We are live on ! Find out more
BEP icon

Brookfield Renewable

105 hedge funds and large institutions have $3.72B invested in Brookfield Renewable in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more capital invested

Capital invested by funds: $1.3B → $3.72B (+$2.42B)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

59.86% more ownership

Funds ownership: 43.57%103.44% (+60%)

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

7% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $13.6M

5% less funds holding

Funds holding: 111105 (-6)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
37
Reduced
29
Closed
17
Calls
$14.5M
Puts
$13.6M
Net Calls
+$896K
Net Calls Change
+$885K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$1.68B +$1.72B +105,213,373 New
ClearBridge Investments
2
ClearBridge Investments
New York
$811M -$384K -23,432 -0.5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$260M +$913K +55,758 +0.3%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$140M +$3.31M +201,934 +2%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$93.2M -$4.04M -246,634 -4%
SC
6
Scotia Capital
Ontario, Canada
$82.8M +$1.56M +95,435 +2%
Principal Financial Group
7
Principal Financial Group
Iowa
$77.2M +$516K +31,508 +0.7%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$57.8M +$9.62M +587,485 +19%
GCC
9
Guardian Capital (Canada)
Ontario, Canada
$54.5M -$265K -16,207 -0.5%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$49.3M +$6.1M +372,950 +14%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$46.2M -$281K -17,182 -0.6%
MBI
12
Montrusco Bolton Investments
Quebec, Canada
$39.6M +$3.51M +214,287 +9%
Fidelity International
13
Fidelity International
Bermuda
$32.8M +$33.5M +2,047,449 New
APG Asset Management
14
APG Asset Management
Netherlands
$25.8M +$6.78M +414,389 +28%
Franklin Resources
15
Franklin Resources
California
$23.5M -$1M -61,268 -4%
AACA
16
American Assets Capital Advisers
California
$19.8M -$5.58K -341 -0%
First Manhattan
17
First Manhattan
New York
$18.3M -$133K -8,110 -0.7%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$16.8M -$67.4K -4,118 -0.4%
LSAG
19
Lake Street Advisors Group
New Hampshire
$15M +$12.1M +737,929 +366%
Deutsche Bank
20
Deutsche Bank
Germany
$14.6M +$6.76M +413,168 +83%
Invesco
21
Invesco
Georgia
$11M -$988K -60,373 -8%
BHC
22
Bowen Hanes & Co
Florida
$9.72M +$1.53M +93,202 +18%
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.33M -$3.69M -225,368 -28%
GXMC
24
Global X Management Company
New York
$9.29M -$329K -20,081 -3%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.28M -$434K -26,539 -4%

BEP Hedge Fund Activity: Q2 2018 in Review

105 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q2 2018, worth a combined $3.72B — up 186% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BEP and 12 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 37 added.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $1.72B. The largest seller was Fidelity Investments, exiting entirely with an estimated $34.7M sold.

  • 105 institutional investors held Brookfield Renewable (BEP) as of Q2 2018, down from 111 in Q1 2018.
  • Funds reported $3.72B of Brookfield Renewable stock for Q2 2018, up 186% quarter-over-quarter.
  • 12 funds opened new Brookfield Renewable positions in Q2 2018 and 17 closed out, a net change of -5 holders.
  • The largest Brookfield Renewable buyer in Q2 2018 was Brookfield Corp, an estimated $1.72B added.
  • The largest Brookfield Renewable seller in Q2 2018 was Fidelity Investments, an estimated $34.7M sold.

Based on aggregated 13F filings for Q2 2018.