Brookfield Renewable
BEP
79 hedge funds and large institutions have $3.35B invested in Brookfield Renewable in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 12 closing their positions.
170% more capital invested
Capital invested by funds: $1.24B → $3.35B (+$2.11B)
104.84% more ownership
Funds ownership: 54.76% → 159.6% (+105%)
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
5% less funds holding
Funds holding: 83 → 79 (-4)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $550K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$2.24B |
| 2 |
Franklin Resources
San Mateo,
California
|
+$21.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.5M |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$3.16M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$2.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$27.7M |
| 2 |
ClearBridge Investments
New York
|
-$8.44M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$5.28M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$5.15M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$1.72M |
BEP Hedge Fund Activity: Q3 2015 in Review
79 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q3 2015, worth a combined $3.35B — up 170% from $1.24B a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BEP and 8 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 28 added.
The largest buyer was Brookfield Corp, opening a new position worth an estimated $2.24B. The largest seller was Canada Life, cutting an estimated $27.7M.
- 79 institutional investors held Brookfield Renewable (BEP) as of Q3 2015, down from 83 in Q2 2015.
- Funds reported $3.35B of Brookfield Renewable stock for Q3 2015, up 170% quarter-over-quarter.
- 8 funds opened new Brookfield Renewable positions in Q3 2015 and 12 closed out, a net change of -4 holders.
- The largest Brookfield Renewable buyer in Q3 2015 was Brookfield Corp, an estimated $2.24B added.
- The largest Brookfield Renewable seller in Q3 2015 was Canada Life, an estimated $27.7M sold.
Based on aggregated 13F filings for Q3 2015.