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Brookfield Renewable

53 hedge funds and large institutions have $890M invested in Brookfield Renewable in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.45% less ownership

Funds ownership: 48.2%47.75% (-0.45%)

3% less capital invested

Capital invested by funds: $915M → $890M (-$24.5M)

2% less funds holding

Funds holding: 5453 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change

BEP Hedge Fund Activity: Q4 2013 in Review

53 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q4 2013, worth a combined $890M — down 2.7% from $915M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BEP and 5 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 10 added.

The largest buyer was CIBC Asset Management, opening a new position worth an estimated $35M. The largest seller was Bank of Montreal, cutting an estimated $14.1M.

  • 53 institutional investors held Brookfield Renewable (BEP) as of Q4 2013, down from 54 in Q3 2013.
  • Funds reported $890M of Brookfield Renewable stock for Q4 2013, down 2.7% quarter-over-quarter.
  • 5 funds opened new Brookfield Renewable positions in Q4 2013 and 6 closed out, a net change of -1 holder.
  • The largest Brookfield Renewable buyer in Q4 2013 was CIBC Asset Management, an estimated $35M added.
  • The largest Brookfield Renewable seller in Q4 2013 was Bank of Montreal, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2013.