BIP Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Brookfield Infrastructure Pa (BIP) following the 2026 Q2 hedge fund 13F filings?

As of today, BIP has moved -11.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.3% for the XLU sector ETF — an outperformance of -8.0%. Since the quarter end (June 30, 2026), BIP gained -4.5% vs +2.4% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Brookfield Infrastructure Pa (BIP)

352 + Investors. Track Smart Money conviction in BIP. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BIP

Based on 358 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added BIP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

358 hedge funds hold BIP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q

+36 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 53% buying

149 buying130 selling

Last quarter: 149 funds bought or added vs 130 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 29 → 45 → 42 → 30. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new

238 out of 358 hedge funds have held BIP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~30 new funds/quarter

35 → 29 → 45 → 42 → 30 new funds/Q

New funds entering each quarter: 29 → 45 → 42 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 20% new

Entry-cohort mix of 369 holders: 259 (70%) are 2+ year veterans, 38 entered 1–2 years ago, and 72 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds

38 of 355 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in BIP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	352	350	0.57%
13F Shares	264M	266M	-0.58%
Total Value	$9.63B	$9.56B	0.68%
New Positions	29	42	-13
Increased Positions	118	101	+17
Closed Positions	24	34	-10
Reduced Positions	103	112	-9
Total Calls	8	6	33.33%
Total Puts	6	6	-
PUT/CALL Ratio	0.75	1.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

352

350

0.57%

13F Shares

264M

266M

-0.58%

Total Value

$9.63B

$9.56B

0.68%

New Positions

-13

Increased Positions

118

101

+17

Closed Positions

-10

Reduced Positions

103

112

-9

Total Calls

33.33%

Total Puts

PUT/CALL Ratio

0.75

1.0

Neutral

Institutional Holders (2026 Q2)

352 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BIP. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BIP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Summerhill Capital Management lnc.	6.88%	236,081	$8.6M
2	PCJ Investment Counsel Ltd.	3.10%	295,980	$10.8M
3	Dixon Mitchell Investment Counsel Inc.	2.97%	2,502,674	$91.4M
4	Nicola Wealth Management LTD.	2.79%	664,700	$24.3M
5	Tacita Capital Inc	2.79%	140,927	$5.1M
6	Intact Investment Management INC.	2.60%	2,421,744	$91.4M
7	Harbor Advisory Corp /Ma/	2.34%	239,446	$8.7M
8	Gold Investment Management Ltd.	2.11%	180,236	$7.8M
9	Walnut Private Equity Partners, LLC	2.01%	102,000	$3.7M
10	Hyperion Capital Advisors LP	1.58%	96,019	$3.5M
11	Herbst Group, LLC	1.43%	71,740	$2.6M
12	Sage Investment Counsel LLC	1.38%	37,803	$1.4M
13	Wulff, Hansen & CO.	1.37%	49,067	$1.8M
14	Epiq Partners, LLC	1.24%	80,104	$2.9M
15	Addenda Capital Inc.	1.09%	777,392	$40.3M
16	Tranquility Partners, LLC	1.05%	84,034	$3.1M
17	Leith Wheeler Investment Counsel Ltd.	0.96%	344,572	$12.6M
18	Scotia Capital INC.	0.92%	6,805,105	$247.2M
19	Ramirez Asset Management, Inc.	0.84%	221,085	$8.1M
20	MRP Capital Investments, LLC	0.79%	29,475	$1.1M
21	Viewpoint Investment Partners Corp	0.75%	60,230	$2.2M
22	Aviso Financial Inc.	0.70%	547,989	$20.0M
23	Chapman Financial Group, LLC	0.66%	27,407	$1.0M
24	Herold Advisors, Inc.	0.65%	90,061	$3.3M
25	Mufg Securities (canada), LTD.	0.64%	647,312	$23.6M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Brookfield Infrastructure Pa (BIP)

What does the Smart Money Trend signal show for BIP?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BIP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BIP?

Slight buying edge — 53% buying: Last quarter: 149 funds bought or added vs 130 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BIP holders?

Elite ownership — 67% AUM from top-100 funds: 38 of 355 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in BIP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BIP?

66% of holders stayed for 2+ years: 238 out of 358 hedge funds have held BIP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Brookfield Infrastructure Pa (BIP) following the 2026 Q2 hedge fund 13F filings?

As of today, BIP has moved -11.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.3% for the XLU sector ETF — an outperformance of -8.0%. Since the quarter end (June 30, 2026), BIP has gained -4.5% vs +2.4% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Brookfield Infrastructure Pa (BIP)

Smart Money Signals — BIP

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

Slight buying edge — 53% buying

Fewer new buyers each quarter (-12 vs last Q)

66% of holders stayed for 2+ years

Steady discovery — ~30 new funds/quarter

Veteran-anchored — 70% veterans vs 20% newcomers

Elite ownership — 67% AUM from top-100 funds

Institutional Sentiment Summary — BIP

Hedge Fund Ownership: BIP

Market Analysis: BIP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BIP

Is It Too Late to Buy Brookfield Infrastructure Pa (BIP) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BIP

Statistics: BIP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Brookfield Infrastructure Pa (BIP)

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