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Brookfield Renewable

105 hedge funds and large institutions have $3.72B invested in Brookfield Renewable in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more capital invested

Capital invested by funds: $1.3B → $3.72B (+$2.42B)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

59.86% more ownership

Funds ownership: 43.57%103.44% (+60%)

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

7% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $13.6M

5% less funds holding

Funds holding: 111105 (-6)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
37
Reduced
29
Closed
17
Calls
$14.5M
Puts
$13.6M
Net Calls
+$896K
Net Calls Change
+$885K
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$250K
LPL Financial
77
LPL Financial
California
$226K +$231K +14,109 New
HighTower Advisors
78
HighTower Advisors
Illinois
$205K +$5.04K +308 +2%
PC
79
Port Capital
Illinois
$204K -$370K -22,582 -64%
JP Morgan Chase
80
JP Morgan Chase
New York
$153K +$61.4K +3,753 +65%
FHA
81
Flagship Harbor Advisors
Massachusetts
$127K +$130K +7,941 New
B
82
Bridgeworth
Alabama
$108K +$111K +6,755 New
KPCM
83
Kings Point Capital Management
New York
$75K
US Bancorp
84
US Bancorp
Minnesota
$74K
CS
85
Credential Securities
$55.5K -$7.09K -433 -11%
DWM
86
Destination Wealth Management
California
$42K -$6.84K -418 -14%
EA
87
Edge Advisors
Georgia
$36K
CWM
88
Catamount Wealth Management
Connecticut
$34K
MA
89
MUFG Americas
New York
$30K
KJWM
90
Kiley Juergens Wealth Management
Washington
$30K +$30.7K +1,877 New
RFC
91
Regions Financial Corp
Alabama
$29K
SWM
92
SeaCrest Wealth Management
New York
$24K +$1.52K +93 +6%
FWM
93
Focused Wealth Management
New York
$21K
TCA
94
Tortoise Capital Advisors
Kansas
$17K
JFA
95
JNBA Financial Advisors
Minnesota
$15K +$15.4K +938 New
HIM
96
Hillsdale Investment Management
Ontario, Canada
$11K +$4.29K +262 +61%
RE
97
RBC Europe
United Kingdom
$11K
AF
98
Advisornet Financial
Minnesota
$9K
IA
99
IFP Advisors
Florida
$7K -$11K -670 -62%
CTC
100
Central Trust Company
Missouri
$6K

BEP Hedge Fund Activity: Q2 2018 in Review

105 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q2 2018, worth a combined $3.72B — up 186% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BEP and 12 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 37 added.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $1.72B. The largest seller was Fidelity Investments, exiting entirely with an estimated $34.7M sold.

  • 105 institutional investors held Brookfield Renewable (BEP) as of Q2 2018, down from 111 in Q1 2018.
  • Funds reported $3.72B of Brookfield Renewable stock for Q2 2018, up 186% quarter-over-quarter.
  • 12 funds opened new Brookfield Renewable positions in Q2 2018 and 17 closed out, a net change of -5 holders.
  • The largest Brookfield Renewable buyer in Q2 2018 was Brookfield Corp, an estimated $1.72B added.
  • The largest Brookfield Renewable seller in Q2 2018 was Fidelity Investments, an estimated $34.7M sold.

Based on aggregated 13F filings for Q2 2018.