We are live on ! Find out more
BIP icon

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
HVP
176
Hudson Value Partners
Florida
$372K +$100K +2,807 +38%
SDWMA
177
Schneider Downs Wealth Management Advisors
Pennsylvania
$370K – – –
IA
178
IFP Advisors
Florida
$369K -$68.7K -1,927 -16%
FWM
179
Finer Wealth Management
Massachusetts
$367K -$38.9K -1,090 -10%
V
180
Veritable
Delaware
$365K – – –
VF
181
Virtu Financial
New York
$357K +$349K +9,788 New
VWM
182
Venturi Wealth Management
Texas
$356K -$191K -5,360 -35%
AIP
183
Almanack Investment Partners
Pennsylvania
$355K – – –
SIC
184
Sterling Investment Counsel
New York
$354K – – –
CG
185
Colony Group
Massachusetts
$340K -$120K -3,375 -27%
TGAM
186
TBH Global Asset Management
Tennessee
$339K – – –
EH
187
Equitable Holdings
New York
$339K +$214 +6 +0.1%
VAM
188
Verity Asset Management
North Carolina
$335K -$10.6K -297 -3%
GT
189
Glenview Trust
Kentucky
$331K – – –
LFAS
190
Level Four Advisory Services
Texas
$329K – – –
JP Morgan Chase
191
JP Morgan Chase
New York
$324K -$538K -15,102 -63%
Empower Advisory Group
192
Empower Advisory Group
Colorado
$316K +$308K +8,651 New
AFG
193
Alterity Financial Group
Maine
$314K – – –
GI
194
Gradient Investments
Minnesota
$309K – – –
Mariner
195
Mariner
Kansas
$308K -$110K -3,099 -27%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$303K – – –
BFS
197
Bradley Foster & Sargent
Connecticut
$302K – – –
OCM
198
Orion Capital Management
California
$301K – – –
TC
199
Telemus Capital
Michigan
$300K – – –
PA
200
Procyon Advisors
Connecticut
$296K +$290K +8,122 New
6 7
8
9 10

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.