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Brookfield Renewable

253 hedge funds and large institutions have $6.47B invested in Brookfield Renewable in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 68 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $742K

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

21% more capital invested

Capital invested by funds: $5.36B → $6.47B (+$1.11B)

11% more funds holding

Funds holding: 227253 (+26)

28.26% less ownership

Funds ownership: 82.55%54.29% (-28%)

28% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 95

Holders
253
Holders Change
+26
Holders Change %
+11.45%
% of All Funds
4.48%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
56
Increased
68
Reduced
95
Closed
29
Calls
$1.54M
Puts
$742K
Net Calls
+$798K
Net Calls Change
-$4.12M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFS Advisors
Kansas
$16K +$14.4K +375 New
CFGS
227
Concourse Financial Group Securities
Alabama
$15K +$13.7K +357 New
FI
228
Fosun International
China
$14.2K +$958K +25,000 +14%
DTIM
229
Danda Trouve Investment Management
Kansas
$14K -$10.9K -285 -48%
CFA
230
Carroll Financial Associates
North Carolina
$14K -$38 -1 -0.3%
AWM
231
AllSquare Wealth Management
New York
$13K
CTC
232
Central Trust Company
Missouri
$13K
HI
233
Hudock Inc
Pennsylvania
$13K +$77 +2 +0.7%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$13K +$11.5K +300 New
GWM
235
Geneos Wealth Management
Colorado
$11K +$2.49K +65 +31%
LWANC
236
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K +$8.62K +225 New
APA
237
American Portfolios Advisors
New York
$9.71K +$2.88K +75 +50%
FCH
238
Freestone Capital Holdings
Washington
$7.12K
PMFA
239
Plante Moran Financial Advisors
Michigan
$7K -$38 -1 -0.6%
S
240
SignatureFD
Georgia
$7K
PFA
241
Professional Financial Advisors
Nebraska
$6K
TRCT
242
Tower Research Capital (TRC)
New York
$5K -$4.75K -124 -50%
OIM
243
Oder Investment Management
California
$5K +$4.56K +119 New
GRP
244
Global Retirement Partners
California
$4K +$3.14K +82 New
CHA
245
Carmichael Hill & Associates
Maryland
$4K +$3.83K +100 New
RFA
246
Reilly Financial Advisors
California
$3K -$38 -1 -2%
PAI
247
Pittenger & Anderson Inc
Nebraska
$3K
SQA
248
Simon Quick Advisors
New Jersey
$3K
BCM
249
Bourgeon Capital Management
Connecticut
$1K -$38 -1 -3%
NSIM
250
North Star Investment Management
Illinois
$1K +$958 +25 New

BEP Hedge Fund Activity: Q4 2020 in Review

253 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q4 2020, worth a combined $6.47B — up 21% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new BEP positions and 29 closed out — a net gain of 27 holders — while 68 added to existing stakes and 95 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $124M. The largest seller was Fidelity International, cutting an estimated $127M.

  • 253 institutional investors held Brookfield Renewable (BEP) as of Q4 2020, up from 227 in Q3 2020.
  • Funds reported $6.47B of Brookfield Renewable stock for Q4 2020, up 21% quarter-over-quarter.
  • 56 funds opened new Brookfield Renewable positions in Q4 2020 and 29 closed out, a net change of +27 holders.
  • The largest Brookfield Renewable buyer in Q4 2020 was Fidelity Investments, an estimated $124M added.
  • The largest Brookfield Renewable seller in Q4 2020 was Fidelity International, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2020.