We are live on ! Find out more
BIP icon

Brookfield Infrastructure Partners
BIP

332 hedge funds and large institutions have $9.41B invested in Brookfield Infrastructure Partners in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

12% more capital invested

Capital invested by funds: $8.43B → $9.41B (+$985M)

2% more funds holding

Funds holding: 324 → 332 (+8)

1.86% more ownership

Funds ownership: 54.32% → 56.18% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

24% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 109

32% less call options, than puts

Call options by funds: $31.8M | Put options by funds: $46.9M

Holders
332
Holders Change
+8
Holders Change %
+2.47%
% of All Funds
5.21%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
31
Increased
83
Reduced
109
Closed
20
Calls
$31.8M
Puts
$46.9M
Net Calls
-$15.1M
Net Calls Change
-$30.5M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$176M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$129M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$37.6M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$30.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$56.8M
2
AM
AGF Management
Ontario, Canada
-$21.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$14.7M
4
Jane Street
Jane Street
New York
-$13.6M
5
NAM
NewGen Asset Management
Ontario, Canada
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
226
Avantax Advisory Services
Texas
$236K -$25.3K -711 -10%
M&T Bank
227
M&T Bank
New York
$233K – – –
GFS
228
GYL Financial Synergies
Connecticut
$223K – – –
ECM
229
Evergreen Capital Management
Washington
$222K – – –
MA
230
MONECO Advisors
Connecticut
$221K -$27.4K -768 -11%
AIM
231
Anchor Investment Management
South Carolina
$220K +$17.8K +500 +9%
MFG
232
Menard Financial Group
Texas
$220K +$215K +6,023 New
CRI
233
Colonial River Investments
Virginia
$217K -$9.2K -258 -4%
MA
234
Mutual Advisors
Nebraska
$216K -$15.9K -447 -7%
IIC
235
Ironwood Investment Counsel
Arizona
$212K +$207K +5,816 New
IW
236
Imprint Wealth
South Carolina
$212K +$207K +5,808 New
SVWAG
237
Sound View Wealth Advisors Group
Georgia
$210K +$205K +5,750 New
EFG
238
Ethos Financial Group
Pennsylvania
$210K – – –
NPF
239
Norris Perne & French
Michigan
$208K +$203K +5,700 New
BTWM
240
Baker Tilly Wealth Management
Wisconsin
$205K +$201K +5,626 New
AG
241
Ascent Group
Virginia
$201K -$53.3K -1,495 -20%
JAM
242
JCIC Asset Management
Ontario, Canada
$191K -$1.25K -35 -0.7%
AF
243
Allworth Financial
California
$165K -$16K -450 -9%
CT
244
Cambridge Trust
Massachusetts
$164K – – –
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$160K -$14.9K -417 -9%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$155K -$140K -3,919 -48%
US Bancorp
247
US Bancorp
Minnesota
$145K -$53.5K -1,500 -27%
EL
248
EMFO LLC
Florida
$145K – – –
SC
249
Sawyer & Company
Massachusetts
$137K – – –
WTA
250
Washington Trust Advisors
Massachusetts
$137K – – –
8 9
10
11 12

BIP Hedge Fund Activity: Q2 2023 in Review

332 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure Partners (BIP) for Q2 2023, worth a combined $9.41B — up 12% from $8.43B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BIP positions and 20 closed out — a net gain of 11 holders — while 83 added to existing stakes and 109 trimmed.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $176M. The largest seller was Morgan Stanley, cutting an estimated $56.8M.

  • 332 institutional investors held Brookfield Infrastructure Partners (BIP) as of Q2 2023, up from 324 in Q1 2023.
  • Funds reported $9.41B of Brookfield Infrastructure Partners stock for Q2 2023, up 12% quarter-over-quarter.
  • 31 funds opened new Brookfield Infrastructure Partners positions in Q2 2023 and 20 closed out, a net change of +11 holders.
  • The largest Brookfield Infrastructure Partners buyer in Q2 2023 was Mackenzie Financial, an estimated $176M added.
  • The largest Brookfield Infrastructure Partners seller in Q2 2023 was Morgan Stanley, an estimated $56.8M sold.

Based on aggregated 13F filings for Q2 2023.