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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
MCP
201
Mirador Capital Partners
California
$294K +$2.35K +66 +0.8%
9WM
202
9258 Wealth Management
Ohio
$289K +$927 +26 +0.3%
CCP
203
Carmel Capital Partners
California
$286K – – –
NSCM
204
New South Capital Management
Tennessee
$283K – – –
MWM
205
Mattern Wealth Management
Kansas
$279K – – –
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$278K +$272K +7,621 New
FPB
207
First PREMIER Bank
South Dakota
$277K – – –
HCA
208
Hyperion Capital Advisors
New York
$274K +$268K +7,519 New
NA
209
NewEdge Advisors
Louisiana
$274K +$17.8K +500 +7%
PTC
210
Private Trust Company
Ohio
$274K – – –
MAM
211
Morse Asset Management
Connecticut
$274K – – –
KWM
212
Kingsview Wealth Management
Oregon
$265K -$6.45K -181 -2%
AF
213
Advisornet Financial
Minnesota
$264K -$6.67K -187 -3%
VCA
214
Verdence Capital Advisors
Maryland
$255K +$357 +10 +0.1%
Fidelity Investments
215
Fidelity Investments
Massachusetts
$254K +$64.5K +1,809 +35%
LWM
216
LJI Wealth Management
Indiana
$253K – – –
FAM
217
Frontier Asset Management
Wyoming
$253K +$2.39K +67 +1%
MKC
218
M. Kraus & Co
Vermont
$252K – – –
EWM
219
Evercore Wealth Management
New York
$252K – – –
HI
220
Hudock Inc
Pennsylvania
$244K +$16.2K +455 +7%
RJT
221
Raymond James Trust
Florida
$242K -$36.3K -1,017 -13%
GT
222
Glenmede Trust
Pennsylvania
$241K – – –
TPM
223
Triasima Portfolio Management
Quebec, Canada
$238K +$175K +4,920 New
TAM
224
Tocqueville Asset Management
New York
$238K – – –
DT
225
Diversified Trust
Tennessee
$238K – – –
7 8
9
10 11

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.