13F filings for Q3 2024.