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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
RIA
176
Realta Investment Advisors
Delaware
-$32K -1,501 Closed
GSWM
177
Golden State Wealth Management
California
-$12K -563 Closed
AIC
178
Ameritas Investment Company
Nebraska
-$6K -281 Closed
CMA
179
Cedar Mountain Advisors
Oregon
+$212 +9 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.