Brookfield Renewable
186 hedge funds and large institutions have $4.37B invested in Brookfield Renewable in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 19 closing their positions.
105% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 19
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
10% more funds holding
Funds holding: 169 → 186 (+17)
6.01% more ownership
Funds ownership: 103.05% → 109.05% (+6%)
5% less capital invested
Capital invested by funds: $4.58B → $4.37B (-$209M)
9% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 57
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$116M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$57.6M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$54.6M |
| 4 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$41M |
| 5 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
+$37.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$57.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$37.5M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$24.8M |
| 4 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$11.8M |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$10.9M |
BEP Hedge Fund Activity: Q1 2020 in Review
186 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q1 2020, worth a combined $4.37B — down 4.6% from $4.58B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new BEP positions and 19 closed out — a net gain of 20 holders — while 52 added to existing stakes and 57 trimmed.
The largest buyer was Fidelity International, adding an estimated $116M. The largest seller was Toronto Dominion Bank, cutting an estimated $57.2M.
- 186 institutional investors held Brookfield Renewable (BEP) as of Q1 2020, up from 169 in Q4 2019.
- Funds reported $4.37B of Brookfield Renewable stock for Q1 2020, down 4.6% quarter-over-quarter.
- 39 funds opened new Brookfield Renewable positions in Q1 2020 and 19 closed out, a net change of +20 holders.
- The largest Brookfield Renewable buyer in Q1 2020 was Fidelity International, an estimated $116M added.
- The largest Brookfield Renewable seller in Q1 2020 was Toronto Dominion Bank, an estimated $57.2M sold.
Based on aggregated 13F filings for Q1 2020.