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MIC

Macquarie Infrastructure Holdings, LLC

Delisted

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

236 hedge funds and large institutions have $1.89B invested in Macquarie Infrastructure Holdings, LLC in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 108 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

8% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $14.9M

10% less capital invested

Capital invested by funds: $2.1B → $1.89B (-$209M)

13% less funds holding

Funds holding: 272236 (-36)

45% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 108

63% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 51

Holders
236
Holders Change
-36
Holders Change %
-13.24%
% of All Funds
4.76%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
19
Increased
59
Reduced
108
Closed
51
Calls
$13.7M
Puts
$14.9M
Net Calls
-$1.17M
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$370M -$395M -13,639,020 Closed
EC
2
Eminence Capital
New York
$228M +$20M +689,967 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$166M -$12.1M -416,749 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$128M -$2.45M -84,621 -2%
BlackRock
5
BlackRock
New York
$112M -$8.35M -288,579 -6%
KL
6
KGH Ltd
Bahamas
$53.1M +$42.2M +1,459,422 +283%
State Street
7
State Street
Massachusetts
$44.1M +$3.46M +119,713 +8%
GF
8
Gabelli Funds
New York
$39.9M +$1.62M +55,832 +4%
HRCM
9
Hawk Ridge Capital Management
California
$35.3M +$1.6M +55,134 +4%
RCMNY
10
Rubric Capital Management (New York)
New York
$31.6M +$6.21M +214,724 +22%
UBS Group
11
UBS Group
Switzerland
$30.5M +$29.4M +1,016,842 +872%
GI
12
GAMCO Investors
Connecticut
$29.4M +$1.6M +55,148 +5%
CSC
13
Cove Street Capital
California
$27.1M +$3.21M +110,749 +12%
Norges Bank
14
Norges Bank
Norway
$25.3M -$1.03M -35,440 -4%
Cohen & Steers
15
Cohen & Steers
New York
$23.6M -$2.28M -78,719 -8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$22.4M -$1.85M -64,049 -7%
AQR Capital Management
17
AQR Capital Management
Connecticut
$20.9M +$7.82M +270,179 +52%
SC
18
Sessa Capital
New York
$18.4M
AL
19
AJO LP
Pennsylvania
$18.4M +$19.7M +679,334 +14,212%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$18M +$15.7M +543,993 +435%
Morgan Stanley
21
Morgan Stanley
New York
$17.1M +$11.4M +394,533 +163%
TC
22
Telemus Capital
Michigan
$16.1M +$2.77M +95,631 +19%
CC
23
Clearline Capital
New York
$15.8M +$4.15M +143,311 +32%
N
24
Nuveen
North Carolina
$15.7M +$438K +15,136 +3%
Citadel Advisors
25
Citadel Advisors
Florida
$15.4M +$15.3M +528,453 +1,159%

MIC Hedge Fund Activity: Q3 2020 in Review

236 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Macquarie Infrastructure Holdings, LLC (MIC) for Q3 2020, worth a combined $1.89B — down 9.9% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of MIC and 19 opened new positions — a net loss of 32 holders — while 108 trimmed existing stakes and 59 added.

The largest buyer was KGH Ltd, adding an estimated $42.2M. The largest seller was Macquarie Group, exiting entirely with an estimated $395M sold.

  • 236 institutional investors held Macquarie Infrastructure Holdings, LLC (MIC) as of Q3 2020, down from 272 in Q2 2020.
  • Funds reported $1.89B of Macquarie Infrastructure Holdings, LLC stock for Q3 2020, down 9.9% quarter-over-quarter.
  • 19 funds opened new Macquarie Infrastructure Holdings, LLC positions in Q3 2020 and 51 closed out, a net change of -32 holders.
  • The largest Macquarie Infrastructure Holdings, LLC buyer in Q3 2020 was KGH Ltd, an estimated $42.2M added.
  • The largest Macquarie Infrastructure Holdings, LLC seller in Q3 2020 was Macquarie Group, an estimated $395M sold.

Based on aggregated 13F filings for Q3 2020.