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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
IRC
326
Investors Research Corp
Georgia
$1.09K – – –
WAS
327
Winch Advisory Services
Wisconsin
$1K – – –
RF
328
Robinswood Financial
Washington
$693 +$677 +19 New
BlackRock
329
BlackRock
New York
$590 – – –
FCA
330
FinTrust Capital Advisors
South Carolina
$403 – – –
S
331
SignatureFD
Georgia
$219 – – –
FFAM
332
Forge First Asset Management
Canada
– -$8.5M -252,132 Closed
NWM
333
Nicola Wealth Management
British Columbia, Canada
– -$8.4M -248,650 Closed
Renaissance Technologies
334
Renaissance Technologies
New York
– -$7.48M -221,700 Closed
CWM
335
CIBC World Markets
New York
– -$2.28M -49,937 Closed
N
336
Natixis
France
– -$480K -14,200 Closed
G
337
GenTrust
Florida
– -$470K -13,925 Closed
BCM
338
Basso Capital Management
Connecticut
– -$388K -11,500 Closed
AP
339
Americana Partners
Texas
– -$341K -10,092 Closed
BRWA
340
B. Riley Wealth Advisors
Florida
– -$340K -10,082 Closed
EFS
341
Essex Financial Services
Connecticut
– -$321K -9,498 Closed
DADC
342
D.A. Davidson & Co
Montana
– -$209K -6,189 Closed
ASN
343
Advisory Services Network
Georgia
– -$104K -3,085 Closed
TH
344
TCTC Holdings
Texas
– -$57.7K -1,708 Closed
TCOV
345
Trust Company of Vermont
Vermont
– -$46.8K -1,387 Closed
TCWA
346
Ten Capital Wealth Advisors
Washington
– -$40.3K -1,192 Closed
Acadian Asset Management
347
Acadian Asset Management
Massachusetts
– -$35K -1,067 Closed
SOW
348
State of Wyoming
Wyoming
– -$32.9K -974 Closed
FFA
349
Farther Finance Advisors
California
– -$5.07K -150 Closed
HFS
350
Hantz Financial Services
Michigan
– -$2K -49 Closed
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.