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 ($59.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $27.23. Options: 12 managers hold calls ($20.5m notional), 11 hold puts ($9.1m).
Trends to Q2 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 |
| Q2 2025 | 223 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2025 | 83 | 79 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $6.8m | $6.3m | 0.92 |
| Q4 2024 | $12.6m | $8.4m | 0.67 |
| Q1 2025 | $18.7m | $9.5m | 0.51 |
| Q2 2025 | $20.5m | $9.1m | 0.44 |
Biggest buyers
| ROYAL BANK OF CANADA | Added | +17.8m |
| FIL Ltd | Added | +1.2m |
| Liontrust Investment Partners LLP | New | +947.9k |
| Connor, Clark & Lunn Investment Management Ltd. | Added | +629.9k |
| Rockefeller Capital Management L.P. | Added | +579.9k |
| PICTON MAHONEY ASSET MANAGEMENT | New | +547.4k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +368.7k |
| Alberta Investment Management Corp | New | +351.1k |
| UBS Group AG | Added | +298.2k |
| MORGAN STANLEY | Added | +275.8k |
Biggest sellers
| Brookfield Corp /ON/ | Reduced | -216.9m |
| 1832 Asset Management L.P. | Reduced | -2.9m |
| CIBC Asset Management Inc | Reduced | -2.4m |
| FMR LLC | Reduced | -899.5k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -317.3k |
| CCLA Investment Management | Reduced | -297.6k |
| BANK OF NOVA SCOTIA | Reduced | -277.5k |
| SCS Capital Management LLC | Reduced | -274.8k |
| Groupe la Francaise | Sold out | -162.6k |
| FIRST TRUST ADVISORS LP | Reduced | -136.1k |
Biggest calls
| PEAK6 LLC | New | $7.1m276.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.5m175.2k shares |
| CITADEL ADVISORS LLC | Added | $3.7m145.1k shares |
| JANE STREET GROUP, LLC | Added | $1.7m66.3k shares |
| SIG North Trading, ULC | New | $1.7m66.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $890.0k34.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $332.8k13.0k shares |
| TORONTO DOMINION BANK | Reduced | $295.9k11.6k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $255.1k100 shares |
| GROUP ONE TRADING LLC | Reduced | $71.4k2.8k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $3.1m119.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.6m103.4k shares |
| SIG North Trading, ULC | New | $1.1m42.4k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.0m41.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $568.0k22.3k shares |
| JANE STREET GROUP, LLC | New | $206.6k8.1k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $204.1k80 shares |
| TORONTO DOMINION BANK | Added | $191.3k7.5k shares |
| GROUP ONE TRADING LLC | Added | $58.7k2.3k shares |
| PEAK6 LLC | New | $51.0k2.0k 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 Q2 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 Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| ROYAL BANK OF CANADA 0.09% of their portfolio | 34.6m $882.5m | Added +17.8m |
| FIL Ltd 0.21% of their portfolio | 9.5m $241.5m | Added +1.2m |
| PRINCIPAL FINANCIAL GROUP INC 0.12% of their portfolio | 8.7m $222.3m | Added +368.7k |
| BANK OF MONTREAL /CAN/ 0.08% of their portfolio | 6.6m $167.1m | Added +48.8k |
| Brookfield Corp /ON/ 0.44% of their portfolio | 6.1m $359.6m | Reduced -216.9m |
| CIBC Asset Management Inc 0.38% of their portfolio | 4.8m $121.9m | Reduced -2.4m |
| CIBC WORLD MARKET INC. 0.17% of their portfolio | 3.0m $77.4m | Added +109.4k |
| TD Asset Management Inc 0.06% of their portfolio | 2.9m $73.5m | Reduced -87.3k |
| MORGAN STANLEY 0.00% of their portfolio | 2.8m $72.5m | Added +275.8k |
| SCOTIA CAPITAL INC. 0.32% of their portfolio | 2.7m $68.0m | Added +783 |
| NATIONAL BANK OF CANADA /FI/ 0.07% of their portfolio | 2.5m $63.0m | Added +22.3k |
