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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
TP
151
Tranquility Partners
Tennessee
$533K – – –
CS
152
Cannell & Spears
New York
$530K – – –
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$529K +$214 +6 +0%
CP
154
Cumberland Partners
Ontario, Canada
$519K -$4.63K -130 -0.9%
VWA
155
Visionary Wealth Advisors
Illinois
$504K -$3.74K -105 -0.8%
CQS
156
Credential Qtrade Securities
$503K -$40.1K -1,125 -8%
Lido Advisors
157
Lido Advisors
California
$500K +$72.2K +2,025 +17%
Fiera Capital (Canada)
158
Fiera Capital (Canada)
Quebec, Canada
$498K -$7.99M -224,064 -94%
REMPR
159
Roof Eidam Maycock Peralta (REMP)
California
$493K – – –
BA
160
Bristlecone Advisors
Washington
$465K – – –
EAM
161
Evanson Asset Management
California
$465K – – –
BSW
162
Buckingham Strategic Wealth
Missouri
$460K -$16.3K -456 -3%
AAS
163
Ameritas Advisory Services
Nebraska
$457K +$83.8K +2,350 +22%
AAM
164
Advisors Asset Management
Colorado
$455K +$307K +8,611 +223%
Geode Capital Management
165
Geode Capital Management
Massachusetts
$454K +$2.21K +62 +0.5%
HH
166
Hilltop Holdings
Texas
$447K +$212K +5,937 +94%
SHFA
167
SC&H Financial Advisors
Maryland
$445K -$53.2K -1,492 -11%
Canada Life
168
Canada Life
Manitoba, Canada
$441K +$428K +12,013 New
CAG
169
Csenge Advisory Group
Florida
$437K – – –
BAM
170
Belpointe Asset Management
Nevada
$436K +$56.4K +1,581 +15%
AWM
171
Apollon Wealth Management
South Carolina
$412K +$3.28K +92 +0.8%
VCM
172
Vivaldi Capital Management
Illinois
$411K – – –
AWM
173
AE Wealth Management
Kansas
$406K +$50.4K +1,415 +15%
FAIM
174
Financial Advocates Investment Management
Washington
$395K +$11.1K +310 +3%
SPC
175
Sigma Planning Corp
Michigan
$390K +$570 +16 +0.1%
5 6
7
8 9

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.