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MIC

Macquarie Infrastructure Holdings, LLC

Delisted

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

293 hedge funds and large institutions have $5.35B invested in Macquarie Infrastructure Holdings, LLC in 2015 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 111 increasing their positions, 75 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 2639 (+13)

48% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 75

20% more capital invested

Capital invested by funds: $4.44B → $5.35B (+$903M)

13% more funds holding

Funds holding: 260293 (+33)

7% more call options, than puts

Call options by funds: $33M | Put options by funds: $30.9M

Holders
293
Holders Change
+33
Holders Change %
+12.69%
% of All Funds
7.81%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
1.04%
New
69
Increased
111
Reduced
75
Closed
35
Calls
$33M
Puts
$30.9M
Net Calls
+$2.05M
Net Calls Change
+$378K
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$403M +$16.1M +211,915 +5%
MP
2
MSD Partners
New York
$338M
MCM
3
Marcato Capital Management
California
$291M -$25.4M -333,976 -9%
SIG
4
Senator Investment Group
New York
$267M
Capital World Investors
5
Capital World Investors
California
$205M +$37.3M +490,000 +25%
BWCA
6
Brenner West Capital Advisors
New York
$178M -$1.72M -22,571 -1%
Principal Financial Group
7
Principal Financial Group
Iowa
$172M +$24.9M +327,344 +19%
HFA
8
Harvest Fund Advisors
Pennsylvania
$157M +$50.4M +661,937 +53%
GA
9
Geneva Advisors
Illinois
$130M +$2.89M +38,044 +2%
Morgan Stanley
10
Morgan Stanley
New York
$123M +$14M +183,595 +14%
Bank of America
11
Bank of America
North Carolina
$109M +$5.12M +67,315 +5%
PHS
12
PFM Health Sciences
California
$105M -$29M -381,050 -23%
ACM
13
Archer Capital Management
New York
$102M -$34.6M -454,998 -27%
NMVA
14
New Mountain Vantage Advisers
New York
$96.5M +$3.15M +41,387 +4%
ClearBridge Investments
15
ClearBridge Investments
New York
$93.2M +$5.51M +72,435 +7%
OMC
16
Overbrook Management Corp
New York
$91.5M -$1.49M -19,606 -2%
Renaissance Technologies
17
Renaissance Technologies
New York
$83.4M -$32.4M -426,400 -30%
SC
18
Selz Capital
New York
$82.3M +$31.1M +409,130 +69%
SCA
19
Salient Capital Advisors
Texas
$78M +$1.75M +23,010 +2%
FPP
20
Findlay Park Partners
United Kingdom
$73.1M +$41.5M +545,603 +159%
Wells Fargo
21
Wells Fargo
California
$65.4M +$772K +10,143 +1%
Millennium Management
22
Millennium Management
New York
$61.7M +$411K +5,398 +0.7%
NCA
23
Newbrook Capital Advisors
New York
$60.7M +$15.1M +198,350 +37%
SAM
24
Scopus Asset Management
New York
$57.9M +$6.98M +91,700 +15%
TLCM
25
Tiger Legatus Capital Management
New York
$57.6M -$380K -5,000 -0.7%

MIC Hedge Fund Activity: Q1 2015 in Review

293 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Macquarie Infrastructure Holdings, LLC (MIC) for Q1 2015, worth a combined $5.35B — up 20% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MIC positions and 35 closed out — a net gain of 34 holders — while 111 added to existing stakes and 75 trimmed.

The largest buyer was Harvest Fund Advisors, adding an estimated $50.4M. The largest seller was Archer Capital Management, cutting an estimated $34.6M.

  • 293 institutional investors held Macquarie Infrastructure Holdings, LLC (MIC) as of Q1 2015, up from 260 in Q4 2014.
  • Funds reported $5.35B of Macquarie Infrastructure Holdings, LLC stock for Q1 2015, up 20% quarter-over-quarter.
  • 69 funds opened new Macquarie Infrastructure Holdings, LLC positions in Q1 2015 and 35 closed out, a net change of +34 holders.
  • The largest Macquarie Infrastructure Holdings, LLC buyer in Q1 2015 was Harvest Fund Advisors, an estimated $50.4M added.
  • The largest Macquarie Infrastructure Holdings, LLC seller in Q1 2015 was Archer Capital Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q1 2015.