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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
SLA
76
Silver Lake Advisory
Utah
$935K
JFL
77
Jarislowsky, Fraser Ltd
Quebec, Canada
$868K +$370K +15,678 +81%
ACM
78
Adalta Capital Management
New York
$863K -$133K -5,630 -14%
WA
79
WealthTrust Axiom
Pennsylvania
$851K -$88.6K -3,753 -10%
BIM
80
Baldwin Investment Management
Pennsylvania
$850K
TC
81
Truvestments Capital
Florida
$786K +$53.6K +2,270 +8%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$739K +$92.3K +3,910 +15%
BI
83
Bramshill Investments
Florida
$708K -$260K -11,017 -28%
KJHP
84
K.J. Harrison & Partners
Ontario, Canada
$702K +$44.3K +1,876 +7%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$654K -$119K -5,057 -16%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$651K +$56.8K +2,407 +10%
P
87
&Partners
Tennessee
$618K
HAM
88
Highstreet Asset Management
Ontario, Canada
$590K +$255K +10,807 +83%
PAG
89
Private Advisor Group
New Jersey
$563K +$535K +22,672 New
EAM
90
Evanson Asset Management
California
$560K
LPL Financial
91
LPL Financial
California
$519K +$104K +4,427 +27%
FSA
92
Fort Sheridan Advisors
Illinois
$516K +$490K +20,775 New
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$490K +$50.9K +2,158 +12%
PP
94
Pacifica Partners
Canada
$489K +$465K +19,722 New
AG
95
Advisor Group
Arizona
$481K +$29.3K +1,242 +7%
CCM
96
Community Capital Management
Florida
$479K +$455K +19,283 New
KeyBank National Association
97
KeyBank National Association
Ohio
$420K -$2.29K -97 -0.6%
SL
98
Signition LP
New York
$410K -$558K -23,644 -59%
Vanguard Group
99
Vanguard Group
Pennsylvania
$410K +$57.6K +2,439 +17%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$396K +$101K +4,287 +36%

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.