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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
OCAM
51
Onex Canada Asset Management
Ontario, Canada
$2.6M -$176K -7,244 -6%
Osaic Holdings
52
Osaic Holdings
Arizona
$2.51M +$65.5K +2,697 +3%
BONST
53
Bank of Nova Scotia Trust
Ontario, Canada
$2.4M +$423K +17,428 +20%
Citigroup
54
Citigroup
New York
$2.14M -$81.4K -3,349 -4%
ClearBridge Investments
55
ClearBridge Investments
New York
$2.02M +$18.7K +768 +0.9%
Franklin Resources
56
Franklin Resources
California
$1.92M +$7.29K +300 +0.4%
Northern Trust
57
Northern Trust
Illinois
$1.82M -$191K -7,874 -9%
GIM
58
Gold Investment Management
Alberta, Canada
$1.81M +$54.6K +2,246 +3%
PI
59
PFG Investments
New York
$1.73M +$187K +7,710 +12%
NEI
60
Northwest & Ethical Investments
Ontario, Canada
$1.7M +$1.78M +73,092 New
EP
61
EPIQ Partners
Minnesota
$1.7M +$182K +7,500 +11%
AG
62
AlTi Global
New York
$1.69M -$2.98M -122,457 -63%
FSA
63
Fort Sheridan Advisors
Illinois
$1.67M +$25.1K +1,034 +1%
Renaissance Technologies
64
Renaissance Technologies
New York
$1.66M +$1.73M +71,252 New
HighTower Advisors
65
HighTower Advisors
Illinois
$1.61M +$331K +13,618 +24%
EIA
66
Edgemoor Investment Advisors
Maryland
$1.45M +$126K +5,166 +9%
AM
67
AGF Management
Ontario, Canada
$1.37M +$121K +5,000 +11%
UBS Group
68
UBS Group
Switzerland
$1.36M +$2.31K +95 +0.2%
GCAC
69
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.32M -$233K -9,610 -13%
RJA
70
Raymond James & Associates
Florida
$1.25M +$339K +13,932 +35%
SIC
71
SFE Investment Counsel
California
$1.17M +$50.2K +2,066 +4%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$1.1M +$77.8K +3,203 +7%
EIM
73
Ervin Investment Management
Washington
$1.06M +$35.7K +1,469 +3%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$947K +$990K +40,764 New
CQS
75
Credential Qtrade Securities
$939K +$35.8K +1,473 +4%

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.