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Brookfield Infrastructure Partners
BIP

325 hedge funds and large institutions have $8.73B invested in Brookfield Infrastructure Partners in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 83

24% more call options, than puts

Call options by funds: $4.16M | Put options by funds: $3.36M

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

4% more capital invested

Capital invested by funds: $8.41B → $8.73B (+$327M)

1% more funds holding

Funds holding: 323 → 325 (+2)

0.58% more ownership

Funds ownership: 78.83% → 79.42% (+0.58%)

Holders
325
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
5.66%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
27
Increased
110
Reduced
83
Closed
24
Calls
$4.16M
Puts
$3.36M
Net Calls
+$799K
Net Calls Change
-$70K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$116M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.3M
3
NAM
NewGen Asset Management
Ontario, Canada
+$18.7M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$17M
5
Bank of America
Bank of America
North Carolina
+$15.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$54.1M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$45.4M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$30.6M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$26.6M
5
TPM
Triasima Portfolio Management
Quebec, Canada
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
226
Tocqueville Asset Management
New York
$242K – – –
CP
227
Cumberland Partners
Ontario, Canada
$230K +$225K +6,213 New
KA
228
Kovack Advisors
Florida
$227K -$30.7K -849 -12%
GWSG
229
GPS Wealth Strategies Group
Colorado
$226K -$89.6K -2,477 -29%
GFS
230
GYL Financial Synergies
Connecticut
$226K – – –
JCM
231
Jacobi Capital Management
Pennsylvania
$226K +$217 +6 +0.1%
AIA
232
Armor Investment Advisors
North Carolina
$225K – – –
IFG
233
Independent Financial Group
California
$224K – – –
MCWS
234
McKinley Carter Wealth Services
West Virginia
$223K – – –
PPA
235
Parametric Portfolio Associates
Washington
$222K – – –
MC
236
Moors & Cabot
Massachusetts
$222K +$217K +6,005 New
ASN
237
Advisory Services Network
Georgia
$219K +$213K +5,904 New
CAMG
238
CWA Asset Management Group
Florida
$217K +$72 +2 +0%
BRWA
239
B. Riley Wealth Advisors
Florida
$217K +$470 +13 +0.2%
M&T Bank
240
M&T Bank
New York
$212K – – –
JIP
241
Jaffetilchin Investment Partners
Florida
$203K +$198K +5,477 New
AIM
242
Anchor Investment Management
South Carolina
$186K – – –
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$180K +$9.29K +257 +6%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$174K – – –
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$151K +$18.1K +502 +14%
EL
246
EMFO LLC
Florida
$147K +$143K +3,963 New
WLPWM
247
Walled Lake Planning & Wealth Management
Illinois
$134K – – –
SWM
248
Spire Wealth Management
Virginia
$133K -$350K -9,693 -73%
PGAM
249
Princeton Global Asset Management
New Jersey
$133K – – –
NL
250
NVWM LLC
Pennsylvania
$114K – – –
8 9
10
11 12

BIP Hedge Fund Activity: Q2 2021 in Review

325 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure Partners (BIP) for Q2 2021, worth a combined $8.73B — up 3.9% from $8.41B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BIP positions and 24 closed out — a net gain of 3 holders — while 110 added to existing stakes and 83 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $116M. The largest seller was Capital World Investors, cutting an estimated $54.1M.

  • 325 institutional investors held Brookfield Infrastructure Partners (BIP) as of Q2 2021, up from 323 in Q1 2021.
  • Funds reported $8.73B of Brookfield Infrastructure Partners stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 27 funds opened new Brookfield Infrastructure Partners positions in Q2 2021 and 24 closed out, a net change of +3 holders.
  • The largest Brookfield Infrastructure Partners buyer in Q2 2021 was Bank of Montreal, an estimated $116M added.
  • The largest Brookfield Infrastructure Partners seller in Q2 2021 was Capital World Investors, an estimated $54.1M sold.

Based on aggregated 13F filings for Q2 2021.