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Brookfield Infrastructure Partners
BIP

256 hedge funds and large institutions have $5.84B invested in Brookfield Infrastructure Partners in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $3.5M

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

9% more funds holding

Funds holding: 234 → 256 (+22)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

6% more capital invested

Capital invested by funds: $5.49B → $5.84B (+$351M)

1.63% more ownership

Funds ownership: 77.39% → 79.02% (+1.6%)

15% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 84

Holders
256
Holders Change
+22
Holders Change %
+9.4%
% of All Funds
5.81%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
45
Increased
71
Reduced
84
Closed
22
Calls
$13.4M
Puts
$3.5M
Net Calls
+$9.92M
Net Calls Change
+$9.95M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$68.7M
2
OCAM
Onex Canada Asset Management
Ontario, Canada
+$44.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$35.5M
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$24.6M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$21.4M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$62M
2
ClearBridge Investments
ClearBridge Investments
New York
-$32.9M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$20.4M
4
MWNA
Marshall Wace North America
New York
-$15.9M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
201
Barclays
United Kingdom
$103K +$47K +1,813 +88%
WAM
202
Wealthspire Advisors (Maryland)
Maryland
$97K -$18.7K -720 -17%
PA
203
Parallel Advisors
California
$92K – – –
AWM
204
Aevitas Wealth Management
Massachusetts
$74K +$71.9K +2,774 New
IWM
205
IHT Wealth Management
Illinois
$73K +$8.7K +336 +13%
APA
206
American Portfolios Advisors
New York
$72.6K +$70.5K +2,722 New
CG
207
Cutler Group
California
$69K -$118K -4,536 -63%
CB
208
Community Bank
New York
$69K – – –
WT
209
Whittier Trust
California
$69K – – –
JFGIW
210
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67K – – –
HNB
211
Huntington National Bank
Ohio
$67K +$65.3K +2,520 New
GCM
212
Grisanti Capital Management
New York
$66K – – –
SQA
213
Simon Quick Advisors
New Jersey
$66K – – –
ASN
214
Advisory Services Network
Georgia
$63K -$8.29K -320 -12%
PA
215
Perennial Advisors
New York
$60K – – –
AA
216
AlphaMark Advisors
Kentucky
$54K – – –
FPS
217
Fieldpoint Private Securities
Connecticut
$54K – – –
LIA
218
LS Investment Advisors
Michigan
$54K – – –
GI
219
Gradient Investments
Minnesota
$54K +$52.2K +2,016 New
QCG
220
Quadrant Capital Group
Ohio
$53K – – –
CAL
221
Capital Advisors Ltd
Ohio
$50K – – –
VIA
222
Vantage Investment Advisors
Pennsylvania
$50K – – –
BTIS
223
BB&T Investment Services
North Carolina
$49K – – –
Envestnet Asset Management
224
Envestnet Asset Management
Illinois
$48K +$13.3K +512 +39%
DOA
225
D'Orazio & Associates
Virginia
$45K +$43.5K +1,680 New
7 8
9
10 11

BIP Hedge Fund Activity: Q4 2017 in Review

256 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Brookfield Infrastructure Partners (BIP) for Q4 2017, worth a combined $5.84B — up 6.4% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BIP positions and 22 closed out — a net gain of 23 holders — while 71 added to existing stakes and 84 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $68.7M. The largest seller was Bank of Montreal, cutting an estimated $62M.

  • 256 institutional investors held Brookfield Infrastructure Partners (BIP) as of Q4 2017, up from 234 in Q3 2017.
  • Funds reported $5.84B of Brookfield Infrastructure Partners stock for Q4 2017, up 6.4% quarter-over-quarter.
  • 45 funds opened new Brookfield Infrastructure Partners positions in Q4 2017 and 22 closed out, a net change of +23 holders.
  • The largest Brookfield Infrastructure Partners buyer in Q4 2017 was Manulife (Manufacturers Life Insurance), an estimated $68.7M added.
  • The largest Brookfield Infrastructure Partners seller in Q4 2017 was Bank of Montreal, an estimated $62M sold.

Based on aggregated 13F filings for Q4 2017.