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Brookfield Infrastructure

270 hedge funds and large institutions have $2.18B invested in Brookfield Infrastructure in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 85 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

7% more capital invested

Capital invested by funds: $2.03B → $2.18B (+$148M)

3% more funds holding

Funds holding: 263270 (+7)

1.74% more ownership

Funds ownership: 93.38%95.12% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 85

Holders
270
Holders Change
+7
Holders Change %
+2.66%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
71
Reduced
85
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
201
Princeton Global Asset Management
New Jersey
$20K
US Bancorp
202
US Bancorp
Minnesota
$18K -$2.3K -51 -12%
BCA
203
Berman Capital Advisors
Georgia
$17K -$10.4K -231 -40%
TC
204
Trust Company
Kansas
$17K -$7.54K -167 -33%
NL
205
NVWM LLC
Pennsylvania
$17K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$16K -$4.6K -102 -24%
TH
207
TCTC Holdings
Texas
$16K +$8.53K +189 +154%
MFM
208
MD Financial Management
Ontario, Canada
$15K +$13.5K +300 New
CFA
209
Carroll Financial Associates
North Carolina
$14K +$1.8K +40 +16%
AIM
210
Anchor Investment Management
South Carolina
$12.7K
NFSG
211
Newbridge Financial Services Group
Florida
$12K
PA
212
Perennial Advisors
New York
$11K
RWB
213
RMR Wealth Builders
New Jersey
$11K +$9.57K +212 New
GA
214
GoalVest Advisory
New York
$10K
BWA
215
BDO Wealth Advisors
Florida
$10K +$8.48K +188 New
AIC
216
Ameritas Investment Company
Nebraska
$8.17K +$7.26K +161 New
CFB
217
Cullen/Frost Bankers
Texas
$8K -$29.8K -661 -80%
DOA
218
D'Orazio & Associates
Virginia
$8K
FPS
219
Fieldpoint Private Securities
Connecticut
$8K
LWANC
220
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K
APA
221
American Portfolios Advisors
New York
$7.25K +$1.99K +44 +44%
PA
222
Parallel Advisors
California
$7K
GI
223
Gradient Investments
Minnesota
$6K
OIA
224
Optimum Investment Advisors
Illinois
$6K
TCWA
225
Ten Capital Wealth Advisors
Washington
$6K

BIPC Hedge Fund Activity: Q1 2021 in Review

270 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q1 2021, worth a combined $2.18B — up 7.3% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BIPC positions and 35 closed out — a net gain of 10 holders — while 71 added to existing stakes and 85 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $64.1M. The largest seller was Principal Financial Group, cutting an estimated $37.1M.

  • 270 institutional investors held Brookfield Infrastructure (BIPC) as of Q1 2021, up from 263 in Q4 2020.
  • Funds reported $2.18B of Brookfield Infrastructure stock for Q1 2021, up 7.3% quarter-over-quarter.
  • 45 funds opened new Brookfield Infrastructure positions in Q1 2021 and 35 closed out, a net change of +10 holders.
  • The largest Brookfield Infrastructure buyer in Q1 2021 was Fidelity Investments, an estimated $64.1M added.
  • The largest Brookfield Infrastructure seller in Q1 2021 was Principal Financial Group, an estimated $37.1M sold.

Based on aggregated 13F filings for Q1 2021.