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Brookfield Infrastructure Partners

330 hedge funds and large institutions have $8.55B invested in Brookfield Infrastructure Partners in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more call options, than puts

Call options by funds: $36.1M | Put options by funds: $6.32M

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more capital invested

Capital invested by funds: $7.89B → $8.55B (+$662M)

3% more funds holding

Funds holding: 319330 (+11)

0.68% more ownership

Funds ownership: 57.88%58.56% (+0.68%)

20% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 109

Holders
330
Holders Change
+11
Holders Change %
+3.45%
% of All Funds
4.81%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
45
Increased
87
Reduced
109
Closed
30
Calls
$36.1M
Puts
$6.32M
Net Calls
+$29.8M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MKC
226
M. Kraus & Co
Vermont
$210K +$181K +6,678 New
TAM
227
Tocqueville Asset Management
New York
$205K +$177K +6,525 New
KWM
228
Kingsview Wealth Management
Oregon
$205K +$176K +6,499 New
SWP
229
Stratos Wealth Partners
Ohio
$205K +$176K +6,498 New
FWM
230
Finer Wealth Management
Massachusetts
$202K -$60K -2,215 -26%
MA
231
Mutual Advisors
Nebraska
$201K +$173K +6,372 New
AF
232
Advisornet Financial
Minnesota
$199K -$17.6K -650 -9%
CAM
233
Creekmur Asset Management
Illinois
$192K +$165K +6,084 New
AIM
234
Anchor Investment Management
South Carolina
$190K
BC
235
Broadwater Capital
Massachusetts
$184K +$158K +5,850 New
PS
236
Principal Securities
Iowa
$182K +$156K +5,769 New
JAM
237
JCIC Asset Management
Ontario, Canada
$166K +$3.82K +141 +3%
LTI
238
Laffer Tengler Investments
Tennessee
$146K
AF
239
Allworth Financial
California
$142K
CT
240
Cambridge Trust
Massachusetts
$142K
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$134K +$4.2K +155 +4%
EL
242
EMFO LLC
Florida
$125K
US Bancorp
243
US Bancorp
Minnesota
$125K
SC
244
Sawyer & Company
Massachusetts
$118K
WT
245
Washington Trust
Rhode Island
$97.4K
ASN
246
Advisory Services Network
Georgia
$97.1K +$83.5K +3,084 New
NL
247
NVWM LLC
Pennsylvania
$96.8K
SWM
248
Spire Wealth Management
Virginia
$96.3K -$10.1K -373 -11%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$94K +$20.4K +753 +34%
MLA
250
MB, Levis & Associates
Pennsylvania
$87.9K +$920 +34 +1%

BIP Hedge Fund Activity: Q4 2023 in Review

330 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure Partners (BIP) for Q4 2023, worth a combined $8.55B — up 8.4% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BIP positions and 30 closed out — a net gain of 15 holders — while 87 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $176M.

  • 330 institutional investors held Brookfield Infrastructure Partners (BIP) as of Q4 2023, up from 319 in Q3 2023.
  • Funds reported $8.55B of Brookfield Infrastructure Partners stock for Q4 2023, up 8.4% quarter-over-quarter.
  • 45 funds opened new Brookfield Infrastructure Partners positions in Q4 2023 and 30 closed out, a net change of +15 holders.
  • The largest Brookfield Infrastructure Partners buyer in Q4 2023 was Morgan Stanley, an estimated $164M added.
  • The largest Brookfield Infrastructure Partners seller in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $176M sold.

Based on aggregated 13F filings for Q4 2023.