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Brookfield Infrastructure Partners
BIP

325 hedge funds and large institutions have $8.73B invested in Brookfield Infrastructure Partners in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 83

24% more call options, than puts

Call options by funds: $4.16M | Put options by funds: $3.36M

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

4% more capital invested

Capital invested by funds: $8.41B → $8.73B (+$327M)

1% more funds holding

Funds holding: 323 → 325 (+2)

0.58% more ownership

Funds ownership: 78.83% → 79.42% (+0.58%)

Holders
325
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
5.66%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
27
Increased
110
Reduced
83
Closed
24
Calls
$4.16M
Puts
$3.36M
Net Calls
+$799K
Net Calls Change
-$70K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$116M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.3M
3
NAM
NewGen Asset Management
Ontario, Canada
+$18.7M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$17M
5
Bank of America
Bank of America
North Carolina
+$15.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$54.1M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$45.4M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$30.6M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$26.6M
5
TPM
Triasima Portfolio Management
Quebec, Canada
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$50.2M +$15.2M +420,759 +45%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$48.5M +$111K +3,075 +0.2%
LSAG
28
Lake Street Advisors Group
New Hampshire
$43.3M +$2.22M +61,297 +6%
ClearBridge Investments
29
ClearBridge Investments
New York
$42.8M +$8.38M +231,750 +25%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$42.1M +$11.4M +316,671 +39%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$39.3M +$480K +13,270 +1%
NIM
32
Nexus Investment Management
Ontario, Canada
$37.2M +$51.5K +1,425 +0.1%
OCAM
33
Onex Canada Asset Management
Ontario, Canada
$35.4M +$1.14M +31,494 +3%
BHC
34
Bowen Hanes & Co
Florida
$26.4M – – –
BFS
35
Baskin Financial Services
Ontario, Canada
$24.5M -$687K -19,000 -3%
CPIG
36
Chicago Partners Investment Group
Illinois
$23.9M +$104K +2,887 +0.4%
Select Equity Group
37
Select Equity Group
New York
$23.1M +$5.85M +161,735 +35%
IIM
38
Intact Investment Management
Quebec, Canada
$22.1M +$130K +3,600 +0.8%
RJA
39
Raymond James & Associates
Florida
$19.3M +$211K +5,849 +1%
NAM
40
NewGen Asset Management
Ontario, Canada
$19.1M +$18.7M +517,500 New
UBS Group
41
UBS Group
Switzerland
$16.5M -$4.71M -130,310 -23%
Franklin Resources
42
Franklin Resources
California
$16M -$2.76M -76,446 -15%
BC
43
Brookfield Corp
Ontario, Canada
$13.9M – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$13.1M -$671K -18,561 -5%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$12.2M -$1.2M -33,147 -9%
DMIC
46
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.8M +$207K +5,719 +2%
KS
47
Karpas Strategies
Connecticut
$11.5M -$56.9K -1,575 -0.5%
UCFA
48
United Capital Financial Advisors
Texas
$11.1M -$50.9K -1,409 -0.5%
Wells Fargo
49
Wells Fargo
California
$10.8M +$147K +4,077 +1%
LWIC
50
Leith Wheeler Investment Counsel
British Columbia, Canada
$10.7M +$545K +15,075 +5%
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BIP Hedge Fund Activity: Q2 2021 in Review

325 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure Partners (BIP) for Q2 2021, worth a combined $8.73B — up 3.9% from $8.41B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BIP positions and 24 closed out — a net gain of 3 holders — while 110 added to existing stakes and 83 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $116M. The largest seller was Capital World Investors, cutting an estimated $54.1M.

  • 325 institutional investors held Brookfield Infrastructure Partners (BIP) as of Q2 2021, up from 323 in Q1 2021.
  • Funds reported $8.73B of Brookfield Infrastructure Partners stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 27 funds opened new Brookfield Infrastructure Partners positions in Q2 2021 and 24 closed out, a net change of +3 holders.
  • The largest Brookfield Infrastructure Partners buyer in Q2 2021 was Bank of Montreal, an estimated $116M added.
  • The largest Brookfield Infrastructure Partners seller in Q2 2021 was Capital World Investors, an estimated $54.1M sold.

Based on aggregated 13F filings for Q2 2021.