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Brookfield Infrastructure Partners

329 hedge funds and large institutions have $8.17B invested in Brookfield Infrastructure Partners in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

427% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $3.77M

2.46% more ownership

Funds ownership: 56.17%58.63% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

5% less capital invested

Capital invested by funds: $8.59B → $8.17B (-$423M)

6% less funds holding

Funds holding: 351329 (-22)

15% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 101

34% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 38

Holders
329
Holders Change
-22
Holders Change %
-6.27%
% of All Funds
5.67%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
25
Increased
86
Reduced
101
Closed
38
Calls
$19.8M
Puts
$3.77M
Net Calls
+$16.1M
Net Calls Change
+$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Apollon Wealth Management
South Carolina
$442K +$46.3K +1,153 +10%
SW
177
SVB Wealth
Massachusetts
$431K +$482K +12,000 New
BRWA
178
B. Riley Wealth Advisors
Florida
$424K +$243K +6,057 +106%
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$418K -$24.1K -600 -5%
AAS
180
Ameritas Advisory Services
Nebraska
$399K -$1K -25 -0.2%
FAIM
181
Financial Advocates Investment Management
Washington
$390K +$4.38K +109 +1%
SPC
182
Sigma Planning Corp
Michigan
$388K +$9.12K +227 +2%
BA
183
Bristlecone Advisors
Washington
$381K +$2.73K +68 +0.6%
SW
184
SkyOak Wealth
Michigan
$377K
BAM
185
Belpointe Asset Management
Nevada
$377K +$27.2K +678 +7%
AWM
186
AE Wealth Management
Kansas
$373K +$136K +3,385 +48%
SDWMA
187
Schneider Downs Wealth Management Advisors
Pennsylvania
$364K
V
188
Veritable
Delaware
$359K
AIP
189
Almanack Investment Partners
Pennsylvania
$349K -$499K -12,415 -56%
SIC
190
Sterling Investment Counsel
New York
$348K -$84K -2,092 -18%
CBA
191
Coastal Bridge Advisors
Connecticut
$342K +$383K +9,532 New
TGAM
192
TBH Global Asset Management
Tennessee
$334K
ASN
193
Advisory Services Network
Georgia
$330K +$5.14K +128 +1%
GT
194
Glenview Trust
Kentucky
$326K
VFA
195
Voya Financial Advisors
Connecticut
$320K -$132K -3,277 -27%
US Bancorp
196
US Bancorp
Minnesota
$317K
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$316K -$74.9K -1,864 -17%
VAM
198
Verity Asset Management
North Carolina
$314K +$351K +8,749 New
TC
199
Truvestments Capital
Florida
$314K +$402 +10 +0.1%
GI
200
Gradient Investments
Minnesota
$312K

BIP Hedge Fund Activity: Q3 2022 in Review

329 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure Partners (BIP) for Q3 2022, worth a combined $8.17B — down 4.9% from $8.59B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BIP and 25 opened new positions — a net loss of 13 holders — while 101 trimmed existing stakes and 86 added.

The largest buyer was Bank of Montreal, adding an estimated $345M. The largest seller was Morgan Stanley, cutting an estimated $51.5M.

  • 329 institutional investors held Brookfield Infrastructure Partners (BIP) as of Q3 2022, down from 351 in Q2 2022.
  • Funds reported $8.17B of Brookfield Infrastructure Partners stock for Q3 2022, down 4.9% quarter-over-quarter.
  • 25 funds opened new Brookfield Infrastructure Partners positions in Q3 2022 and 38 closed out, a net change of -13 holders.
  • The largest Brookfield Infrastructure Partners buyer in Q3 2022 was Bank of Montreal, an estimated $345M added.
  • The largest Brookfield Infrastructure Partners seller in Q3 2022 was Morgan Stanley, an estimated $51.5M sold.

Based on aggregated 13F filings for Q3 2022.