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Brookfield Infrastructure Partners
BIP

Overview Fund Activity

317 hedge funds and large institutions have $7.89B invested in Brookfield Infrastructure Partners in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 103 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-13
Holders Change %
-3.94%
% of All Funds
5.05%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
32
Increased
81
Reduced
103
Closed
42
Calls
$29M
Puts
$21.5M
Net Calls
+$7.58M
Net Calls Change
+$22.7M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$126M
2
BC
Brookfield Corp
Ontario, Canada
$108M
3
Principal Financial Group
Principal Financial Group
Iowa
$480M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$526M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.3B

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$383M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
$45.5M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$843K
4
Goldman Sachs
Goldman Sachs
New York
$4.75M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$935M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
126
J.P. Morgan Private Wealth Advisors
California
$843K -$16.4M -557,373 -95%
RG
127
Rathbones Group
United Kingdom
$839K +$839K +28,535 New
HI
128
Harbour Investments
Wisconsin
$805K -$18.7K -635 -2%
FAM
129
Formidable Asset Management
Ohio
$802K – – –
TI
130
Tidal Investments
Wisconsin
$802K – – –
LAM
131
Lakewood Asset Management
Illinois
$796K -$121K -4,125 -13%
Truist Financial
132
Truist Financial
North Carolina
$766K +$39.3K +1,338 +5%
Ameriprise
133
Ameriprise
Minnesota
$752K +$8.2K +279 +1%
EHC
134
Everett Harris & Co
California
$661K -$66.1K -2,249 -9%
AWS
135
Atria Wealth Solutions
New York
$657K -$11.8K -400 -2%
SW
136
StrongBox Wealth
Missouri
$654K -$173K -5,890 -21%
ACM
137
Avalon Capital Management
California
$653K – – –
TIAA Trust, National Association
138
TIAA Trust, National Association
North Carolina
$651K +$651K +22,151 New
EFMC
139
Empire Financial Management Company
New York
$647K +$647K +22,010 New
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$642K -$124K -4,217 -16%
CW
141
Channel Wealth
California
$638K -$101K -3,420 -14%
CA
142
Callahan Advisors
Texas
$634K -$105K -3,573 -14%
CAN
143
Cetera Advisor Networks
California
$616K -$65.3K -2,220 -10%
EWA
144
EP Wealth Advisors
California
$583K -$5.53M -188,152 -90%
Envestnet Asset Management
145
Envestnet Asset Management
Illinois
$571K -$82.1K -2,793 -13%
VFA
146
Voya Financial Advisors
Connecticut
$553K -$1.64K -55 -0.3%
CL
147
CSS LLC
Illinois
$538K -$169K -5,765 -24%
AAM
148
Advisors Asset Management
Colorado
$525K +$158K +5,375 +43%
APP
149
Avantax Planning Partners
Iowa
$521K +$521K +17,729 New
Stifel Financial
150
Stifel Financial
Missouri
$506K -$6.56K -223 -1%
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