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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
CT
101
Clearstead Trust
Maine
$392K
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$389K -$71.3K -3,023 -16%
WT
103
Whittier Trust
California
$381K
Canada Life
104
Canada Life
Manitoba, Canada
$378K -$142 -6 -0%
BAM
105
Belpointe Asset Management
Nevada
$356K +$43.9K +1,859 +15%
B
106
Bellecapital
Switzerland
$342K -$82K -3,473 -20%
M
107
Mirova
France
$339K +$79.8K +3,383 +33%
FWIA
108
Fort Washington Investment Advisors
Ohio
$336K -$173K -7,318 -35%
HighTower Advisors
109
HighTower Advisors
Illinois
$320K -$23.5K -995 -7%
V
110
Veritable
Delaware
$289K
FBB
111
Fulton Breakefield Broenniman
Maryland
$278K +$264K +11,169 New
GC
112
Guggenheim Capital
Illinois
$266K -$5.52K -234 -2%
IIM
113
Intact Investment Management
Quebec, Canada
$264K -$5.63M -238,690 -97%
MIP
114
Marietta Investment Partners
Wisconsin
$256K -$35.4K -1,501 -13%
Bank of Nova Scotia
115
Bank of Nova Scotia
Ontario, Canada
$250K -$19.8K -840 -8%
CAG
116
Crestwood Advisors Group
Massachusetts
$235K -$26.7K -1,133 -11%
RHBC
117
R.H. Bluestein & Co
Michigan
$233K
SWP
118
Stratos Wealth Partners
Ohio
$224K -$70.8K -3,002 -25%
Ameriprise
119
Ameriprise
Minnesota
$222K +$211K +8,940 New
CAN
120
Cetera Advisor Networks
California
$221K -$66.4K -2,815 -24%
SC
121
Sepio Capital
Utah
$214K +$204K +8,632 New
CPIG
122
Chicago Partners Investment Group
Illinois
$206K +$198K +8,369 New
Creative Planning
123
Creative Planning
Kansas
$203K +$193K +8,183 New
US Bancorp
124
US Bancorp
Minnesota
$196K +$53.8K +2,281 +41%
Acadian Asset Management
125
Acadian Asset Management
Massachusetts
$190K -$2.86M -121,181 -94%

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.