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MIC

Macquarie Infrastructure Holdings, LLC

Delisted

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

240 hedge funds and large institutions have $3.85B invested in Macquarie Infrastructure Holdings, LLC in 2014 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 106 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 14

123% more call options, than puts

Call options by funds: $127M | Put options by funds: $56.8M

104% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 52

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

25% more capital invested

Capital invested by funds: $3.07B → $3.85B (+$779M)

18% more funds holding

Funds holding: 204240 (+36)

Holders
240
Holders Change
+36
Holders Change %
+17.65%
% of All Funds
6.96%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.7%
New
51
Increased
106
Reduced
52
Closed
14
Calls
$127M
Puts
$56.8M
Net Calls
+$69.8M
Net Calls Change
+$58.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MP
1
MSD Partners
New York
$270M +$3.81M +54,694 +1%
MCM
2
Marcato Capital Management
California
$258M
Macquarie Group
3
Macquarie Group
Australia
$249M +$18.6M +266,787 +8%
SIG
4
Senator Investment Group
New York
$215M +$40M +574,000 +22%
BWCA
5
Brenner West Capital Advisors
New York
$135M -$238K -3,419 -0.2%
Capital World Investors
6
Capital World Investors
California
$133M +$139M +2,000,000 New
ACM
7
Archer Capital Management
New York
$117M +$39.9M +572,462 +49%
PHS
8
PFM Health Sciences
California
$114M +$22.5M +323,457 +23%
Morgan Stanley
9
Morgan Stanley
New York
$107M +$4.94M +70,995 +5%
Principal Financial Group
10
Principal Financial Group
Iowa
$100M +$13.3M +191,611 +15%
GA
11
Geneva Advisors
Illinois
$97.5M +$11.5M +165,190 +13%
Renaissance Technologies
12
Renaissance Technologies
New York
$75.8M +$11.4M +163,300 +17%
OMC
13
Overbrook Management Corp
New York
$73.2M +$29.4M +422,294 +63%
NMVA
14
New Mountain Vantage Advisers
New York
$68.6M +$8.78M +126,105 +14%
ClearBridge Investments
15
ClearBridge Investments
New York
$63.8M +$66.6M +956,930 New
HFA
16
Harvest Fund Advisors
Pennsylvania
$62.3M +$44.3M +637,054 +215%
SCA
17
Salient Capital Advisors
Texas
$57.5M +$16.4M +235,803 +38%
PWAM
18
Park West Asset Management
California
$55.2M -$439K -6,300 -0.8%
Millennium Management
19
Millennium Management
New York
$54.9M +$43.2M +620,618 +307%
NCA
20
Newbrook Capital Advisors
New York
$54.2M +$762K +10,947 +1%
Citadel Advisors
21
Citadel Advisors
Florida
$49.9M +$28.7M +412,191 +123%
TLCM
22
Tiger Legatus Capital Management
New York
$44.4M +$7.31M +105,000 +19%
FPP
23
Findlay Park Partners
United Kingdom
$43.7M -$17.5M -252,000 -28%
Deutsche Bank
24
Deutsche Bank
Germany
$39.9M +$21.1M +302,623 +102%
SC
25
Selz Capital
New York
$38.8M +$494K +7,092 +1%

MIC Hedge Fund Activity: Q3 2014 in Review

240 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Macquarie Infrastructure Holdings, LLC (MIC) for Q3 2014, worth a combined $3.85B — up 25% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MIC positions and 14 closed out — a net gain of 37 holders — while 106 added to existing stakes and 52 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $139M. The largest seller was Keeley Asset Management, cutting an estimated $43.1M.

  • 240 institutional investors held Macquarie Infrastructure Holdings, LLC (MIC) as of Q3 2014, up from 204 in Q2 2014.
  • Funds reported $3.85B of Macquarie Infrastructure Holdings, LLC stock for Q3 2014, up 25% quarter-over-quarter.
  • 51 funds opened new Macquarie Infrastructure Holdings, LLC positions in Q3 2014 and 14 closed out, a net change of +37 holders.
  • The largest Macquarie Infrastructure Holdings, LLC buyer in Q3 2014 was Capital World Investors, an estimated $139M added.
  • The largest Macquarie Infrastructure Holdings, LLC seller in Q3 2014 was Keeley Asset Management, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2014.