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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
ME
301
McIlrath & Eck
Washington
$9.13K +$3.56K +100 +67%
CHA
302
Carmichael Hill & Associates
Maryland
$8.47K – – –
LCM
303
Logan Capital Management
Pennsylvania
$8.21K -$10.7K -300 -57%
QC
304
Quent Capital
New York
$8.21K – – –
SSB
305
Sandy Spring Bank
Maryland
$8.21K – – –
SCA
306
Stonebridge Capital Advisors
Minnesota
$8.21K – – –
HIM
307
Hillsdale Investment Management
Ontario, Canada
$8.04K -$287K -8,060 -97%
TSWM
308
Tyler-Stone Wealth Management
Ohio
$8K +$7.59K +213 New
NRG
309
Nemes Rush Group
Michigan
$7.45K +$7.27K +204 New
VNA
310
Valley National Advisers
Pennsylvania
$7K – – –
AWM
311
Avior Wealth Management
Nebraska
$6.83K -$13.4K -375 -67%
BTI
312
Blue Trust Inc
Georgia
$6K +$36 +1 +0.6%
PFG
313
Piershale Financial Group
Illinois
$5.51K – – –
TAM
314
Tucker Asset Management
Colorado
$5.47K -$40.5K -1,135 -88%
EWM
315
Evermay Wealth Management
Virginia
$5.47K – – –
NSIM
316
North Star Investment Management
Illinois
$5.47K – – –
BCMLT
317
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.27K – – –
WOSD
318
WFA of San Diego
California
$5.11K +$4.99K +140 New
DAM
319
Delta Asset Management
Tennessee
$4.09K – – –
AIC
320
Archer Investment Corporation
Indiana
$4.05K +$3.96K +111 New
CAL
321
Capital Analysts LLC
Pennsylvania
$4K – – –
NMG
322
New Millennium Group
Utah
$3.65K – – –
MWM
323
Mascoma Wealth Management
New Hampshire
$2.45K – – –
ETC
324
Exchange Traded Concepts
Oklahoma
$2.01K -$499 -14 -20%
UFF
325
USA Financial Formulas
Michigan
$1.9K – – –
11 12
13
14 15

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.