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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.36B -$27.7M -1,022,224 -2%
Capital World Investors
2
Capital World Investors
California
$1.11B -$93.9K -3,467 -0%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$926M +$11.2M +415,266 +1%
Principal Financial Group
4
Principal Financial Group
Iowa
$628M +$97.8M +3,613,608 +22%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$605M +$45.4M +1,678,140 +10%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$358M -$176M -6,499,894 -36%
Morgan Stanley
7
Morgan Stanley
New York
$312M +$164M +6,062,400 +157%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$263M -$127M -4,690,817 -36%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$224M +$42.4M +1,565,246 +28%
CIBC Asset Management
10
CIBC Asset Management
Ontario, Canada
$211M +$30.1M +1,112,217 +20%
SC
11
Scotia Capital
Ontario, Canada
$184M +$6.32M +233,330 +4%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$175M +$7.51M +277,562 +5%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$158M -$10.4M -383,218 -7%
BC
14
Brookfield Corp
Ontario, Canada
$148M +$27.7M +1,024,763 +28%
Toronto Dominion Bank
15
Toronto Dominion Bank
Ontario, Canada
$131M +$1.18M +43,451 +1%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$120M -$12.8M -472,929 -11%
Invesco
17
Invesco
Georgia
$96.9M +$12.7M +468,602 +18%
AM
18
AGF Management
Ontario, Canada
$93.4M +$15.7M +578,966 +24%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$82.9M -$20.2M -746,670 -22%
CI Investments Inc
20
CI Investments Inc
Ontario, Canada
$81.9M +$5.37M +198,373 +8%
CIM
21
CCLA Investment Management
United Kingdom
$78M +$10.9M +402,290 +19%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$77.9M -$1.9M -70,082 -3%
First Manhattan
23
First Manhattan
New York
$74.7M +$1.46M +53,773 +2%
Fidelity International
24
Fidelity International
Bermuda
$71.7M +$522K +19,292 +0.9%
Select Equity Group
25
Select Equity Group
New York
$69.8M +$46.9M +1,732,891 +358%

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.