Brookfield Renewable
112 hedge funds and large institutions have $3.04B invested in Brookfield Renewable in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
41% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 29
9% more funds holding
Funds holding: 103 → 112 (+9)
0% more call options, than puts
Call options by funds: $4.67M | Put options by funds: $4.66M
0.06% more ownership
Funds ownership: 101.84% → 101.9% (+0.06%)
11% less capital invested
Capital invested by funds: $3.41B → $3.04B (-$370M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$38.7M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$12.7M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$11.3M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$10.9M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$8.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$34M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$28.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.2M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$8.9M |
| 5 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$5.61M |
BEP Hedge Fund Activity: Q1 2018 in Review
112 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q1 2018, worth a combined $3.04B — down 11% from $3.41B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BEP positions and 9 closed out — a net gain of 9 holders — while 41 added to existing stakes and 29 trimmed.
The largest buyer was Montrusco Bolton Investments, opening a new position worth an estimated $38.7M. The largest seller was Royal Bank of Canada, cutting an estimated $34M.
- 112 institutional investors held Brookfield Renewable (BEP) as of Q1 2018, up from 103 in Q4 2017.
- Funds reported $3.04B of Brookfield Renewable stock for Q1 2018, down 11% quarter-over-quarter.
- 18 funds opened new Brookfield Renewable positions in Q1 2018 and 9 closed out, a net change of +9 holders.
- The largest Brookfield Renewable buyer in Q1 2018 was Montrusco Bolton Investments, an estimated $38.7M added.
- The largest Brookfield Renewable seller in Q1 2018 was Royal Bank of Canada, an estimated $34M sold.
Based on aggregated 13F filings for Q1 2018.