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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
AWM
151
AE Wealth Management
Kansas
$575K +$153K +5,660 +44%
APP
152
Avantax Planning Partners
Iowa
$558K
CSS
153
Cubist Systematic Strategies
Connecticut
$520K
AWS
154
Atria Wealth Solutions
New York
$516K -$161K -5,961 -27%
AMCA
155
Arthur M. Cohen & Associates
Illinois
$504K -$11.7K -432 -3%
ACM
156
Ategra Capital Management
Virginia
$501K +$430K +15,899 New
IF
157
Insight Folios
North Carolina
$491K +$12.7K +470 +3%
FWTB
158
First Western Trust Bank
Colorado
$490K +$421K +15,550 New
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$480K +$62.2K +2,296 +18%
FFA
160
First Foundation Advisors
California
$479K
CS
161
Cannell & Spears
New York
$457K
HH
162
Hilltop Holdings
Texas
$441K -$462K -17,054 -55%
VWA
163
Visionary Wealth Advisors
Illinois
$426K -$16.2K -600 -4%
REMPR
164
Roof Eidam Maycock Peralta (REMP)
California
$425K
CQS
165
Credential Qtrade Securities
$420K +$20.7K +766 +6%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$418K -$232K -8,578 -39%
Geode Capital Management
167
Geode Capital Management
Massachusetts
$417K +$1.27K +47 +0.4%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$416K -$9.39K -347 -3%
Stifel Financial
169
Stifel Financial
Missouri
$416K -$109K -4,021 -23%
WI
170
Wintrust Investments
Illinois
$407K +$350K +12,925 New
BA
171
Bristlecone Advisors
Washington
$401K
EAM
172
Evanson Asset Management
California
$401K
BSW
173
Buckingham Strategic Wealth
Missouri
$397K
Fidelity Investments
174
Fidelity Investments
Massachusetts
$396K +$38.3K +1,414 +13%
EHC
175
Everett Harris & Co
California
$392K -$271K -10,018 -45%

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.