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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
NFG
126
Next Financial Group
Texas
$156K -$35.4K -1,501 -19%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$139K
JP Morgan Chase
128
JP Morgan Chase
New York
$119K -$105K -4,429 -48%
WTC
129
WhitTier Trust Company
Nevada
$93K
GT
130
Glenmede Trust
Pennsylvania
$93K +$88.6K +3,753 New
Deutsche Bank
131
Deutsche Bank
Germany
$85K -$486K -20,593 -86%
APA
132
American Portfolios Advisors
New York
$84.1K +$708 +30 +0.9%
HWA
133
Heritage Wealth Advisors
Virginia
$79.7K +$75.5K +3,200 +35,556%
CQS
134
Credential Qtrade Securities
$75.8K +$566 +24 +0.8%
OAM
135
Oppenheimer Asset Management
New York
$75K +$17.6K +745 +33%
KPW
136
Kore Private Wealth
New York
$70K +$66.4K +2,815 New
HNB
137
Huntington National Bank
Ohio
$69K
GI
138
Gradient Investments
Minnesota
$65K
LWA
139
Lenox Wealth Advisors
New York
$50K
HFS
140
HBC Financial Services
Washington
$47K
KPCM
141
Kings Point Capital Management
New York
$47K
TCWM
142
Total Clarity Wealth Management
Illinois
$47K +$44.3K +1,877 New
1832 Asset Management
143
1832 Asset Management
Ontario, Canada
$34K -$5.1K -216 -14%
SPIA
144
Steward Partners Investment Advisory
New York
$29K -$8.45K -358 -23%
VNA
145
Valley National Advisers
Pennsylvania
$29K
FWM
146
Focused Wealth Management
New York
$28K
MIM
147
Macroview Investment Management
Maryland
$27K +$25.3K +1,070 New
FHA
148
Flagship Harbor Advisors
Massachusetts
$24K
JFA
149
JNBA Financial Advisors
Minnesota
$23K
KWM
150
Keebeck Wealth Management
Illinois
$23K +$22.1K +938 New

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.