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Brookfield Infrastructure

233 hedge funds and large institutions have $1.63B invested in Brookfield Infrastructure in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 71 increasing their positions, 57 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more capital invested

Capital invested by funds: $752M → $1.63B (+$878M)

41.28% more ownership

Funds ownership: 53.45%94.72% (+41%)

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

25% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 57

5% more funds holding

Funds holding: 221233 (+12)

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
51
Increased
71
Reduced
57
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
AlphaMark Advisors
Kentucky
$2K
EIP
202
Ellis Investment Partners
Pennsylvania
$2K
RIM
203
Rockbridge Investment Management
New York
$2K
RIA
204
RPG Investment Advisory
California
$2K
TCM
205
Tradewinds Capital Management
Washington
$2K
WEC
206
Winslow Evans & Crocker
Massachusetts
$2K
PS
207
Planned Solutions
California
$2K +$1.66K +50 New
SWM
208
Selective Wealth Management
Virginia
$2K +$1.66K +50 New
CQS
209
Credential Qtrade Securities
$1.33K -$9.45K -284 -89%
AA
210
Ancora Advisors
Ohio
$1K -$10.8K -324 -93%
VFA
211
Valeo Financial Advisors
Indiana
$1K -$6.45K -194 -92%
BFEC
212
Benjamin F. Edwards & Company
Missouri
$1K
CAL
213
Capital Analysts LLC
Pennsylvania
$1K
CFGS
214
Concourse Financial Group Securities
Alabama
$1K
CFN
215
Cordasco Financial Network
Florida
$1K
JCM
216
Jacobi Capital Management
Pennsylvania
$1K
NSIM
217
North Star Investment Management
Illinois
$1K
PP
218
Pacifica Partners
Canada
$1K
PMFA
219
Plante Moran Financial Advisors
Michigan
$1K
PWMG
220
Prestige Wealth Management Group
New Jersey
$1K
WT
221
Whittier Trust
California
$1K
BAM
222
Bellevue Asset Management
Washington
$1K +$67 +2 +6%
ABC
223
Associated Banc-Corp
Wisconsin
$1K +$565 +17 New
FHC
224
First Horizon Corporation
Tennessee
$1K +$1.6K +48 New
SXL
225
Summit X LLC
Missouri
$665 +$47.5K +1,428 New

BIPC Hedge Fund Activity: Q3 2020 in Review

233 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q3 2020, worth a combined $1.63B — up 117% from $752M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BIPC positions and 39 closed out — a net gain of 12 holders — while 71 added to existing stakes and 57 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $433M. The largest seller was Bank of Montreal, cutting an estimated $9.26M.

  • 233 institutional investors held Brookfield Infrastructure (BIPC) as of Q3 2020, up from 221 in Q2 2020.
  • Funds reported $1.63B of Brookfield Infrastructure stock for Q3 2020, up 117% quarter-over-quarter.
  • 51 funds opened new Brookfield Infrastructure positions in Q3 2020 and 39 closed out, a net change of +12 holders.
  • The largest Brookfield Infrastructure buyer in Q3 2020 was Brookfield Corp, an estimated $433M added.
  • The largest Brookfield Infrastructure seller in Q3 2020 was Bank of Montreal, an estimated $9.26M sold.

Based on aggregated 13F filings for Q3 2020.