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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
KJHP
101
K.J. Harrison & Partners
Ontario, Canada
$1.66M +$3.28K +121 +0.2%
UCFA
102
United Capital Financial Advisors
Texas
$1.66M -$4.51M -166,530 -76%
TCM
103
Tandem Capital Management
New Jersey
$1.66M -$28.4K -1,050 -2%
PGFC
104
Peapack-Gladstone Financial Corp
New Jersey
$1.62M -$110K -4,075 -7%
SRC
105
Stone Run Capital
New York
$1.54M -$81.2K -3,000 -6%
CA
106
Clearstead Advisors
Ohio
$1.4M -$1.8M -66,446 -60%
WJWM
107
Williams Jones Wealth Management
New York
$1.29M -$300K -11,075 -21%
NS
108
NBC Securities
Alabama
$1.27M +$205K +7,587 +23%
IMCOOI
109
Investment Management Corp of Ontario (IMCO)
Canada
$1.27M +$1.09M +40,300 New
SPIA
110
Steward Partners Investment Advisory
New York
$1.27M -$419K -15,467 -28%
CT
111
Clearstead Trust
Maine
$1.25M
CCC
112
Chelsea Counsel Company
California
$1.23M
HKAM
113
Horizon Kinetics Asset Management
New York
$1.18M -$106K -3,897 -9%
PAG
114
Private Advisor Group
New Jersey
$1.17M -$14.4K -532 -1%
GFP
115
Gryphon Financial Partners
Ohio
$1.15M
AC
116
Addenda Capital
Quebec, Canada
$1.14M +$740K +27,340 New
WT
117
Whittier Trust
California
$1.12M -$49.8K -1,840 -5%
Bessemer Group
118
Bessemer Group
New Jersey
$1.11M -$17.2K -634 -2%
KeyBank National Association
119
KeyBank National Association
Ohio
$1.09M +$90.6K +3,348 +11%
William Blair & Company
120
William Blair & Company
Illinois
$1.09M -$214K -7,900 -19%
JP Morgan Chase
121
JP Morgan Chase
New York
$1.06M +$663K +24,482 +264%
PCM
122
Parsons Capital Management
Rhode Island
$1.06M -$40.6K -1,500 -4%
DWM
123
Dorchester Wealth Management
Quebec, Canada
$1.04M +$5.31K +196 +0.5%
BONST
124
Bank of Nova Scotia Trust
Ontario, Canada
$1.03M -$31.5K -1,164 -3%
TYCC
125
Texas Yale Capital Corp
Florida
$994K +$855K +31,568 New

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.