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Brookfield Infrastructure Partners

156 hedge funds and large institutions have $2.91B invested in Brookfield Infrastructure Partners in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

1.81% more ownership

Funds ownership: 126.43%128.24% (+1.8%)

2% less funds holding

Funds holding: 159156 (-3)

8% less capital invested

Capital invested by funds: $3.16B → $2.91B (-$243M)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

76% less call options, than puts

Call options by funds: $624K | Put options by funds: $2.57M

Holders
156
Holders Change
-3
Holders Change %
-1.89%
% of All Funds
4.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
16
Increased
68
Reduced
35
Closed
19
Calls
$624K
Puts
$2.57M
Net Calls
-$1.95M
Net Calls Change
-$918K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$300K +$124K +7,654 +63%
STC
102
SEI Trust Company
Pennsylvania
$294K +$30.6K +1,893 +11%
BG
103
Bahl & Gaynor
Ohio
$293K
GCP
104
GSA Capital Partners
United Kingdom
$293K +$314K +19,429 New
CG
105
Clinton Group
New York
$282K +$302K +18,668 New
VFS
106
VSR Financial Services
Kansas
$274K -$2.04K -126 -0.7%
Barclays
107
Barclays
United Kingdom
$273K +$288K +17,784 +5,700%
CS
108
Credential Securities
$260K +$11.3K +698 +4%
MWR
109
McAdams Wright Ragen
Washington
$259K +$278K +17,204 New
NERM
110
New England Research & Management
Illinois
$245K +$263K +16,254 New
Creative Planning
111
Creative Planning
Kansas
$219K +$29.6K +1,834 +14%
CCS
112
Crosspoint Capital Strategies
California
$210K
CAM
113
CG Asset Management
New York
$209K
EWM
114
Evercore Wealth Management
New York
$160K
Ameriprise
115
Ameriprise
Minnesota
$156K -$11.3K -696 -6%
BBHC
116
Brown Brothers Harriman & Co
New York
$155K
WRM
117
Westport Resources Management
Connecticut
$152K
Citigroup
118
Citigroup
New York
$147K -$215K -13,278 -58%
GT
119
Glenmede Trust
Pennsylvania
$143K
FNBT
120
FineMark National Bank & Trust
Florida
$135K +$109K +6,753 +306%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$120K
US Bancorp
122
US Bancorp
Minnesota
$98K -$26.1K -1,613 -20%
HI
123
Hudock Inc
Pennsylvania
$92K
WA
124
WFG Advisors
Texas
$82K -$40.6K -2,512 -32%
BG
125
Bollard Group
Massachusetts
$82K +$1.05K +65 +1%

BIP Hedge Fund Activity: Q3 2014 in Review

156 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure Partners (BIP) for Q3 2014, worth a combined $2.91B — down 7.7% from $3.16B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BIP and 16 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 68 added.

The largest buyer was Royal Bank of Canada, adding an estimated $52.9M. The largest seller was Fidelity Investments, cutting an estimated $35.1M.

  • 156 institutional investors held Brookfield Infrastructure Partners (BIP) as of Q3 2014, down from 159 in Q2 2014.
  • Funds reported $2.91B of Brookfield Infrastructure Partners stock for Q3 2014, down 7.7% quarter-over-quarter.
  • 16 funds opened new Brookfield Infrastructure Partners positions in Q3 2014 and 19 closed out, a net change of -3 holders.
  • The largest Brookfield Infrastructure Partners buyer in Q3 2014 was Royal Bank of Canada, an estimated $52.9M added.
  • The largest Brookfield Infrastructure Partners seller in Q3 2014 was Fidelity Investments, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2014.