FTAI Infrastructure
FIP
124 hedge funds and large institutions have $303M invested in FTAI Infrastructure in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 11 closing their positions.
126% more call options, than puts
Call options by funds: $52K | Put options by funds: $23K
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
44% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 27
28% more capital invested
Capital invested by funds: $237M → $303M (+$65.5M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
5% more funds holding
Funds holding: 118 → 124 (+6)
3.05% more ownership
Funds ownership: 74% → 77.05% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCG
Luxor Capital Group
New York
|
+$4.92M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$4.75M |
| 3 |
Bank of New York Mellon
New York
|
+$1.66M |
| 4 |
AACA
American Assets Capital Advisers
San Diego,
California
|
+$1.65M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$3.35M |
| 2 |
BBCM
Broad Bay Capital Management
New York
|
-$2.95M |
| 3 |
TC
Tejara Capital
London,
United Kingdom
|
-$1.71M |
| 4 |
LFCM
Long Focus Capital Management
San Juan,
Puerto Rico
|
-$1.59M |
| 5 |
SCM
Solas Capital Management
Darien,
Connecticut
|
-$1.43M |
FIP Hedge Fund Activity: Q4 2023 in Review
124 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in FTAI Infrastructure (FIP) for Q4 2023, worth a combined $303M — up 28% from $237M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FIP positions and 11 closed out — a net gain of 10 holders — while 39 added to existing stakes and 27 trimmed.
The largest buyer was Luxor Capital Group, adding an estimated $4.92M. The largest seller was Hood River Capital Management, cutting an estimated $3.35M.
- 124 institutional investors held FTAI Infrastructure (FIP) as of Q4 2023, up from 118 in Q3 2023.
- Funds reported $303M of FTAI Infrastructure stock for Q4 2023, up 28% quarter-over-quarter.
- 21 funds opened new FTAI Infrastructure positions in Q4 2023 and 11 closed out, a net change of +10 holders.
- The largest FTAI Infrastructure buyer in Q4 2023 was Luxor Capital Group, an estimated $4.92M added.
- The largest FTAI Infrastructure seller in Q4 2023 was Hood River Capital Management, an estimated $3.35M sold.
Based on aggregated 13F filings for Q4 2023.