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Brookfield Renewable
BEP

186 hedge funds and large institutions have $4.37B invested in Brookfield Renewable in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

10% more funds holding

Funds holding: 169 → 186 (+17)

6.01% more ownership

Funds ownership: 103.05% → 109.05% (+6%)

5% less capital invested

Capital invested by funds: $4.58B → $4.37B (-$209M)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.06M

Holders
186
Holders Change
+17
Holders Change %
+10.06%
% of All Funds
4.1%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
39
Increased
52
Reduced
57
Closed
19
Calls
–
Puts
$1.06M
Net Calls
-$1.06M
Net Calls Change
+$234K

Top Buyers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
+$116M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$57.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$54.6M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$41M
5
LSAG
Lake Street Advisors Group
New Hampshire
+$37.3M

Top Sellers

Rank Fund Capital Flow
1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$57.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$37.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$24.8M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
-$11.8M
5
SC
Scotia Capital
Ontario, Canada
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
51
Jane Street
New York
$3.1M -$526K -20,774 -13%
AGM
52
Alpine Global Management
New York
$2.67M +$2.99M +117,921 New
EAM
53
Erste Asset Management
Austria
$2.62M -$1.23M -48,601 -29%
UBS Group
54
UBS Group
Switzerland
$2.49M +$1.02M +40,328 +58%
NEI
55
Northwest & Ethical Investments
Ontario, Canada
$2.21M -$98.9K -3,908 -4%
CT
56
Coastline Trust
Rhode Island
$2.19M +$60.8K +2,402 +3%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$2.16M +$195K +7,694 +9%
Northern Trust
58
Northern Trust
Illinois
$2.15M -$45.6K -1,803 -2%
PFM
59
Premier Fund Managers
United Kingdom
$2.14M -$238K -9,382 -9%
GCAC
60
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.13M -$14.3K -563 -0.6%
Rafferty Asset Management
61
Rafferty Asset Management
New York
$2.05M -$91.9K -3,629 -4%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$1.97M -$230K -9,097 -9%
Mackenzie Financial
63
Mackenzie Financial
Ontario, Canada
$1.81M -$7.93M -313,109 -79%
CA
64
Cetera Advisors
Colorado
$1.74M -$232K -9,149 -11%
EP
65
EPIQ Partners
Minnesota
$1.67M -$19K -750 -1%
DZ Bank
66
DZ Bank
Germany
$1.57M +$333K +13,136 +23%
SIC
67
SFE Investment Counsel
California
$1.56M -$89.8K -3,546 -5%
DWM
68
Dorchester Wealth Management
Quebec, Canada
$1.53M +$20.9K +826 +1%
VEA
69
Virtus ETF Advisers
New York
$1.51M +$1.69M +66,807 New
Citigroup
70
Citigroup
New York
$1.48M -$71.1K -2,809 -4%
NC
71
Nightview Capital
Texas
$1.45M +$1.62M +63,895 New
CS
72
Credit Suisse
Switzerland
$1.41M -$2.65M -104,661 -63%
CAC
73
Cowen and Company
New York
$1.39M +$1.09M +43,017 New
AWM
74
AE Wealth Management
Kansas
$1.37M +$484K +19,105 +46%
BI
75
Bramshill Investments
Florida
$1.36M +$804K +31,760 +112%
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BEP Hedge Fund Activity: Q1 2020 in Review

186 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q1 2020, worth a combined $4.37B — down 4.6% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BEP positions and 19 closed out — a net gain of 20 holders — while 52 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity International, adding an estimated $116M. The largest seller was Toronto Dominion Bank, cutting an estimated $57.2M.

  • 186 institutional investors held Brookfield Renewable (BEP) as of Q1 2020, up from 169 in Q4 2019.
  • Funds reported $4.37B of Brookfield Renewable stock for Q1 2020, down 4.6% quarter-over-quarter.
  • 39 funds opened new Brookfield Renewable positions in Q1 2020 and 19 closed out, a net change of +20 holders.
  • The largest Brookfield Renewable buyer in Q1 2020 was Fidelity International, an estimated $116M added.
  • The largest Brookfield Renewable seller in Q1 2020 was Toronto Dominion Bank, an estimated $57.2M sold.

Based on aggregated 13F filings for Q1 2020.