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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
WPWM
276
Western Pacific Wealth Management
Illinois
$59.7K – – –
TC
277
Truvestments Capital
Florida
$58.6K -$27.8K -780 -33%
SIS
278
Sound Income Strategies
Florida
$58.4K +$26.5K +743 +87%
CSPIA
279
Cary Street Partners Investment Advisory
Virginia
$49.3K – – –
BBHC
280
Brown Brothers Harriman & Co
New York
$43.9K – – –
LWANC
281
Laurel Wealth Advisors (North Carolina)
North Carolina
$43.8K – – –
Deutsche Bank
282
Deutsche Bank
Germany
$37.8K – – –
VCM
283
Versant Capital Management
Arizona
$36K – – –
CFGS
284
Concourse Financial Group Securities
Alabama
$34.3K +$606 +17 +2%
HC
285
Hoese & Co
Minnesota
$32.9K – – –
HWM
286
Horizons Wealth Management
North Carolina
$29.1K +$28.4K +796 New
GWM
287
Geneos Wealth Management
Colorado
$28.7K – – –
WAM
288
WFA Asset Management
Wisconsin
$28.1K – – –
IA
289
IFS Advisors
Kansas
$24.6K – – –
DWMG
290
DB Wealth Management Group
California
$22.9K – – –
HB
291
Horizon Bancorp
Indiana
$20K – – –
PMFA
292
Plante Moran Financial Advisors
Michigan
$19.9K – – –
SWA
293
SOA Wealth Advisors
New York
$18.3K – – –
AA
294
Ancora Advisors
Ohio
$16.4K – – –
DAC
295
Dividend Assets Capital
South Carolina
$16K +$15.5K +436 New
PWMG
296
Prestige Wealth Management Group
New Jersey
$15.4K – – –
FA
297
Financial Avengers
California
$11.3K – – –
PP
298
PFS Partners
New Jersey
$11.1K +$10.8K +303 New
BAM
299
Byrne Asset Management
New Jersey
$10K – – –
SWM
300
Sugarloaf Wealth Management
Georgia
$9.79K +$107 +3 +1%
10 11
12
13 14

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.