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Brookfield Renewable

169 hedge funds and large institutions have $4.58B invested in Brookfield Renewable in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

19% more capital invested

Capital invested by funds: $3.86B → $4.58B (+$722M)

9% more funds holding

Funds holding: 155169 (+14)

3.62% more ownership

Funds ownership: 99.43%103.05% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

20% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 60

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.3M

Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
48
Reduced
60
Closed
9
Calls
Puts
$1.3M
Net Calls
-$1.3M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7M +$940K +39,850 +8%
AACA
27
American Assets Capital Advisers
California
$13.4M -$2.22K -94 -0%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$12.1M -$3.01M -127,696 -21%
BCIM
29
British Columbia Investment Management
British Columbia, Canada
$11.1M +$3.33M +141,139 +46%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$9.77M +$2.98M +126,339 +47%
FI
31
Fosun International
China
$9.61M
First Trust Advisors
32
First Trust Advisors
Illinois
$8.7M +$932K +39,493 +13%
Morgan Stanley
33
Morgan Stanley
New York
$8.67M +$1.29M +54,647 +19%
AIA
34
AGF Investments America
Ontario, Canada
$7.48M -$1.63M -69,131 -19%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$7.12M +$1.12M +47,532 +20%
Bank of America
36
Bank of America
North Carolina
$6.12M +$257K +10,890 +5%
KS
37
Karpas Strategies
Connecticut
$5.65M
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5M -$99.3K -4,208 -2%
ACM
39
Advisors Capital Management
New Jersey
$4.68M -$186K -7,889 -4%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$4.42M +$104K +4,417 +3%
EA
41
Ecofin Advisors
United Kingdom
$4.32M -$2.24M -94,975 -35%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$4.28M -$3.97M -168,039 -49%
EAM
43
Erste Asset Management
Austria
$4.16M -$354K -15,012 -8%
CS
44
Credit Suisse
Switzerland
$4.14M -$593K -25,112 -13%
Jane Street
45
Jane Street
New York
$3.92M +$1.26M +53,204 +51%
OCAM
46
Onex Canada Asset Management
Ontario, Canada
$3.67M -$26.4K -1,117 -0.7%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$3.64M -$3.4K -144 -0.1%
WPEP
48
Walnut Private Equity Partners
Nebraska
$3.44M
AII
49
AGF Investments Inc
Ontario, Canada
$3.44M -$670K -28,402 -17%
Select Equity Group
50
Select Equity Group
New York
$3.32M +$3.16M +133,721 New

BEP Hedge Fund Activity: Q4 2019 in Review

169 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q4 2019, worth a combined $4.58B — up 19% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BEP positions and 9 closed out — a net gain of 16 holders — while 48 added to existing stakes and 60 trimmed.

The largest buyer was Fidelity International, adding an estimated $247M. The largest seller was Royal Bank of Canada, cutting an estimated $85.5M.

  • 169 institutional investors held Brookfield Renewable (BEP) as of Q4 2019, up from 155 in Q3 2019.
  • Funds reported $4.58B of Brookfield Renewable stock for Q4 2019, up 19% quarter-over-quarter.
  • 25 funds opened new Brookfield Renewable positions in Q4 2019 and 9 closed out, a net change of +16 holders.
  • The largest Brookfield Renewable buyer in Q4 2019 was Fidelity International, an estimated $247M added.
  • The largest Brookfield Renewable seller in Q4 2019 was Royal Bank of Canada, an estimated $85.5M sold.

Based on aggregated 13F filings for Q4 2019.