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MIC

Macquarie Infrastructure Holdings, LLC

Delisted

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

285 hedge funds and large institutions have $1.66B invested in Macquarie Infrastructure Holdings, LLC in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 91 increasing their positions, 95 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 95

14% less funds holding

Funds holding: 330285 (-45)

39% less capital invested

Capital invested by funds: $2.73B → $1.66B (-$1.07B)

44% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 96

45% less call options, than puts

Call options by funds: $31.5M | Put options by funds: $57.5M

Holders
285
Holders Change
-45
Holders Change %
-13.64%
% of All Funds
6.28%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
54
Increased
91
Reduced
95
Closed
96
Calls
$31.5M
Puts
$57.5M
Net Calls
-$26M
Net Calls Change
-$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$341M +$514M +13,439,932 +20,425%
Vanguard Group
2
Vanguard Group
Pennsylvania
$179M -$1.11M -28,940 -0.4%
BlackRock
3
BlackRock
New York
$113M -$1.66M -43,369 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$110M +$13.1M +342,995 +9%
EC
5
Eminence Capital
New York
$67.1M +$102M +2,659,284 New
State Street
6
State Street
Massachusetts
$41.1M -$15.2M -396,378 -20%
GF
7
Gabelli Funds
New York
$35.5M +$7.09M +185,200 +15%
N
8
Nuveen
North Carolina
$34.6M +$2.04M +53,343 +4%
Renaissance Technologies
9
Renaissance Technologies
New York
$33.4M -$10.5M -273,000 -17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$31.9M +$42.5M +1,110,121 +717%
RCMNY
11
Rubric Capital Management (New York)
New York
$31.1M +$16.5M +432,088 +54%
SCA
12
Salient Capital Advisors
Texas
$26.8M +$21.1M +551,961 +109%
Cohen & Steers
13
Cohen & Steers
New York
$24.5M +$4.74M +123,887 +15%
GI
14
GAMCO Investors
Connecticut
$24.4M -$1.76M -46,102 -5%
CSC
15
Cove Street Capital
California
$22.9M +$13.7M +358,688 +65%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$22.6M +$15.7K +411 +0%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$20.9M -$2.53M -66,046 -7%
KL
18
KGH Ltd
Bahamas
$18.7M +$17.5M +456,315 +160%
HFA
19
Harvest Fund Advisors
Pennsylvania
$17.8M +$27M +705,526 New
MAM
20
Martingale Asset Management
Massachusetts
$16.7M -$609K -15,921 -2%
TC
21
Telemus Capital
Michigan
$15.9M +$10.1M +263,301 +89%
Charles Schwab
22
Charles Schwab
California
$14.9M +$633K +16,541 +3%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$14.4M -$20.2M -528,010 -48%
Morgan Stanley
24
Morgan Stanley
New York
$13.6M -$3.6M -94,140 -15%
Northern Trust
25
Northern Trust
Illinois
$13.1M +$3.53M +92,129 +22%

MIC Hedge Fund Activity: Q1 2020 in Review

285 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Macquarie Infrastructure Holdings, LLC (MIC) for Q1 2020, worth a combined $1.66B — down 39% from $2.73B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of MIC and 54 opened new positions — a net loss of 42 holders — while 95 trimmed existing stakes and 91 added.

The largest buyer was Macquarie Group, adding an estimated $514M. The largest seller was Hawk Ridge Capital Management, exiting entirely with an estimated $45.5M sold.

  • 285 institutional investors held Macquarie Infrastructure Holdings, LLC (MIC) as of Q1 2020, down from 330 in Q4 2019.
  • Funds reported $1.66B of Macquarie Infrastructure Holdings, LLC stock for Q1 2020, down 39% quarter-over-quarter.
  • 54 funds opened new Macquarie Infrastructure Holdings, LLC positions in Q1 2020 and 96 closed out, a net change of -42 holders.
  • The largest Macquarie Infrastructure Holdings, LLC buyer in Q1 2020 was Macquarie Group, an estimated $514M added.
  • The largest Macquarie Infrastructure Holdings, LLC seller in Q1 2020 was Hawk Ridge Capital Management, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2020.