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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
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$951K +$72.6K +2,037 +8%
Citadel Advisors
127
Citadel Advisors
Florida
$924K +$444K +12,446 +97%
Ameriprise
128
Ameriprise
Minnesota
$923K -$121K -3,391 -12%
CA
129
Callahan Advisors
Texas
$917K -$230K -6,463 -20%
CW
130
Channel Wealth
California
$916K -$43.9K -1,232 -5%
EHC
131
Everett Harris & Co
California
$902K +$16.9K +474 +2%
Truist Financial
132
Truist Financial
North Carolina
$902K -$34.1K -956 -4%
CL
133
CSS LLC
Illinois
$879K – – –
CAN
134
Cetera Advisor Networks
California
$845K +$24.5K +687 +3%
AWS
135
Atria Wealth Solutions
New York
$830K +$6.45K +181 +0.8%
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$811K +$92.3K +2,589 +13%
ACM
137
Avalon Capital Management
California
$810K – – –
TF
138
TIAA FSB
Florida
$752K -$24.1K -677 -3%
EWA
139
EP Wealth Advisors
California
$724K +$5.89M +165,301 +387%
VHAM
140
Van Hulzen Asset Management
California
$712K – – –
Capital Fund Management (CFM)
141
Capital Fund Management (CFM)
France
$668K +$492K +13,800 New
VFA
142
Voya Financial Advisors
Connecticut
$659K +$282K +7,904 +74%
Stifel Financial
143
Stifel Financial
Missouri
$637K +$107K +3,009 +21%
CSS
144
Cubist Systematic Strategies
Connecticut
$602K – – –
AMCA
145
Arthur M. Cohen & Associates
Illinois
$600K -$30.1K -845 -5%
JFL
146
Jarislowsky, Fraser Ltd
Quebec, Canada
$592K -$36.9K -1,034 -6%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$573K +$14.2K +399 +3%
MRCM
148
M&R Capital Management
New Jersey
$560K -$2.53K -71 -0.5%
FFA
149
First Foundation Advisors
California
$555K – – –
IF
150
Insight Folios
North Carolina
$551K +$276K +7,747 +105%
4 5
6
7 8

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.