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Brookfield Renewable

211 hedge funds and large institutions have $4.29B invested in Brookfield Renewable in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.62% more ownership

Funds ownership: 63.5%64.11% (+0.62%)

3% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 66

4% less call options, than puts

Call options by funds: $6.45M | Put options by funds: $6.68M

2% less funds holding

Funds holding: 216211 (-5)

11% less capital invested

Capital invested by funds: $4.83B → $4.29B (-$538M)

13% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 30

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
211
Holders Change
-5
Holders Change %
-2.31%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
64
Reduced
66
Closed
30
Calls
$6.45M
Puts
$6.68M
Net Calls
-$237K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$19.6M +$3.33M +137,259 +19%
BHC
27
Bowen Hanes & Co
Florida
$18.1M
TWC
28
TD Waterhouse Canada
Ontario, Canada
$16.6M -$1.21M -49,786 -8%
Bank of Nova Scotia
29
Bank of Nova Scotia
Ontario, Canada
$16.1M -$351K -14,447 -2%
Ameriprise
30
Ameriprise
Minnesota
$16M +$2.29M +94,062 +16%
MBI
31
Montrusco Bolton Investments
Quebec, Canada
$16M -$1.46M -59,905 -8%
LM
32
Lincluden Management
Ontario, Canada
$15.9M +$16.5M +680,794 +18,979%
First Manhattan
33
First Manhattan
New York
$14.7M -$538K -22,135 -3%
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5M -$161K -6,617 -1%
GCC
35
Guardian Capital (Canada)
Ontario, Canada
$10.3M -$298K -12,265 -3%
DC
36
Davenport & Co
Virginia
$9.35M -$58.6K -2,412 -0.6%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$7.89M -$47.7K -1,964 -0.6%
RAM
38
Rempart Asset Management
Canada
$7.38M -$1.47M -60,693 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
39
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.08M +$798K +32,830 +12%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.54M +$475K +19,561 +7%
ACM
41
Advisors Capital Management
New Jersey
$6.19M +$1.21M +49,732 +23%
CFM
42
Coronation Fund Managers
South Africa
$5.88M -$648K -26,666 -10%
KS
43
Karpas Strategies
Connecticut
$5.09M
Bank of America
44
Bank of America
North Carolina
$4.87M +$1.84M +75,571 +56%
NWM
45
Nicola Wealth Management
British Columbia, Canada
$4.55M -$345K -14,200 -7%
KACA
46
Kayne Anderson Capital Advisors
California
$4.27M -$24.3M -998,085 -84%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$3.37M -$632K -26,015 -15%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$3.15M -$211K -8,702 -6%
WPEP
49
Walnut Private Equity Partners
Nebraska
$2.95M
TC
50
Tacita Capital
Ontario, Canada
$2.77M

BEP Hedge Fund Activity: Q1 2024 in Review

211 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q1 2024, worth a combined $4.29B — down 11% from $4.83B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of BEP and 26 opened new positions — a net loss of 4 holders — while 66 trimmed existing stakes and 64 added.

The largest buyer was British Columbia Investment Management, adding an estimated $136M. The largest seller was Morgan Stanley, cutting an estimated $62.3M.

  • 211 institutional investors held Brookfield Renewable (BEP) as of Q1 2024, down from 216 in Q4 2023.
  • Funds reported $4.29B of Brookfield Renewable stock for Q1 2024, down 11% quarter-over-quarter.
  • 26 funds opened new Brookfield Renewable positions in Q1 2024 and 30 closed out, a net change of -4 holders.
  • The largest Brookfield Renewable buyer in Q1 2024 was British Columbia Investment Management, an estimated $136M added.
  • The largest Brookfield Renewable seller in Q1 2024 was Morgan Stanley, an estimated $62.3M sold.

Based on aggregated 13F filings for Q1 2024.