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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
BAM
176
Belpointe Asset Management
Nevada
$378K +$14.5K +536 +5%
Lido Advisors
177
Lido Advisors
California
$377K +$29.2K +1,080 +10%
MFG
178
Menard Financial Group
Texas
$373K -$13.9K -512 -4%
SDWMA
179
Schneider Downs Wealth Management Advisors
Pennsylvania
$371K
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$364K -$212K -7,838 -40%
EH
181
Equitable Holdings
New York
$362K +$58.9K +2,174 +23%
BCM
182
Buckhead Capital Management
Georgia
$359K -$34.1K -1,260 -10%
BFA
183
Beacon Financial Advisory
Ohio
$358K -$628K -23,201 -67%
CAG
184
Csenge Advisory Group
Florida
$354K -$19.1K -705 -6%
VCM
185
Vivaldi Capital Management
Illinois
$334K
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$319K +$274K +10,126 New
WTA
187
Washington Trust Advisors
Massachusetts
$318K
VWM
188
Venturi Wealth Management
Texas
$305K +$61K +2,252 +30%
FAIM
189
Financial Advocates Investment Management
Washington
$305K -$34.4K -1,271 -12%
Canada Life
190
Canada Life
Manitoba, Canada
$304K -$93.6K -3,456 -26%
CIA
191
Choate Investment Advisors
Massachusetts
$302K
RG
192
Rathbones Group
United Kingdom
$301K -$513K -18,963 -66%
AIP
193
Almanack Investment Partners
Pennsylvania
$300K
LFAS
194
Level Four Advisory Services
Texas
$294K +$8.88K +328 +4%
Focus Partners Wealth
195
Focus Partners Wealth
Massachusetts
$293K +$252K +9,308 New
TGAM
196
TBH Global Asset Management
Tennessee
$293K
NA
197
NewEdge Advisors
Louisiana
$279K +$36.8K +1,360 +18%
SIC
198
Sterling Investment Counsel
New York
$279K -$22.5K -832 -9%
Empower Advisory Group
199
Empower Advisory Group
Colorado
$278K +$4.58K +169 +2%
AFG
200
Alterity Financial Group
Maine
$271K

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.