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MIC

Macquarie Infrastructure Holdings, LLC

Delisted

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

121 hedge funds and large institutions have $209M invested in Macquarie Infrastructure Holdings, LLC in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

45,500% more call options, than puts

Call options by funds: $456K | Put options by funds: $1K

10% less funds holding

Funds holding: 135121 (-14)

18% less capital invested

Capital invested by funds: $254M → $209M (-$45.1M)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

44% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
121
Holders Change
-14
Holders Change %
-10.37%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
29
Reduced
36
Closed
32
Calls
$456K
Puts
$1K
Net Calls
+$455K
Net Calls Change
+$328K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$25.6M +$15.7M +4,297,220 +168%
Morgan Stanley
2
Morgan Stanley
New York
$17.9M +$285K +77,774 +2%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$16M +$4.8M +1,312,544 +44%
FTCM
4
Fir Tree Capital Management
New York
$15.5M -$659K -180,057 -4%
Barclays
5
Barclays
United Kingdom
$14.6M +$1.03M +282,404 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
6
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.7M +$6.33M +1,730,700 +104%
JP Morgan Chase
7
JP Morgan Chase
New York
$10.8M +$3.72M +1,017,461 +54%
UBS Group
8
UBS Group
Switzerland
$9.69M +$196K +53,610 +2%
GF
9
Gabelli Funds
New York
$9.48M +$1.68M +458,566 +22%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$8.98M -$4.32M -1,180,869 -33%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$4.33M -$1.27M -348,300 -23%
Bank of America
12
Bank of America
North Carolina
$4.32M -$6.92M -1,891,853 -62%
GCIA
13
Gabelli & Co Investment Advisers
New York
$4.3M +$1.03M +282,206 +32%
EP
14
EPIQ Partners
Minnesota
$3.72M -$57K -15,570 -2%
Wells Fargo
15
Wells Fargo
California
$3.67M +$1.89M +516,899 +111%
BCM
16
Beryl Capital Management
California
$3.38M +$3.31M +905,098 New
CAC
17
Cowen and Company
New York
$3.35M +$1.21M +329,432 +58%
Man Group
18
Man Group
United Kingdom
$3.27M +$865K +236,425 +37%
Norges Bank
19
Norges Bank
Norway
$3.06M
Deutsche Bank
20
Deutsche Bank
Germany
$2.64M +$2.59M +706,957 New
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$2.5M -$1.23M -336,907 -33%
FHC
22
Forest Hill Capital
Arkansas
$2.43M +$329K +90,000 +16%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$2.38M -$1.98M -540,316 -46%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$2.37M -$45.7K -12,477 -2%
CANY
25
Caxton Associates (New York)
New York
$2.34M -$329K -89,833 -13%

MIC Hedge Fund Activity: Q1 2022 in Review

121 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Macquarie Infrastructure Holdings, LLC (MIC) for Q1 2022, worth a combined $209M — down 18% from $254M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MIC and 18 opened new positions — a net loss of 14 holders — while 36 trimmed existing stakes and 29 added.

The largest buyer was Goldman Sachs, adding an estimated $15.7M. The largest seller was Bank of America, cutting an estimated $6.92M.

  • 121 institutional investors held Macquarie Infrastructure Holdings, LLC (MIC) as of Q1 2022, down from 135 in Q4 2021.
  • Funds reported $209M of Macquarie Infrastructure Holdings, LLC stock for Q1 2022, down 18% quarter-over-quarter.
  • 18 funds opened new Macquarie Infrastructure Holdings, LLC positions in Q1 2022 and 32 closed out, a net change of -14 holders.
  • The largest Macquarie Infrastructure Holdings, LLC buyer in Q1 2022 was Goldman Sachs, an estimated $15.7M added.
  • The largest Macquarie Infrastructure Holdings, LLC seller in Q1 2022 was Bank of America, an estimated $6.92M sold.

Based on aggregated 13F filings for Q1 2022.