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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
HighTower Advisors
76
HighTower Advisors
Illinois
$236K +$232K +12,854 New
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$217K -$3.76K -208 -2%
DHFB
78
Dixon Hubard Feinour & Brown
Virginia
$209K +$203K +11,259 New
HTHT
79
Hemenway Trust Hemenway Trust
New Hampshire
$202K +$197K +10,884 New
SWP
80
Stratos Wealth Partners
Ohio
$105K +$102K +5,630 New
KPCM
81
Kings Point Capital Management
New York
$87K +$84.7K +4,691 New
CS
82
Credential Securities
$80.5K -$12.3K -679 -14%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$56K +$54.1K +2,993 New
AG
84
Advisor Group
Arizona
$54K +$6.45K +357 +14%
EA
85
Edge Advisors
Georgia
$41K
CWM
86
Catamount Wealth Management
Connecticut
$38K
JP Morgan Chase
87
JP Morgan Chase
New York
$35K -$74.2K -4,107 -69%
MA
88
MUFG Americas
New York
$35K
RFC
89
Regions Financial Corp
Alabama
$34K +$33.1K +1,830 New
SWM
90
SeaCrest Wealth Management
New York
$32K +$30.9K +1,708 New
TRCT
91
Tower Research Capital (TRC)
New York
$29K +$22.3K +1,235 New
FWM
92
Focused Wealth Management
New York
$24K
US Bancorp
93
US Bancorp
Minnesota
$23K
TCA
94
Tortoise Capital Advisors
Kansas
$20K
IA
95
IFP Advisors
Florida
$20K +$8.29K +459 +73%
RE
96
RBC Europe
United Kingdom
$12.7K +$12.4K +685 New
CMO
97
Covenant Multifamily Offices
Texas
$11K +$10.5K +582 New
CTC
98
Central Trust Company
Missouri
$7K
IWM
99
IHT Wealth Management
Illinois
$7K +$6.77K +375 New
WWMSC
100
Wagner Wealth Management (South Carolina)
South Carolina
$7K +$6.77K +375 New

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.