Brookfield Renewable
83 hedge funds and large institutions have $1.24B invested in Brookfield Renewable in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
4% more funds holding
Funds holding: 80 → 83 (+3)
7% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 27
51.39% less ownership
Funds ownership: 106.15% → 54.76% (-51%)
52% less capital invested
Capital invested by funds: $2.56B → $1.24B (-$1.32B)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $297K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$30M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$20.7M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$8.82M |
| 4 |
BONST
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
+$4.99M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$1.26B |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$19.2M |
| 3 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$18.9M |
| 4 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
-$8.02M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$5.41M |
BEP Hedge Fund Activity: Q2 2015 in Review
83 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q2 2015, worth a combined $1.24B — down 52% from $2.56B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BEP positions and 8 closed out — a net gain of 4 holders — while 25 added to existing stakes and 27 trimmed.
The largest buyer was Franklin Resources, adding an estimated $30M. The largest seller was Brookfield Corp, exiting entirely with an estimated $1.26B sold.
- 83 institutional investors held Brookfield Renewable (BEP) as of Q2 2015, up from 80 in Q1 2015.
- Funds reported $1.24B of Brookfield Renewable stock for Q2 2015, down 52% quarter-over-quarter.
- 12 funds opened new Brookfield Renewable positions in Q2 2015 and 8 closed out, a net change of +4 holders.
- The largest Brookfield Renewable buyer in Q2 2015 was Franklin Resources, an estimated $30M added.
- The largest Brookfield Renewable seller in Q2 2015 was Brookfield Corp, an estimated $1.26B sold.
Based on aggregated 13F filings for Q2 2015.