Brookfield Infrastructure Partners
247 hedge funds and large institutions have $5.58B invested in Brookfield Infrastructure Partners in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 92 reducing their positions, and 35 closing their positions.
2.23% more ownership
Funds ownership: 79.02% → 81.25% (+2.2%)
4% less capital invested
Capital invested by funds: $5.84B → $5.58B (-$259M)
4% less funds holding
Funds holding: 256 → 247 (-9)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
23% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 35
25% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 92
50% less call options, than puts
Call options by funds: $3.03M | Put options by funds: $6.11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$87.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$54.4M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$30.9M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$25.3M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$49.6M |
| 2 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$16.4M |
| 3 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
-$11.8M |
| 4 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$11.5M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$11.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KJWM
276
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$22K | -862 | Closed |
|
|
BCI
277
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$22K | -832 | Closed |
|
|
RAM
278
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$22K | -815 | Closed |
|
|
BCM
279
Brasada Capital Management
Houston,
Texas
| – | -$18K | -672 | Closed |
|
|
AAP
280
Arax Advisory Partners
Denver,
Colorado
| – | -$9K | -349 | Closed |
|
|
YWP
281
YorkBridge Wealth Partners
New York
| – | -$7K | -294 | Closed |
|
282
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7K | -252 | Closed |
|
|
PWM
283
Perigon Wealth Management
San Francisco,
California
| – | -$7K | -252 | Closed |
|
|
SIC
284
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$2K | -76 | Closed |
|
|
SFM
285
Signet Financial Management
Parsippany,
New Jersey
| – | +$372 | +15 | New |
|
BIP Hedge Fund Activity: Q1 2018 in Review
247 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure Partners (BIP) for Q1 2018, worth a combined $5.58B — down 4.4% from $5.84B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of BIP and 27 opened new positions — a net loss of 8 holders — while 92 trimmed existing stakes and 69 added.
The largest buyer was Bank of Montreal, adding an estimated $87.7M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $49.6M sold.
- 247 institutional investors held Brookfield Infrastructure Partners (BIP) as of Q1 2018, down from 256 in Q4 2017.
- Funds reported $5.58B of Brookfield Infrastructure Partners stock for Q1 2018, down 4.4% quarter-over-quarter.
- 27 funds opened new Brookfield Infrastructure Partners positions in Q1 2018 and 35 closed out, a net change of -8 holders.
- The largest Brookfield Infrastructure Partners buyer in Q1 2018 was Bank of Montreal, an estimated $87.7M added.
- The largest Brookfield Infrastructure Partners seller in Q1 2018 was Janus Henderson Group, an estimated $49.6M sold.
Based on aggregated 13F filings for Q1 2018.