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Brookfield Infrastructure Partners
BIP

Overview Fund Activity

317 hedge funds and large institutions have $7.89B invested in Brookfield Infrastructure Partners in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 103 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-13
Holders Change %
-3.94%
% of All Funds
5.05%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
32
Increased
81
Reduced
103
Closed
42
Calls
$29M
Puts
$21.5M
Net Calls
+$7.58M
Net Calls Change
+$22.7M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$126M
2
BC
Brookfield Corp
Ontario, Canada
$108M
3
Principal Financial Group
Principal Financial Group
Iowa
$480M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$526M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.3B

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$383M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
$45.5M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$843K
4
Goldman Sachs
Goldman Sachs
New York
$4.75M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$935M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
201
Finer Wealth Management
Massachusetts
$254K -$41.8K -1,423 -14%
AFG
202
Alterity Financial Group
Maine
$253K – – –
GI
203
Gradient Investments
Minnesota
$248K -$1.32K -45 -0.5%
RCAG
204
Rehmann Capital Advisory Group
Michigan
$244K – – –
TC
205
Telemus Capital
Michigan
$242K – – –
SHFA
206
SC&H Financial Advisors
Maryland
$241K -$118K -4,020 -33%
PA
207
Procyon Advisors
Connecticut
$239K – – –
MCP
208
Mirador Capital Partners
California
$235K -$1.94K -66 -0.8%
9WM
209
9258 Wealth Management
Ohio
$234K +$735 +25 +0.3%
CCP
210
Carmel Capital Partners
California
$232K +$2.38K +81 +1%
NSCM
211
New South Capital Management
Tennessee
$228K – – –
MWM
212
Mattern Wealth Management
Kansas
$225K – – –
WPC
213
Wedmont Private Capital
Pennsylvania
$224K +$224K +8,029 New
FPB
214
First PREMIER Bank
South Dakota
$223K – – –
NA
215
NewEdge Advisors
Louisiana
$221K – – –
PTC
216
Private Trust Company
Ohio
$220K – – –
MAM
217
Morse Asset Management
Connecticut
$220K – – –
PAS
218
Park Avenue Securities
New York
$219K +$219K +7,438 New
VWM
219
Venturi Wealth Management
Texas
$219K -$68.3K -2,323 -24%
VCA
220
Verdence Capital Advisors
Maryland
$206K +$382 +13 +0.2%
IAA
221
Independent Advisor Alliance
North Carolina
$206K +$206K +7,003 New
AF
222
Advisornet Financial
Minnesota
$205K -$7.35K -250 -3%
LWM
223
LJI Wealth Management
Indiana
$204K – – –
FAM
224
Frontier Asset Management
Wyoming
$204K – – –
EWM
225
Evercore Wealth Management
New York
$203K – – –
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9
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