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MIC

Macquarie Infrastructure Holdings, LLC

Delisted

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

311 hedge funds and large institutions have $2.41B invested in Macquarie Infrastructure Holdings, LLC in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 85 increasing their positions, 127 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 339311 (-28)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

26% less capital invested

Capital invested by funds: $3.25B → $2.41B (-$833M)

29% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $24.3M

33% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 127

33% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 72

Holders
311
Holders Change
-28
Holders Change %
-8.26%
% of All Funds
6.93%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
48
Increased
85
Reduced
127
Closed
72
Calls
$17.3M
Puts
$24.3M
Net Calls
-$7.04M
Net Calls Change
+$8.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$457M +$6.73M +167,991 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$251M +$16.8M +420,612 +7%
BlackRock
3
BlackRock
New York
$173M +$27.5M +687,391 +17%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$99.3M +$2.52M +62,823 +2%
Bank of America
5
Bank of America
North Carolina
$81.3M -$7.42M -185,241 -8%
State Street
6
State Street
Massachusetts
$65M +$616K +15,379 +0.9%
Goldman Sachs
7
Goldman Sachs
New York
$62.6M -$16.2M -403,679 -19%
BC
8
Brookfield Corp
Ontario, Canada
$59.3M
Fidelity Investments
9
Fidelity Investments
Massachusetts
$58.7M -$615K -15,361 -0.9%
CC
10
Carlson Capital
Texas
$49.4M -$9.82M -245,183 -15%
ClearBridge Investments
11
ClearBridge Investments
New York
$44.8M -$99.5K -2,484 -0.2%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$40M +$23.6M +589,836 +117%
GI
13
GAMCO Investors
Connecticut
$35.7M -$490K -12,237 -1%
GF
14
Gabelli Funds
New York
$35.7M -$2.26M -56,400 -5%
NMVA
15
New Mountain Vantage Advisers
New York
$31.7M -$29.4M -733,161 -46%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$31.1M -$4.7M -117,410 -12%
Millennium Management
17
Millennium Management
New York
$30.6M +$2.45M +61,282 +8%
Prudential Financial
18
Prudential Financial
New Jersey
$29.5M +$576K +14,386 +2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$27.2M -$850K -21,222 -3%
Charles Schwab
20
Charles Schwab
California
$25.5M +$1.05M +26,346 +4%
FCM
21
Frontier Capital Management
Massachusetts
$24.5M -$748K -18,693 -3%
SCA
22
Salient Capital Advisors
Texas
$24.1M -$40.6K -1,014 -0.2%
UCFA
23
United Capital Financial Advisors
Texas
$23.8M +$941K +23,503 +4%
AACA
24
American Assets Capital Advisers
California
$22.6M
Morgan Stanley
25
Morgan Stanley
New York
$19.9M +$2.27M +56,795 +12%

MIC Hedge Fund Activity: Q4 2018 in Review

311 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Macquarie Infrastructure Holdings, LLC (MIC) for Q4 2018, worth a combined $2.41B — down 26% from $3.25B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of MIC and 48 opened new positions — a net loss of 24 holders — while 127 trimmed existing stakes and 85 added.

The largest buyer was BlackRock, adding an estimated $27.5M. The largest seller was Brandywine Global Investment Management, exiting entirely with an estimated $45.1M sold.

  • 311 institutional investors held Macquarie Infrastructure Holdings, LLC (MIC) as of Q4 2018, down from 339 in Q3 2018.
  • Funds reported $2.41B of Macquarie Infrastructure Holdings, LLC stock for Q4 2018, down 26% quarter-over-quarter.
  • 48 funds opened new Macquarie Infrastructure Holdings, LLC positions in Q4 2018 and 72 closed out, a net change of -24 holders.
  • The largest Macquarie Infrastructure Holdings, LLC buyer in Q4 2018 was BlackRock, an estimated $27.5M added.
  • The largest Macquarie Infrastructure Holdings, LLC seller in Q4 2018 was Brandywine Global Investment Management, an estimated $45.1M sold.

Based on aggregated 13F filings for Q4 2018.