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Brookfield Renewable

318 hedge funds and large institutions have $7.73B invested in Brookfield Renewable in 2020 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 101 increasing their positions, 123 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 30

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

114% more call options, than puts

Call options by funds: $6.56M | Put options by funds: $3.06M

56% more capital invested

Capital invested by funds: $4.95B → $7.73B (+$2.79B)

16% more funds holding

Funds holding: 275318 (+43)

18% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 123

39.6% less ownership

Funds ownership: 116.32%76.72% (-40%)

Holders
318
Holders Change
+43
Holders Change %
+15.64%
% of All Funds
5.63%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
73
Increased
101
Reduced
123
Closed
30
Calls
$6.56M
Puts
$3.06M
Net Calls
+$3.5M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$3.49B -$336M -6,994,875 -10%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$636M +$499M +10,380,557 +1,978%
Fidelity International
3
Fidelity International
Bermuda
$522M -$175M -3,647,505 -29%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$364M +$48M +998,387 +26%
BlackRock
5
BlackRock
New York
$321M +$29M +602,796 +12%
CIA
6
ClearBridge Investments (Australia)
Australia
$191M -$57.1M -1,187,028 -27%
Renaissance Technologies
7
Renaissance Technologies
New York
$189M -$39.7M -826,655 -20%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$148M -$231K -4,805 -0.2%
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$109M +$48.6M +1,010,434 +66%
State Street
10
State Street
Massachusetts
$100M +$1.03M +21,345 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$81.1M +$7.93M +164,960 +13%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$65.7M -$179K -3,727 -0.3%
Norges Bank
13
Norges Bank
Norway
$57.2M -$557K -11,587 -1%
Northern Trust
14
Northern Trust
Illinois
$57M -$1.98M -41,079 -4%
KACA
15
Kayne Anderson Capital Advisors
California
$56.8M -$11M -228,500 -19%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$54.4M +$12.3M +255,699 +38%
Principal Financial Group
17
Principal Financial Group
Iowa
$52.3M -$2.15M -44,703 -5%
Goldman Sachs
18
Goldman Sachs
New York
$40M -$11.9M -247,839 -27%
N
19
Nuveen
North Carolina
$38.8M -$2.2M -45,768 -6%
JP Morgan Chase
20
JP Morgan Chase
New York
$37.6M +$18.1M +377,201 +141%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$33.9M +$94.5K +1,965 +0.3%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$33.7M -$11M -229,409 -29%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$33.4M +$13.2M +273,603 +91%
SAM
24
Storebrand Asset Management
Norway
$33.2M +$19.3M +401,308 +238%
AACA
25
American Assets Capital Advisers
California
$32.3M +$20.4M +424,041 +325%

BEPC Hedge Fund Activity: Q4 2020 in Review

318 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEPC) for Q4 2020, worth a combined $7.73B — up 56% from $4.95B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BEPC positions and 30 closed out — a net gain of 43 holders — while 101 added to existing stakes and 123 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $499M. The largest seller was Brookfield Corp, cutting an estimated $336M.

  • 318 institutional investors held Brookfield Renewable (BEPC) as of Q4 2020, up from 275 in Q3 2020.
  • Funds reported $7.73B of Brookfield Renewable stock for Q4 2020, up 56% quarter-over-quarter.
  • 73 funds opened new Brookfield Renewable positions in Q4 2020 and 30 closed out, a net change of +43 holders.
  • The largest Brookfield Renewable buyer in Q4 2020 was Fidelity Investments, an estimated $499M added.
  • The largest Brookfield Renewable seller in Q4 2020 was Brookfield Corp, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2020.