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MIC

Macquarie Infrastructure Holdings, LLC

Delisted

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

344 hedge funds and large institutions have $5.43B invested in Macquarie Infrastructure Holdings, LLC in 2015 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 136 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 33

31% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 104

7% more funds holding

Funds holding: 323344 (+21)

8% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $39.9M

8% less capital invested

Capital invested by funds: $5.89B → $5.43B (-$455M)

26% less funds holding in top 10

Funds holding in top 10: 3828 (-10)

Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
9.6%
Holding in Top 10
28
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-26.32%
% of All Funds
0.78%
New
62
Increased
136
Reduced
104
Closed
33
Calls
$43.1M
Puts
$39.9M
Net Calls
+$3.26M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$505M +$18M +225,931 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$347M +$59.3M +743,053 +19%
MP
3
MSD Partners
New York
$306M
Morgan Stanley
4
Morgan Stanley
New York
$189M +$109M +1,366,626 +117%
Capital World Investors
5
Capital World Investors
California
$186M
Principal Financial Group
6
Principal Financial Group
Iowa
$182M +$10.8M +135,939 +6%
HFA
7
Harvest Fund Advisors
Pennsylvania
$171M +$15.3M +192,004 +9%
BWCA
8
Brenner West Capital Advisors
New York
$150M +$10.2M +128,008 +7%
Bank of America
9
Bank of America
North Carolina
$144M +$46.4M +581,552 +43%
SIG
10
Senator Investment Group
New York
$132M -$38.5M -482,002 -21%
BIT
11
BlackRock Institutional Trust
California
$124M +$78.5M +983,338 +146%
ACM
12
Americafirst Capital Management
California
$119M -$462K -5,784 -78%
GA
13
Geneva Advisors
Illinois
$94.5M -$25M -313,525 -20%
NMVA
14
New Mountain Vantage Advisers
New York
$90.2M +$2.78M +34,801 +3%
ClearBridge Investments
15
ClearBridge Investments
New York
$85.9M +$304K +3,813 +0.3%
OMC
16
Overbrook Management Corp
New York
$80.8M -$410K -5,137 -0.5%
SC
17
Selz Capital
New York
$74.6M
ACM
18
Archer Capital Management
New York
$72.3M -$20.6M -257,858 -21%
SCA
19
Salient Capital Advisors
Texas
$69.2M -$5.06M -63,456 -6%
Goldman Sachs
20
Goldman Sachs
New York
$64.3M +$6.61M +82,821 +11%
TLCM
21
Tiger Legatus Capital Management
New York
$63.5M +$14.8M +185,000 +28%
FPP
22
Findlay Park Partners
United Kingdom
$62.6M -$3.99M -50,000 -6%
PHS
23
PFM Health Sciences
California
$59.6M -$24.7M -309,043 -28%
CS
24
Credit Suisse
Switzerland
$55.1M -$974K -12,204 -2%
EAM
25
Eventide Asset Management
Massachusetts
$52.1M +$5.08M +63,650 +10%

MIC Hedge Fund Activity: Q3 2015 in Review

344 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Macquarie Infrastructure Holdings, LLC (MIC) for Q3 2015, worth a combined $5.43B — down 7.7% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MIC positions and 33 closed out — a net gain of 29 holders — while 136 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $109M. The largest seller was Marcato Capital Management, cutting an estimated $242M.

  • 344 institutional investors held Macquarie Infrastructure Holdings, LLC (MIC) as of Q3 2015, up from 323 in Q2 2015.
  • Funds reported $5.43B of Macquarie Infrastructure Holdings, LLC stock for Q3 2015, down 7.7% quarter-over-quarter.
  • 62 funds opened new Macquarie Infrastructure Holdings, LLC positions in Q3 2015 and 33 closed out, a net change of +29 holders.
  • The largest Macquarie Infrastructure Holdings, LLC buyer in Q3 2015 was Morgan Stanley, an estimated $109M added.
  • The largest Macquarie Infrastructure Holdings, LLC seller in Q3 2015 was Marcato Capital Management, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2015.