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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
SFS
151
Sowell Financial Services
Arkansas
$23K +$22.1K +938 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$20K
Bessemer Group
153
Bessemer Group
New Jersey
$19K
SJIM
154
St. Johns Investment Management
Florida
$19K
AF
155
Advisornet Financial
Minnesota
$14K
GWM
156
Geneos Wealth Management
Colorado
$14K
NSIM
157
North Star Investment Management
Illinois
$14K
SIM
158
Sonora Investment Management
Arizona
$14K
IFAM
159
Institutional & Family Asset Management
Colorado
$9K -$3.12K -132 -26%
CTC
160
Central Trust Company
Missouri
$9K
AWM
161
Atticus Wealth Management
Florida
$9K +$8.85K +375 New
ASN
162
Advisory Services Network
Georgia
$9K +$8.94K +379 New
CIA
163
ClearBridge Investments (Australia)
Australia
$8K
CBT
164
Capital Bank & Trust
California
$8K +$7.53K +319 New
RE
165
RBC Europe
United Kingdom
$7.69K -$8.85K -375 -55%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$5K
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$5K
AA
168
Advisory Alpha
Michigan
$3.91K +$3.78K +160 New
RFA
169
Reilly Financial Advisors
California
$2K
Renaissance Technologies
170
Renaissance Technologies
New York
-$446K -20,593 Closed
Bank of New York Mellon
171
Bank of New York Mellon
New York
-$257K -11,869 Closed
GAM
172
Griffin Asset Management
New York
-$227K -10,501 Closed
MWNA
173
Marshall Wace North America
New York
-$146K -6,755 Closed
HS
174
Horan Securities
United States
-$45K -2,064 Closed
IA
175
IFP Advisors
Florida
-$38K -1,773 Closed

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.