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Brookfield Renewable

169 hedge funds and large institutions have $4.58B invested in Brookfield Renewable in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

19% more capital invested

Capital invested by funds: $3.86B → $4.58B (+$722M)

9% more funds holding

Funds holding: 155169 (+14)

3.62% more ownership

Funds ownership: 99.43%103.05% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

20% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 60

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.3M

Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
48
Reduced
60
Closed
9
Calls
Puts
$1.3M
Net Calls
-$1.3M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$2.61B
Fidelity International
2
Fidelity International
Bermuda
$367M +$247M +10,462,244 +240%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$257M -$85.5M -3,622,589 -26%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$227M +$2.24M +94,926 +1%
Principal Financial Group
5
Principal Financial Group
Iowa
$113M -$4.2M -178,125 -4%
Toronto Dominion Bank
6
Toronto Dominion Bank
Ontario, Canada
$101M +$2.74M +116,043 +3%
CIBC Asset Management
7
CIBC Asset Management
Ontario, Canada
$89.8M -$7.19M -304,507 -8%
SC
8
Scotia Capital
Ontario, Canada
$85.9M -$16.7M -709,539 -17%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$63.9M -$3.37M -142,804 -5%
TD Asset Management
10
TD Asset Management
Ontario, Canada
$60.5M +$8.56M +362,823 +17%
EAM
11
Eventide Asset Management
Massachusetts
$42.5M +$36.7M +1,554,305 +987%
KACA
12
Kayne Anderson Capital Advisors
California
$41.4M +$7.1M +300,991 +22%
GCC
13
Guardian Capital (Canada)
Ontario, Canada
$35.9M -$17.8M -755,746 -34%
LSAG
14
Lake Street Advisors Group
New Hampshire
$33.2M -$2.2M -93,026 -7%
First Manhattan
15
First Manhattan
New York
$25.2M -$614K -26,025 -2%
MBI
16
Montrusco Bolton Investments
Quebec, Canada
$25.2M -$14.2M -601,674 -37%
ClearBridge Investments
17
ClearBridge Investments
New York
$23.9M +$719K +30,476 +3%
APG Asset Management
18
APG Asset Management
Netherlands
$20.6M
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$20M +$1.86M +78,706 +11%
Goldman Sachs
20
Goldman Sachs
New York
$18.9M +$759K +32,180 +4%
BHC
21
Bowen Hanes & Co
Florida
$16.4M
Franklin Resources
22
Franklin Resources
California
$15.7M -$9.14M -387,476 -38%
Invesco
23
Invesco
Georgia
$15.6M -$1.54M -65,107 -9%
Public Sector Pension Investment Board (PSP Investments)
24
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.2M -$948K -40,157 -6%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14.6M +$10.6M +450,814 +322%

BEP Hedge Fund Activity: Q4 2019 in Review

169 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q4 2019, worth a combined $4.58B — up 19% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BEP positions and 9 closed out — a net gain of 16 holders — while 48 added to existing stakes and 60 trimmed.

The largest buyer was Fidelity International, adding an estimated $247M. The largest seller was Royal Bank of Canada, cutting an estimated $85.5M.

  • 169 institutional investors held Brookfield Renewable (BEP) as of Q4 2019, up from 155 in Q3 2019.
  • Funds reported $4.58B of Brookfield Renewable stock for Q4 2019, up 19% quarter-over-quarter.
  • 25 funds opened new Brookfield Renewable positions in Q4 2019 and 9 closed out, a net change of +16 holders.
  • The largest Brookfield Renewable buyer in Q4 2019 was Fidelity International, an estimated $247M added.
  • The largest Brookfield Renewable seller in Q4 2019 was Royal Bank of Canada, an estimated $85.5M sold.

Based on aggregated 13F filings for Q4 2019.