BROOKFIELD RENEWABLE PARTNER BEP
PARTNERSHIP UNIT · Ltd Part · CUSIP G16258108 · ISIN BMG162581083
- SectorUtilities
- IndustryElectric Services
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($56.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.15. Options: 10 managers hold calls ($18.7m notional), 7 hold puts ($9.5m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 232 |
| Q4 2022 | 229 |
| Q1 2023 | 242 |
| Q2 2023 | 220 |
| Q3 2023 | 211 |
| Q4 2023 | 217 |
| Q1 2024 | 210 |
| Q2 2024 | 216 |
| Q3 2024 | 220 |
| Q4 2024 | 222 |
| Q1 2025 | 215 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 66 | 102 |
| Q3 2023 | 85 | 90 |
| Q4 2023 | 83 | 87 |
| Q1 2024 | 85 | 96 |
| Q2 2024 | 86 | 82 |
| Q3 2024 | 91 | 71 |
| Q4 2024 | 86 | 75 |
| Q1 2025 | 86 | 91 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $5.2m | $5.5m | 1.06 |
| Q3 2024 | $6.8m | $6.3m | 0.92 |
| Q4 2024 | $12.6m | $8.4m | 0.67 |
| Q1 2025 | $18.7m | $9.5m | 0.51 |
Biggest buyers
| Brookfield Corp /ON/ | Added | +74.3m |
| MORGAN STANLEY | Added | +1.4m |
| SCS Capital Management LLC | New | +719.3k |
| TD Asset Management Inc | Added | +689.2k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +492.2k |
| Beutel, Goodman & Co Ltd. | Added | +397.9k |
| ROYAL BANK OF CANADA | Added | +374.1k |
| NATIONAL BANK OF CANADA /FI/ | Added | +360.7k |
| GOLDMAN SACHS GROUP INC | Added | +333.8k |
| NewGen Asset Management Ltd | New | +250.0k |
Biggest sellers
| 1832 Asset Management L.P. | Reduced | -3.5m |
| FMR LLC | Reduced | -2.5m |
| FIL Ltd | Reduced | -1.5m |
| CIBC Asset Management Inc | Reduced | -1.3m |
| Liontrust Investment Partners LLP | Sold out | -1.2m |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | -1.1m |
| BANK OF NOVA SCOTIA | Reduced | -748.5k |
| BANK OF AMERICA CORP /DE/ | Reduced | -613.5k |
| BANK OF MONTREAL /CAN/ | Reduced | -557.8k |
| Select Equity Group, L.P. | Sold out | -523.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.0m314.2k shares |
| CIBC WORLD MARKET INC. | New | $6.7m300.7k shares |
| CITADEL ADVISORS LLC | Added | $2.0m90.3k shares |
| SIMPLEX TRADING, LLC | Added | $1.0m46.8k shares |
| GROUP ONE TRADING LLC | Added | $693.6k31.3k shares |
| JANE STREET GROUP, LLC | New | $585.0k26.4k shares |
| WOLVERINE TRADING, LLC | Added | $349.3k15.7k shares |
| TORONTO DOMINION BANK | Added | $274.6k12.4k shares |
| MAI Capital Management | New | $88.6k4.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.7m211.3k shares |
| CITADEL ADVISORS LLC | Added | $2.8m125.4k shares |
| WOLVERINE TRADING, LLC | Added | $1.2m52.4k shares |
| SIMPLEX TRADING, LLC | Added | $698.0k31.5k shares |
| TORONTO DOMINION BANK | Reduced | $143.9k6.5k shares |
| GROUP ONE TRADING LLC | Reduced | $24.4k1.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
BROOKFIELD Corp /ON/
13D · may seek influence
-0.5 pts · filed 2026-07-23
Stated purposeItem 4 of the Schedule 13D is hereby supplemented as follows: On July 21, 2026, BEP, BEPC and Brookfield Renewable Partners Inc. ("BEP Inc.") entered into an arrangement agreement pursuant to which, among other things, the parties agreed to implement an arrangement (the "Transaction") to simplify BEP's and BEPC's corporate structure by converting BEP and BEPC into a single Canadian publicly traded corporate entity, BEP Inc. The Transaction will be implemented pursuant to a court-approved plan of arrangement under the Business Corporations Act (British Columbia), and completion of the Transaction is subject to a number of conditions, including obtaining the approval of the holders of L.P. Units (the "Unitholders") and approval by the British Columbia Supreme Court. If the Transaction is a… Full filing |
47.1% |
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| Brookfield Corp /ON/ 4.47% of their portfolio | 223.0m $4.9bn | Added +74.3m |
| ROYAL BANK OF CANADA 0.08% of their portfolio | 16.8m $373.2m | Added +374.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.10% of their portfolio | 8.3m $184.9m | Added +492.2k |
