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Brookfield Infrastructure Partners

330 hedge funds and large institutions have $8.55B invested in Brookfield Infrastructure Partners in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more call options, than puts

Call options by funds: $36.1M | Put options by funds: $6.32M

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more capital invested

Capital invested by funds: $7.89B → $8.55B (+$662M)

3% more funds holding

Funds holding: 319330 (+11)

0.68% more ownership

Funds ownership: 57.88%58.56% (+0.68%)

20% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 109

Holders
330
Holders Change
+11
Holders Change %
+3.45%
% of All Funds
4.81%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
45
Increased
87
Reduced
109
Closed
30
Calls
$36.1M
Puts
$6.32M
Net Calls
+$29.8M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$65.4M +$8.4M +310,143 +18%
IIM
27
Intact Investment Management
Quebec, Canada
$60.5M +$52M +1,919,094 New
TWC
28
TD Waterhouse Canada
Ontario, Canada
$59.6M -$3.69M -136,137 -8%
MBI
29
Montrusco Bolton Investments
Quebec, Canada
$48.1M -$692K -25,577 -2%
LSAG
30
Lake Street Advisors Group
New Hampshire
$38.4M -$3.74M -138,077 -10%
BCIM
31
British Columbia Investment Management
British Columbia, Canada
$37.4M -$52M -1,920,602 -62%
NIM
32
Nexus Investment Management
Ontario, Canada
$35.4M +$2.29M +84,749 +8%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.8M -$9.62M -355,497 -27%
DMIC
34
Dixon Mitchell Investment Counsel
British Columbia, Canada
$24.3M +$8.62M +318,398 +71%
BHC
35
Bowen Hanes & Co
Florida
$23.6M +$57.4K +2,120 +0.3%
N
36
Natixis
France
$23.4M +$20.1M +744,000 New
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$22.6M -$21M -774,832 -52%
CPIG
38
Chicago Partners Investment Group
Illinois
$18M -$68.4K -2,528 -0.4%
RJA
39
Raymond James & Associates
Florida
$17.7M +$599K +22,144 +4%
CIMLRA
40
CBRE Investment Management Listed Real Assets
Pennsylvania
$15.7M
BFS
41
Baskin Financial Services
Ontario, Canada
$15.1M -$2.02M -74,468 -13%
LWIC
42
Leith Wheeler Investment Counsel
British Columbia, Canada
$13M -$146K -5,400 -1%
TPM
43
Triasima Portfolio Management
Quebec, Canada
$12.3M +$10.6M +390,260 New
Brown Advisory
44
Brown Advisory
Maryland
$12.1M +$1.03M +38,216 +11%
Bank of America
45
Bank of America
North Carolina
$11.7M -$565K -20,879 -5%
OCAM
46
Onex Canada Asset Management
Ontario, Canada
$10.8M -$5.07M -187,110 -35%
Wells Fargo
47
Wells Fargo
California
$9.83M +$137K +5,060 +2%
KS
48
Karpas Strategies
Connecticut
$9.38M -$173K -6,375 -2%
AG
49
AlTi Global
New York
$8.45M +$7.26M +268,259 New
ACH
50
ArrowMark Colorado Holdings
Colorado
$8.39M +$241K +8,900 +3%

BIP Hedge Fund Activity: Q4 2023 in Review

330 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure Partners (BIP) for Q4 2023, worth a combined $8.55B — up 8.4% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BIP positions and 30 closed out — a net gain of 15 holders — while 87 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $176M.

  • 330 institutional investors held Brookfield Infrastructure Partners (BIP) as of Q4 2023, up from 319 in Q3 2023.
  • Funds reported $8.55B of Brookfield Infrastructure Partners stock for Q4 2023, up 8.4% quarter-over-quarter.
  • 45 funds opened new Brookfield Infrastructure Partners positions in Q4 2023 and 30 closed out, a net change of +15 holders.
  • The largest Brookfield Infrastructure Partners buyer in Q4 2023 was Morgan Stanley, an estimated $164M added.
  • The largest Brookfield Infrastructure Partners seller in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $176M sold.

Based on aggregated 13F filings for Q4 2023.