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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
GCAC
51
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.23M +$75.3K +3,190 +3%
Citadel Advisors
52
Citadel Advisors
Florida
$3.2M +$2.63M +111,365 +626%
HIM
53
Hillsdale Investment Management
Ontario, Canada
$2.79M -$263K -11,128 -9%
PFM
54
Premier Fund Managers
United Kingdom
$2.63M -$1.49M -63,332 -37%
NEI
55
Northwest & Ethical Investments
Ontario, Canada
$2.54M -$1.24M -52,677 -34%
Northern Trust
56
Northern Trust
Illinois
$2.41M -$26.6K -1,126 -1%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$2.38M +$209K +8,853 +10%
Rafferty Asset Management
58
Rafferty Asset Management
New York
$2.34M -$516K -21,858 -19%
CT
59
Coastline Trust
Rhode Island
$2.34M +$157K +6,661 +8%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$2.17M +$554K +23,473 +37%
CA
61
Cetera Advisors
Colorado
$2.13M -$222K -9,420 -10%
EP
62
EPIQ Partners
Minnesota
$1.85M +$1.76M +74,450 New
SIC
63
SFE Investment Counsel
California
$1.8M -$57.3K -2,430 -3%
UBS Group
64
UBS Group
Switzerland
$1.74M -$88K -3,727 -5%
Citigroup
65
Citigroup
New York
$1.72M +$15.3K +647 +0.9%
DWM
66
Dorchester Wealth Management
Quebec, Canada
$1.68M -$519K -21,983 -24%
DZ Bank
67
DZ Bank
Germany
$1.39M +$1.33M +56,295 New
Wells Fargo
68
Wells Fargo
California
$1.39M +$177K +7,515 +16%
SAM
69
Securian Asset Management
Minnesota
$1.37M -$748K -31,713 -37%
TIM
70
Triad Investment Management
California
$1.29M +$81.3K +3,444 +7%
Stifel Financial
71
Stifel Financial
Missouri
$1.09M +$118K +4,987 +13%
Allianz Asset Management
72
Allianz Asset Management
Germany
$1.07M +$1.01M +42,602 New
AWM
73
AE Wealth Management
Kansas
$1.02M +$144K +6,121 +17%
RJA
74
Raymond James & Associates
Florida
$999K +$76.3K +3,234 +9%
TFA
75
Teamwork Financial Advisors
Texas
$960K +$911K +38,613 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.