| 1832 Asset Management L.P. 0.11% of their portfolio | 2.4m $61.9m | Reduced -2.9m |
| CCLA Investment Management 0.99% of their portfolio | 2.4m $60.3m | Reduced -297.6k |
| TORONTO DOMINION BANK 0.10% of their portfolio | 1.9m $47.8m | Reduced -100.8k |
| Invesco Ltd. 0.01% of their portfolio | 1.7m $43.2m | Reduced -14.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.5m $38.0m | Added +62.8k |
| AGF MANAGEMENT LTD 0.17% of their portfolio | 1.4m $36.9m | Reduced -126.4k |
| BANK OF NOVA SCOTIA 0.07% of their portfolio | 1.3m $33.5m | Reduced -277.5k |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 1.1m $27.9m | Added +579.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.0m $25.6m | Added +84.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.09% of their portfolio | 984.8k $25.1m | Added +629.9k |
| Liontrust Investment Partners LLP 0.35% of their portfolio | 947.9k $24.2m | New |
| FMR LLC 0.00% of their portfolio | 909.1k $23.2m | Reduced -899.5k |
| INTACT INVESTMENT MANAGEMENT INC. 0.73% of their portfolio | 842.7k $21.5m | Reduced -96.1k |
| CIBC Private Wealth Group LLC 0.04% of their portfolio | 815.1k $20.8m | Reduced -17.3k |
| TD Waterhouse Canada Inc. 0.15% of their portfolio | 803.5k $20.6m | Added +14.6k |
| UBS Group AG 0.00% of their portfolio | 796.6k $20.3m | Added +298.2k |
| BOWEN HANES & CO INC 0.50% of their portfolio | 780.7k $19.9m | Unchanged |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 1.87% of their portfolio | 663.5k $16.9m | Reduced -18.5k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 616.5k $15.7m | Reduced -136.1k |
| PICTON MAHONEY ASSET MANAGEMENT 0.20% of their portfolio | 547.4k $13.9m | New |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 494.6k $12.6m | Reduced -317.3k |
| NewGen Asset Management Ltd 4.14% of their portfolio | 483.8k $12.3m | Added +233.8k |
| COMMERCE BANK 0.07% of their portfolio | 468.6k $12.0m | Added +237.2k |
| Federation des caisses Desjardins du Quebec 0.05% of their portfolio | 451.0k $11.4m | Reduced -12.7k |
| SCS Capital Management LLC 0.13% of their portfolio | 444.5k $11.3m | Reduced -274.8k |
| Advisors Capital Management, LLC 0.14% of their portfolio | 400.4k $10.2m | Added +6.6k |
| Beutel, Goodman & Co Ltd. 0.05% of their portfolio | 372.3k $9.5m | Reduced -26.8k |
| DAVENPORT & Co LLC 0.05% of their portfolio | 364.0k $9.3m | Reduced -6.5k |
| FIRST MANHATTAN CO. LLC. 0.03% of their portfolio | 361.7k $9.2m | Reduced -120.3k |
| Alberta Investment Management Corp 0.07% of their portfolio | 351.1k $9.0m | New |
| Rempart Asset Management Inc. 1.45% of their portfolio | 295.7k $7.5m | Reduced -7.3k |
| CREDIT INDUSTRIEL ET COMMERCIAL 1.12% of their portfolio | 276.5k $7.1m | Added +45.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 235.6k $6.0m | Reduced -2.1k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 217.8k $5.6m | Added +32.8k |
| NINE MASTS CAPITAL Ltd 2.19% of their portfolio | 217.6k $5.6m | New |
| Sequoia Financial Advisors, LLC 0.04% of their portfolio | 206.2k $5.3m | Reduced -3.0k |
| BANK OF NOVA SCOTIA TRUST CO 0.45% of their portfolio | 177.9k $4.5m | Added +28.7k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 176.4k $4.5m | New |
| DAVIS-REA LTD. 0.97% of their portfolio | 153.4k $3.9m | Reduced -399 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 134.2k $3.4m | Reduced -1.7k |
| WALNUT PRIVATE EQUITY PARTNERS, LLC 1.96% of their portfolio | 131.8k $3.4m | Unchanged |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% of their portfolio | 129.2k $3.3m | Added +8.7k |
| EPIQ PARTNERS, LLC 1.62% of their portfolio | 124.3k $3.2m | Reduced -3.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 123.6k $3.2m | Added +67.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 120.0k $3.1m | Added +35.5k |
