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MIC

Macquarie Infrastructure Holdings, LLC

Delisted

MIC was delisted on the 20th of July, 2022.

204 hedge funds and large institutions have $3.07B invested in Macquarie Infrastructure Holdings, LLC in 2014 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $15.3M

58% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 55

9% more capital invested

Capital invested by funds: $2.82B → $3.07B (+$253M)

7% more funds holding

Funds holding: 190204 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
5.86%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
38
Increased
75
Reduced
55
Closed
24
Calls
$26.3M
Puts
$15.3M
Net Calls
+$11M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$388M +$9.63M +163,309 +5%
MP
2
MSD Partners
New York
$249M -$4.39M -74,430 -2%
MCM
3
Marcato Capital Management
California
$241M +$12.4M +210,734 +6%
SIG
4
Senator Investment Group
New York
$165M -$5.9M -100,000 -4%
BWCA
5
Brenner West Capital Advisors
New York
$126M
Morgan Stanley
6
Morgan Stanley
New York
$95.6M +$2.35M +39,759 +3%
PHS
7
PFM Health Sciences
California
$86.5M +$20.9M +354,284 +34%
Principal Financial Group
8
Principal Financial Group
Iowa
$81.9M +$1.41M +23,955 +2%
GA
9
Geneva Advisors
Illinois
$80.9M +$12.7M +216,098 +20%
ACM
10
Archer Capital Management
New York
$73.3M -$20.1M -340,644 -22%
Renaissance Technologies
11
Renaissance Technologies
New York
$60.7M -$7.22M -122,400 -11%
FPP
12
Findlay Park Partners
United Kingdom
$56.6M
NMVA
13
New Mountain Vantage Advisers
New York
$56.3M -$3.18M -53,918 -6%
PWAM
14
Park West Asset Management
California
$52M -$9.83M -166,659 -17%
NCA
15
Newbrook Capital Advisors
New York
$50M +$2.55M +43,224 +6%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$46.8M -$1.28M -21,615 -3%
SCM
17
Sandler Capital Management
New York
$43.8M +$16.5M +278,900 +66%
OMC
18
Overbrook Management Corp
New York
$42.1M -$7.56M -128,094 -16%
KAM
19
Keeley Asset Management
Illinois
$40.2M -$10.8M -183,280 -22%
SCA
20
Salient Capital Advisors
Texas
$39.1M +$5.63M +95,483 +18%
SC
21
Selz Capital
New York
$35.9M -$5.36M -90,821 -14%
VFA
22
Virtus Fund Advisers
Connecticut
$35.9M +$33.9M +575,205 New
TLCM
23
Tiger Legatus Capital Management
New York
$34.9M -$4.19M -71,000 -11%
GF
24
Gabelli Funds
New York
$34.5M +$584K +9,900 +2%
Wells Fargo
25
Wells Fargo
California
$32.1M -$14.5M -246,162 -32%

MIC Hedge Fund Activity: Q2 2014 in Review

204 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Macquarie Infrastructure Holdings, LLC (MIC) for Q2 2014, worth a combined $3.07B — up 9% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MIC positions and 24 closed out — a net gain of 14 holders — while 75 added to existing stakes and 55 trimmed.

The largest buyer was PFM Health Sciences, adding an estimated $20.9M. The largest seller was Suntrust Banks, cutting an estimated $35.3M.

  • 204 institutional investors held Macquarie Infrastructure Holdings, LLC (MIC) as of Q2 2014, up from 190 in Q1 2014.
  • Funds reported $3.07B of Macquarie Infrastructure Holdings, LLC stock for Q2 2014, up 9% quarter-over-quarter.
  • 38 funds opened new Macquarie Infrastructure Holdings, LLC positions in Q2 2014 and 24 closed out, a net change of +14 holders.
  • The largest Macquarie Infrastructure Holdings, LLC buyer in Q2 2014 was PFM Health Sciences, an estimated $20.9M added.
  • The largest Macquarie Infrastructure Holdings, LLC seller in Q2 2014 was Suntrust Banks, an estimated $35.3M sold.

Based on aggregated 13F filings for Q2 2014.