| FIL Ltd 0.17% of their portfolio | 8.3m $183.8m | Reduced -1.5m |
| CIBC Asset Management Inc 0.53% of their portfolio | 7.2m $158.8m | Reduced -1.3m |
| BANK OF MONTREAL /CAN/ 0.08% of their portfolio | 6.5m $144.0m | Reduced -557.8k |
| 1832 Asset Management L.P. 0.22% of their portfolio | 5.3m $117.6m | Reduced -3.5m |
| TD Asset Management Inc 0.06% of their portfolio | 3.0m $65.9m | Added +689.2k |
| CIBC WORLD MARKET INC. 0.15% of their portfolio | 2.9m $64.7m | Added +171.3k |
| SCOTIA CAPITAL INC. 0.32% of their portfolio | 2.7m $59.3m | Reduced -31.7k |
| CCLA Investment Management 1.04% of their portfolio | 2.7m $58.9m | Added +33.4k |
| MORGAN STANLEY 0.00% of their portfolio | 2.6m $56.9m | Added +1.4m |
| NATIONAL BANK OF CANADA /FI/ 0.06% of their portfolio | 2.5m $54.4m | Added +360.7k |
| TORONTO DOMINION BANK 0.11% of their portfolio | 2.0m $43.7m | Added +47.9k |
| FMR LLC 0.00% of their portfolio | 1.8m $40.1m | Reduced -2.5m |
| Invesco Ltd. 0.01% of their portfolio | 1.7m $37.8m | Added +204.2k |
| BANK OF NOVA SCOTIA 0.08% of their portfolio | 1.6m $35.2m | Reduced -748.5k |
| AGF MANAGEMENT LTD 0.18% of their portfolio | 1.6m $34.9m | Reduced -33.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.4m $31.6m | Reduced -189.1k |
| INTACT INVESTMENT MANAGEMENT INC. 0.71% of their portfolio | 938.8k $20.8m | Reduced -356.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 919.7k $20.4m | Added +333.8k |
| CIBC Private Wealth Group LLC 0.04% of their portfolio | 832.4k $16.8m | Reduced -6.3k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 811.9k $18.0m | Reduced -38.1k |
| TD Waterhouse Canada Inc. 0.14% of their portfolio | 788.9k $17.6m | Added +107.5k |
| BOWEN HANES & CO INC 0.48% of their portfolio | 780.7k $17.3m | Added +3.0k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 752.6k $16.7m | Reduced -152.7k |
| SCS Capital Management LLC 0.20% of their portfolio | 719.3k $15.9m | New |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 1.92% of their portfolio | 681.9k $15.1m | Reduced -4.9k |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 513.5k $11.4m | Added +175.0k |
| UBS Group AG 0.00% of their portfolio | 498.4k $11.0m | Reduced -344.8k |
| FIRST MANHATTAN CO. LLC. 0.03% of their portfolio | 482.0k $10.7m | Reduced -37.5k |
| Federation des caisses Desjardins du Quebec 0.05% of their portfolio | 463.7k $10.2m | Reduced -46.0k |
| Beutel, Goodman & Co Ltd. 0.05% of their portfolio | 399.0k $8.8m | Added +397.9k |
| Advisors Capital Management, LLC 0.14% of their portfolio | 393.8k $8.7m | Added +121.5k |
| DAVENPORT & Co LLC 0.05% of their portfolio | 370.5k $8.2m | Added +6.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 354.9k $7.9m | Reduced -1.1m |
| Rempart Asset Management Inc. 1.38% of their portfolio | 303.0k $6.7m | Reduced -8.1k |
| NewGen Asset Management Ltd 5.36% of their portfolio | 250.0k $5.5m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 237.7k $5.3m | Reduced -49.1k |
| CREDIT INDUSTRIEL ET COMMERCIAL 0.93% of their portfolio | 231.5k $5.1m | New |
| COMMERCE BANK 0.03% of their portfolio | 231.4k $5.1m | New |
| Sequoia Financial Advisors, LLC 0.04% of their portfolio | 209.3k $4.6m | Reduced -37.4k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 185.0k $4.1m | New |
| Groupe la Francaise 0.08% of their portfolio | 162.6k $4.0m | Added +28.1k |
| DAVIS-REA LTD. 0.91% of their portfolio | 153.8k $3.4m | New |
| BANK OF NOVA SCOTIA TRUST CO 0.35% of their portfolio | 149.2k $3.3m | Added +726 |
| MAI Capital Management 0.02% of their portfolio | 136.1k $3.0m | Added +40.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 135.9k $3.0m | Added +20.8k |
| WALNUT PRIVATE EQUITY PARTNERS, LLC 1.60% of their portfolio | 131.8k $2.9m | Unchanged |
| EPIQ PARTNERS, LLC 1.50% of their portfolio | 127.9k $2.8m | Added +22.7k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% of their portfolio | 120.5k $2.7m | Reduced -274.5k |