| Tacita Capital Inc 1.87% of their portfolio | 114.3k $2.9m | Unchanged |
| NICOLA WEALTH MANAGEMENT LTD. 0.26% of their portfolio | 110.0k $2.8m | Reduced -10.0k |
| Northwest & Ethical Investments L.P. 0.07% of their portfolio | 104.8k $2.7m | Reduced -2.6k |
| Gold Investment Management Ltd. 0.91% of their portfolio | 95.2k $2.4m | Added +2.8k |
| Tema ETFs LLC 0.56% of their portfolio | 83.1k $2.1m | New |
| NEOS Investment Management LLC 0.02% of their portfolio | 72.7k $1.9m | Reduced -11.9k |
| MAI Capital Management 0.01% of their portfolio | 72.0k $1.8m | Reduced -64.1k |
| Fort Sheridan Advisors LLC 0.25% of their portfolio | 69.1k $1.8m | Reduced -5.7k |
| HighTower Advisors, LLC 0.00% of their portfolio | 67.5k $1.7m | Added +901 |
| Guardian Partners Inc. 0.15% of their portfolio | 65.1k $1.7m | Added +118 |
| Northern Right Capital Management, L.P. 0.56% of their portfolio | 64.6k $1.6m | Added +25.4k |
| Edgemoor Investment Advisors, Inc. 0.14% of their portfolio | 64.4k $1.6m | Reduced -1.7k |
| Arkadios Wealth Advisors 0.05% of their portfolio | 59.6k $1.5m | Reduced -1.0k |
| SFE Investment Counsel 0.27% of their portfolio | 59.1k $1.5m | Added +6.0k |
| BROWN ADVISORY INC 0.00% of their portfolio | 58.4k $1.5m | Added +12.4k |
| Gunderson Capital Management LLC 0.61% of their portfolio | 57.4k $1.5m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 56.3k $1.4m | Reduced -5.6k |
| Clearbridge Investments, LLC 0.00% of their portfolio | 56.2k $1.4m | Added +2.9k |
| LPL Financial LLC 0.00% of their portfolio | 54.2k $1.4m | Added +773 |
| PFG Investments, LLC 0.08% of their portfolio | 51.5k $1.3m | Reduced -4.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 51.3k $1.3m | Reduced -47.9k |
| Cetera Investment Advisers 0.00% of their portfolio | 50.9k $1.3m | Added +4.8k |
| Texas Yale Capital Corp. 0.04% of their portfolio | 49.4k $1.3m | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 49.0k $1.2m | Reduced -64 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 48.0k $1.2m | Added +451 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 47.4k $1.2m | Added +18.5k |
| Sanctuary Advisors, LLC 0.01% of their portfolio | 40.2k $1.0m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 38.5k $982.2k | Added +3.6k |
| NATURAL INVESTMENTS, LLC 0.25% of their portfolio | 37.7k $960.0k | Reduced -518 |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 36.2k $924.5k | Added +5.0k |
| Evelyn Partners Investment Management LLP 0.03% of their portfolio | 33.9k $865.7k | Reduced -1.2k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 30.8k $786.0k | Added +1.9k |
| EVERETT HARRIS & CO /CA/ 0.01% of their portfolio | 30.3k $773.0k | Unchanged |
| U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio | 28.9k $736.0k | Added +4.2k |
| SOA Wealth Advisors, LLC. 0.01% of their portfolio | 28.3k $28.3k | Added +1.9k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 27.0k $687.9k | Added +807 |
| Cardinal Point Capital Management ULC 0.05% of their portfolio | 26.8k $682.9k | Reduced -512 |
| Baldwin Investment Management, LLC 0.08% of their portfolio | 26.7k $680.0k | Reduced -575 |
| Diversify Advisory Services, LLC 0.02% of their portfolio | 26.2k $648.2k | New |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 25.9k $661.4k | Added +553 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 24.6k $627.0k | Reduced -1.3k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 23.5k $598.8k | Added +1.2k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 23.0k $587.1k | Added +16 |
| WOLVERINE TRADING, LLC 0.01% of their portfolio | 22.8k $584.5k | Reduced -11.1k |