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Brookfield Renewable
BEP

71 hedge funds and large institutions have $1.18B invested in Brookfield Renewable in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

25% more funds holding

Funds holding: 57 → 71 (+14)

13% more capital invested

Capital invested by funds: $1.04B → $1.18B (+$137M)

5.9% more ownership

Funds ownership: 49.97% → 55.87% (+5.9%)

Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
28
Reduced
15
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$26.5M
2
Principal Financial Group
Principal Financial Group
Iowa
+$25.8M
3
Canada Life
Canada Life
Manitoba, Canada
+$21.2M
4
Bank of America
Bank of America
North Carolina
+$19.8M
5
N
Nuveen
North Carolina
+$9.03M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$11.4M
2
FPP
Findlay Park Partners
United Kingdom
-$6.26M
3
H
Hexavest
Quebec, Canada
-$2.98M
4
BKBG
BHF Kleinwort Benson Group
Belgium
-$1.96M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
51
National Planning Corporation
California
$248K +$31.5K +2,027 +15%
KeyBank National Association
52
KeyBank National Association
Ohio
$219K +$215K +13,858 New
AIM
53
Acuity Investment Management
Ontario, Canada
$160K +$158K +10,133 New
STC
54
SEI Trust Company
Pennsylvania
$132K +$130K +8,343 New
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$104K – – –
CS
56
Credential Securities
$97.7K -$5.85K -376 -6%
Ameriprise
57
Ameriprise
Minnesota
$60K – – –
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$56K +$40.8K +2,627 +280%
Creative Planning
59
Creative Planning
Kansas
$53K +$29K +1,864 +123%
Wells Fargo
60
Wells Fargo
California
$47K -$14.6K -937 -24%
Barclays
61
Barclays
United Kingdom
$29K +$29.2K +1,877 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$27K – – –
WTC
63
WhitTier Trust Company
Nevada
$24K – – –
FWM
64
Focused Wealth Management
New York
$18K – – –
SIA
65
SeaBridge Investment Advisors
New Jersey
$18K – – –
S
66
SignatureFD
Georgia
$11K – – –
BFEC
67
Benjamin F. Edwards & Company
Missouri
$10K – – –
CTC
68
Central Trust Company
Missouri
$6K – – –
CL
69
CFS LLC
Oklahoma
$6K – – –
WA
70
WFG Advisors
Texas
$6K – – –
US Bancorp
71
US Bancorp
Minnesota
$3K – – –
BKBG
72
BHF Kleinwort Benson Group
Belgium
– -$1.96M -125,836 -67%
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BEP Hedge Fund Activity: Q2 2014 in Review

71 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q2 2014, worth a combined $1.18B — up 13% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BEP positions and 0 closed out — a net gain of 14 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $26.5M. The largest seller was Bank of Montreal, cutting an estimated $11.4M.

  • 71 institutional investors held Brookfield Renewable (BEP) as of Q2 2014, up from 57 in Q1 2014.
  • Funds reported $1.18B of Brookfield Renewable stock for Q2 2014, up 13% quarter-over-quarter.
  • 14 funds opened new Brookfield Renewable positions in Q2 2014 and 0 closed out, a net change of +14 holders.
  • The largest Brookfield Renewable buyer in Q2 2014 was Royal Bank of Canada, an estimated $26.5M added.
  • The largest Brookfield Renewable seller in Q2 2014 was Bank of Montreal, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2014.