| NICOLA WEALTH MANAGEMENT LTD. 0.26% of their portfolio | 120.0k $2.7m | Reduced -15.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 116.8k $2.6m | Reduced -90.1k |
| Tacita Capital Inc 1.82% of their portfolio | 114.3k $2.5m | Reduced -262 |
| Northwest & Ethical Investments L.P. 0.06% of their portfolio | 107.4k $2.4m | Added +25.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 99.3k $2.2m | First filing |
| Gold Investment Management Ltd. 0.86% of their portfolio | 92.3k $2.0m | Added +11.4k |
| NEOS Investment Management LLC 0.04% of their portfolio | 84.6k $1.9m | Added +72.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 84.5k $1.9m | Reduced -613.5k |
| Fort Sheridan Advisors LLC 0.25% of their portfolio | 74.9k $1.7m | Reduced -398 |
| APG Asset Management N.V. 0.00% of their portfolio | 74.8k $1.5m | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 66.6k $1.5m | Added +18.1k |
| Edgemoor Investment Advisors, Inc. 0.13% of their portfolio | 66.1k $1.5m | Added +1.3k |
| Guardian Partners Inc. 0.14% of their portfolio | 65.0k $1.4m | Reduced -1.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 62.0k $1.4m | Reduced -7.9k |
| Arkadios Wealth Advisors 0.05% of their portfolio | 60.6k $1.3m | Added +8.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 56.6k $1.3m | Reduced -90.1k |
| PFG Investments, LLC 0.08% of their portfolio | 56.2k $1.2m | Reduced -4.9k |
| LPL Financial LLC 0.00% of their portfolio | 53.4k $1.2m | Reduced -4.1k |
| Clearbridge Investments, LLC 0.00% of their portfolio | 53.3k $1.2m | Reduced -22.1k |
| NEXPOINT ASSET MANAGEMENT, L.P. 0.11% of their portfolio | 53.1k $1.2m | Unchanged |
| SFE Investment Counsel 0.24% of their portfolio | 53.1k $1.2m | Added +2.2k |
| Texas Yale Capital Corp. 0.04% of their portfolio | 49.4k $1.1m | Added +15.5k |
| CITIGROUP INC 0.00% of their portfolio | 49.1k $1.1m | Reduced -68.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 47.5k $1.1m | Reduced -30.2k |
| Cetera Investment Advisers 0.00% of their portfolio | 46.1k $1.0m | Added +6.8k |
| BROWN ADVISORY INC 0.00% of their portfolio | 46.0k $1.0m | New |
| Northern Right Capital Management, L.P. 0.36% of their portfolio | 39.3k $870.0k | New |
| NATURAL INVESTMENTS, LLC 0.24% of their portfolio | 38.2k $846.0k | Reduced -12.2k |
| HB Wealth Management, LLC 0.01% of their portfolio | 38.0k $841.5k | Unchanged |
| Evelyn Partners Investment Management LLP 0.03% of their portfolio | 35.1k $777.6k | Reduced -940 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 34.9k $772.5k | Added +4.2k |
| WOLVERINE TRADING, LLC 0.02% of their portfolio | 33.9k $754.2k | Added +16.6k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 31.2k $691.7k | Reduced -63.0k |
| EVERETT HARRIS & CO /CA/ 0.01% of their portfolio | 30.3k $671.4k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 28.9k $641.0k | Added +2.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 28.9k $639.7k | Reduced -4.1k |
| Cardinal Point Capital Management ULC 0.04% of their portfolio | 27.3k $456.2k | New |
| Baldwin Investment Management, LLC 0.07% of their portfolio | 27.2k $603.5k | Reduced -1.6k |
| SOA Wealth Advisors, LLC. 0.01% of their portfolio | 26.3k $26.3k | New |
| Pathstone Holdings, LLC 0.00% of their portfolio | 26.2k $579.7k | Added +12.5k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 25.9k $574.0k | Added +3.7k |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 25.4k $562.3k | Added +1.2k |
| U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio | 24.6k $545.1k | Added +1.6k |
| Private Advisor Group, LLC 0.00% of their portfolio | 23.4k $519.1k | Added +7.4k |
| Adalta Capital Management LLC 0.27% of their portfolio | 23.2k $514.1k | Reduced -150 |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 23.0k $509.6k | Reduced -2.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 22.3k $493.2k | Added +6.5k |
| Sage Investment Counsel LLC 0.62% of their portfolio | 21.9k $485.9k | Added +500 |
| NATIXIS 0.00% of their portfolio | 21.4k $475.7k | Reduced -20.2k |