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Brookfield Renewable

103 hedge funds and large institutions have $3.41B invested in Brookfield Renewable in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

864% more call options, than puts

Call options by funds: $434K | Put options by funds: $45K

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

144% more capital invested

Capital invested by funds: $1.4B → $3.41B (+$2.01B)

54.82% more ownership

Funds ownership: 47.02%101.84% (+55%)

26% more funds holding

Funds holding: 82103 (+21)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

Holders
103
Holders Change
+21
Holders Change %
+25.61%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
30
Reduced
32
Closed
4
Calls
$434K
Puts
$45K
Net Calls
+$389K
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BONST
26
Bank of Nova Scotia Trust
Ontario, Canada
$7.07M -$1.02M -56,321 -13%
Bank of America
27
Bank of America
North Carolina
$7.01M -$1.82M -100,888 -21%
AIA
28
AGF Investments America
Ontario, Canada
$6.24M +$14.5K +805 +0.2%
Morgan Stanley
29
Morgan Stanley
New York
$5.32M -$1.63M -90,359 -24%
PFM
30
Premier Fund Managers
United Kingdom
$4.16M +$4.03M +223,304 New
Deutsche Bank
31
Deutsche Bank
Germany
$3.89M -$2.51M -139,050 -40%
ACM
32
Advisors Capital Management
New Jersey
$3.81M -$232K -12,818 -6%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$3.78M -$3.44M -190,664 -48%
KS
34
Karpas Strategies
Connecticut
$3.67M -$458K -25,333 -11%
Goldman Sachs
35
Goldman Sachs
New York
$3.53M -$271K -14,995 -7%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.73M +$1.43M +79,001 +117%
EAM
37
Eventide Asset Management
Massachusetts
$2.72M +$942K +52,167 +56%
CS
38
Credit Suisse
Switzerland
$2.58M +$1.05M +58,343 +73%
UBS Group
39
UBS Group
Switzerland
$2.48M +$363K +20,122 +18%
NEI
40
Northwest & Ethical Investments
Ontario, Canada
$2.43M -$1.5M -82,942 -39%
EA
41
Ecofin Advisors
United Kingdom
$2.37M -$2.29M -127,031 -50%
GCAC
42
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.19M -$173K -9,570 -9%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$2.19M +$29K +1,604 +1%
NIMI
44
Natixis Investment Managers International
France
$1.97M
GIM
45
Greystone Investment Management
Ohio
$1.93M +$486K +26,881 +35%
AII
46
AGF Investments Inc
Ontario, Canada
$1.47M +$63.8K +3,530 +5%
LSAG
47
Lake Street Advisors Group
New Hampshire
$1.46M +$1.42M +78,578 New
SIC
48
SFE Investment Counsel
California
$1.41M -$67.8K -3,753 -5%
Northern Trust
49
Northern Trust
Illinois
$1.23M -$6.77K -375 -0.6%
Citigroup
50
Citigroup
New York
$1.17M +$79.4K +4,395 +7%

BEP Hedge Fund Activity: Q4 2017 in Review

103 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q4 2017, worth a combined $3.41B — up 144% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BEP positions and 4 closed out — a net gain of 21 holders — while 30 added to existing stakes and 32 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $1.9B. The largest seller was Royal Bank of Canada, cutting an estimated $34.4M.

  • 103 institutional investors held Brookfield Renewable (BEP) as of Q4 2017, up from 82 in Q3 2017.
  • Funds reported $3.41B of Brookfield Renewable stock for Q4 2017, up 144% quarter-over-quarter.
  • 25 funds opened new Brookfield Renewable positions in Q4 2017 and 4 closed out, a net change of +21 holders.
  • The largest Brookfield Renewable buyer in Q4 2017 was Brookfield Corp, an estimated $1.9B added.
  • The largest Brookfield Renewable seller in Q4 2017 was Royal Bank of Canada, an estimated $34.4M sold.

Based on aggregated 13F filings for Q4 2017.