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Brookfield Renewable

103 hedge funds and large institutions have $3.41B invested in Brookfield Renewable in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

864% more call options, than puts

Call options by funds: $434K | Put options by funds: $45K

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

144% more capital invested

Capital invested by funds: $1.4B → $3.41B (+$2.01B)

54.82% more ownership

Funds ownership: 47.02%101.84% (+55%)

26% more funds holding

Funds holding: 82103 (+21)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

Holders
103
Holders Change
+21
Holders Change %
+25.61%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
30
Reduced
32
Closed
4
Calls
$434K
Puts
$45K
Net Calls
+$389K
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$1.96B +$1.9B +105,213,373 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$338M -$34.4M -1,901,658 -9%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$149M -$49.1K -2,719 -0%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$115M -$3.45M -190,926 -3%
ClearBridge Investments
5
ClearBridge Investments
New York
$94.7M -$3.85M -213,218 -4%
SC
6
Scotia Capital
Ontario, Canada
$89.7M +$3.92M +216,871 +5%
Principal Financial Group
7
Principal Financial Group
Iowa
$87.1M +$2.23M +123,586 +3%
GCC
8
Guardian Capital (Canada)
Ontario, Canada
$66M -$7.81M -432,428 -11%
CIBC Asset Management
9
CIBC Asset Management
Ontario, Canada
$60.4M +$36.5M +2,021,212 +166%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$48.9M +$1.18M +65,490 +3%
Toronto Dominion Bank
11
Toronto Dominion Bank
Ontario, Canada
$44.5M -$4.88M -270,239 -10%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$36.5M +$8.21M +454,736 +30%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.6M -$2.66M -147,217 -7%
Franklin Resources
14
Franklin Resources
California
$29.8M -$1.49M -82,418 -5%
First Manhattan
15
First Manhattan
New York
$21.9M +$1.81M +100,111 +9%
Public Sector Pension Investment Board (PSP Investments)
16
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$20.6M -$3.1M -171,512 -13%
AACA
17
American Assets Capital Advisers
California
$20.4M +$8.32M +460,460 +73%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$20.2M -$4.59M -254,267 -19%
Invesco
19
Invesco
Georgia
$18.1M +$6.44M +356,552 +58%
APG Asset Management
20
APG Asset Management
Netherlands
$12.5M +$14.5M +804,450 New
GXMC
21
Global X Management Company
New York
$12.1M +$708K +39,221 +6%
Mackenzie Financial
22
Mackenzie Financial
Ontario, Canada
$12M -$7.23M -400,372 -38%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7M +$657K +36,372 +6%
KACA
24
Kayne Anderson Capital Advisors
California
$9.7M +$8.67M +479,968 +1,152%
BHC
25
Bowen Hanes & Co
Florida
$9.54M

BEP Hedge Fund Activity: Q4 2017 in Review

103 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q4 2017, worth a combined $3.41B — up 144% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BEP positions and 4 closed out — a net gain of 21 holders — while 30 added to existing stakes and 32 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $1.9B. The largest seller was Royal Bank of Canada, cutting an estimated $34.4M.

  • 103 institutional investors held Brookfield Renewable (BEP) as of Q4 2017, up from 82 in Q3 2017.
  • Funds reported $3.41B of Brookfield Renewable stock for Q4 2017, up 144% quarter-over-quarter.
  • 25 funds opened new Brookfield Renewable positions in Q4 2017 and 4 closed out, a net change of +21 holders.
  • The largest Brookfield Renewable buyer in Q4 2017 was Brookfield Corp, an estimated $1.9B added.
  • The largest Brookfield Renewable seller in Q4 2017 was Royal Bank of Canada, an estimated $34.4M sold.

Based on aggregated 13F filings for Q4 2017.