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Brookfield Infrastructure Partners

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 β†’ $9.41B (+$985M)

2% more funds holding

Funds holding: 324 β†’ 332 (+8)

1.86% more ownership

Funds ownership: 54.32% β†’ 56.18% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 10 β†’ 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
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Spire Wealth Management
Virginia
$128K -$856 -24 -0.7%
GWS
252
Glassman Wealth Services
Virginia
$128K – – –
SG Americas Securities
253
SG Americas Securities
New York
$125K -$112K -3,129 -48%
CMF
254
Counterpoint Mutual Funds
California
$119K +$116K +3,262 New
WT
255
Washington Trust
Rhode Island
$113K – – –
NL
256
NVWM LLC
Pennsylvania
$112K – – –
MLA
257
MB, Levis & Associates
Pennsylvania
$99.4K +$998 +28 +1%
SAG
258
Spotlight Asset Group
Illinois
$98.5K +$96.3K +2,700 New
OIA
259
Optimum Investment Advisors
Illinois
$95.3K – – –
FP
260
Financial Perspectives
Minnesota
$92.8K – – –
CT
261
Caldwell Trust
Florida
$83.8K – – –
GRP
262
Global Retirement Partners
California
$82.9K +$10.7K +300 +15%
GIS
263
Grayhawk Investment Strategies
Alberta, Canada
$80.2K – – –
WT
264
Whittier Trust
California
$77.1K – – –
TRCT
265
Tower Research Capital (TRC)
New York
$74.3K -$14.3K -400 -16%
NFSG
266
Newbridge Financial Services Group
Florida
$74.1K +$107 +3 +0.1%
CT
267
Colonial Trust
South Carolina
$73.9K – – –
PGAM
268
Princeton Global Asset Management
New Jersey
$71K – – –
RhumbLine Advisers
269
RhumbLine Advisers
Massachusetts
$70.5K +$68.8K +1,931 New
GWSG
270
GPS Wealth Strategies Group
Colorado
$68.7K +$178 +5 +0.3%
AIM
271
Arcadia Investment Management
Michigan
$68.5K – – –
FBC
272
Fairfield, Bush & Co
Connecticut
$66.7K +$65.1K +1,827 New
PP
273
Pacifica Partners
Canada
$65.3K – – –
GA
274
GoalVest Advisory
New York
$64.4K – – –
BWA
275
BDO Wealth Advisors
Florida
$62K – – –

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 β€” up 12% from $8.43B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BIP positions and 20 closed out β€” a net gain of 11 holders β€” 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.