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Brookfield Infrastructure

299 hedge funds and large institutions have $3.17B invested in Brookfield Infrastructure in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 104 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

49% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 70

33% more capital invested

Capital invested by funds: $2.38B → $3.17B (+$786M)

21.92% more ownership

Funds ownership: 132.65%154.56% (+22%)

12% more funds holding

Funds holding: 268299 (+31)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

56% less call options, than puts

Call options by funds: $2.59M | Put options by funds: $5.82M

Holders
299
Holders Change
+31
Holders Change %
+11.57%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
60
Increased
104
Reduced
70
Closed
27
Calls
$2.59M
Puts
$5.82M
Net Calls
-$3.23M
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
201
Quantbot Technologies
New York
$134K -$945K -22,836 -89%
SWM
202
Spire Wealth Management
Virginia
$126K +$65.1K +1,572 +131%
EVM
203
Eaton Vance Management
Massachusetts
$121K +$62.1K +1,500 +131%
Koshinski Asset Management
204
Koshinski Asset Management
Illinois
$110K +$19.7K +477 +25%
DZ Bank
205
DZ Bank
Germany
$106K
VI
206
Vestcor Inc
New Brunswick, Canada
$96K +$36.3K +876 +71%
TRCT
207
Tower Research Capital (TRC)
New York
$85K -$140K -3,392 -64%
GWM
208
Geneos Wealth Management
Colorado
$78K
TFA
209
Toth Financial Advisory
Virginia
$77K
SBL
210
Sargent Bickham Lagudis
Colorado
$75K
FFWM
211
Future Financial Wealth Management
Ohio
$70K +$62.1K +1,500 New
LFG
212
Larson Financial Group
Missouri
$68K +$62.1K +1,500 New
GI
213
Gradient Investments
Minnesota
$65K +$50.8K +1,227 +610%
AWM
214
Avior Wealth Management
Nebraska
$60K +$54K +1,305 +6,525%
WTA
215
Washington Trust Advisors
Massachusetts
$55K +$49.8K +1,203 New
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$50K -$6.62K -160 -13%
CQS
217
Credential Qtrade Securities
$45.3K +$10.1K +245 +33%
S
218
SignatureFD
Georgia
$45K -$6.75K -163 -14%
IA
219
IFP Advisors
Florida
$40K -$10.5K -254 -23%
FPB
220
First PREMIER Bank
South Dakota
$38K
JEST
221
JTC Employer Solutions Trustee
Jersey
$37K
VNA
222
Valley National Advisers
Pennsylvania
$34K +$31K +750 New
Federated Hermes
223
Federated Hermes
Pennsylvania
$30K -$12.2K -294 -31%
UB
224
UMB Bank
Missouri
$29K +$26.2K +632 New
BWM
225
BerganKDV Wealth Management
Minnesota
$28K

BIPC Hedge Fund Activity: Q4 2021 in Review

299 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure (BIPC) for Q4 2021, worth a combined $3.17B — up 33% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BIPC positions and 27 closed out — a net gain of 33 holders — while 104 added to existing stakes and 70 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $88.4M. The largest seller was Franklin Resources, cutting an estimated $111M.

  • 299 institutional investors held Brookfield Infrastructure (BIPC) as of Q4 2021, up from 268 in Q3 2021.
  • Funds reported $3.17B of Brookfield Infrastructure stock for Q4 2021, up 33% quarter-over-quarter.
  • 60 funds opened new Brookfield Infrastructure positions in Q4 2021 and 27 closed out, a net change of +33 holders.
  • The largest Brookfield Infrastructure buyer in Q4 2021 was Fidelity Investments, an estimated $88.4M added.
  • The largest Brookfield Infrastructure seller in Q4 2021 was Franklin Resources, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2021.