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Brookfield Renewable

155 hedge funds and large institutions have $3.86B invested in Brookfield Renewable in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

601% more call options, than puts

Call options by funds: $715K | Put options by funds: $102K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more capital invested

Capital invested by funds: $3.36B → $3.86B (+$503M)

12% more funds holding

Funds holding: 138155 (+17)

2% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 47

4.66% less ownership

Funds ownership: 104.09%99.43% (-4.7%)

Holders
155
Holders Change
+17
Holders Change %
+12.32%
% of All Funds
3.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
27
Increased
48
Reduced
47
Closed
10
Calls
$715K
Puts
$102K
Net Calls
+$613K
Net Calls Change
+$553K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$2.28B
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$302M -$31.6M -1,616,081 -10%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$196M +$12.4M +636,047 +8%
Principal Financial Group
4
Principal Financial Group
Iowa
$102M -$484K -24,730 -0.5%
Fidelity International
5
Fidelity International
Bermuda
$94.3M +$11M +562,046 +15%
SC
6
Scotia Capital
Ontario, Canada
$90.7M -$4.07M -207,957 -5%
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$85.4M -$87.4M -4,469,905 -53%
CIBC Asset Management
8
CIBC Asset Management
Ontario, Canada
$85.1M +$16.7M +853,082 +28%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$58.8M +$230K +11,777 +0.4%
GCC
10
Guardian Capital (Canada)
Ontario, Canada
$47.7M -$9.45M -483,210 -18%
TD Asset Management
11
TD Asset Management
Ontario, Canada
$45M -$54M -2,760,020 -57%
MBI
12
Montrusco Bolton Investments
Quebec, Canada
$36.8M -$26.1M -1,336,167 -45%
KACA
13
Kayne Anderson Capital Advisors
California
$29.5M +$5.49M +280,621 +26%
LSAG
14
Lake Street Advisors Group
New Hampshire
$29.5M -$35.1K -1,794 -0.1%
First Manhattan
15
First Manhattan
New York
$22.6M -$266K -13,605 -1%
Franklin Resources
16
Franklin Resources
California
$22.1M -$2.6M -133,170 -12%
ClearBridge Investments
17
ClearBridge Investments
New York
$20.2M -$2.63M -134,582 -13%
APG Asset Management
18
APG Asset Management
Netherlands
$18.6M
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$15.8M +$14.2M +728,121 New
Goldman Sachs
20
Goldman Sachs
New York
$15.8M +$2.03M +103,641 +17%
Invesco
21
Invesco
Georgia
$15M -$1.05M -53,576 -7%
BHC
22
Bowen Hanes & Co
Florida
$14.3M +$1.01M +51,501 +8%
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.1M +$929K +47,476 +8%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$13.3M +$1.8K +92 +0%
AACA
25
American Assets Capital Advisers
California
$11.7M -$7.82M -399,601 -43%