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Brookfield Renewable

240 hedge funds and large institutions have $5.12B invested in Brookfield Renewable in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

27% more capital invested

Capital invested by funds: $4.01B → $5.12B (+$1.1B)

27% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 63

5% more funds holding

Funds holding: 228240 (+12)

1.41% more ownership

Funds ownership: 57.42%58.83% (+1.4%)

69% less call options, than puts

Call options by funds: $7.03M | Put options by funds: $22.6M

Holders
240
Holders Change
+12
Holders Change %
+5.26%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
35
Increased
80
Reduced
63
Closed
22
Calls
$7.03M
Puts
$22.6M
Net Calls
-$15.6M
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
101
Atria Wealth Solutions
New York
$754K -$548K -19,417 -45%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$738K -$11.8K -420 -2%
AWM
103
AE Wealth Management
Kansas
$731K -$12.5K -443 -2%
VFA
104
Voya Financial Advisors
Connecticut
$711K +$87.5K +3,104 +16%
SFI
105
Susquehanna Fundamental Investments
Pennsylvania
$681K
Renaissance Technologies
106
Renaissance Technologies
New York
$673K -$6.25M -221,800 -91%
WA
107
WealthTrust Axiom
Pennsylvania
$633K -$52.9K -1,875 -9%
CCM
108
Community Capital Management
Florida
$630K
CSS
109
Cubist Systematic Strategies
Connecticut
$611K -$519K -18,391 -49%
NIM
110
Nexus Investment Management
Ontario, Canada
$583K
OFG
111
OTA Financial Group
New York
$570K +$510K +18,094 New
DT
112
Diversified Trust
Tennessee
$542K +$161K +5,700 +50%
AAS
113
Avantax Advisory Services
Texas
$516K +$5.64K +200 +1%
SW
114
SVB Wealth
Massachusetts
$494K -$48.9K -1,734 -10%
Citadel Advisors
115
Citadel Advisors
Florida
$494K -$4.02M -142,526 -90%
KeyBank National Association
116
KeyBank National Association
Ohio
$458K +$3.81K +135 +0.9%
JFL
117
Jarislowsky, Fraser Ltd
Quebec, Canada
$437K -$11K -390 -3%
WW
118
Waterfront Wealth
Kansas
$437K
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
$435K +$50.9K +1,806 +15%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$428K +$123K +4,378 +47%
TFA
121
Teamwork Financial Advisors
Texas
$420K -$18.3K -648 -5%
WT
122
Whittier Trust
California
$418K
Barclays
123
Barclays
United Kingdom
$416K
Corient Private Wealth
124
Corient Private Wealth
Florida
$414K +$52.8K +1,874 +17%
CT
125
Clearstead Trust
Maine
$405K

BEP Hedge Fund Activity: Q1 2023 in Review

240 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q1 2023, worth a combined $5.12B — up 27% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BEP positions and 22 closed out — a net gain of 13 holders — while 80 added to existing stakes and 63 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $93.7M. The largest seller was British Columbia Investment Management, cutting an estimated $89.4M.

  • 240 institutional investors held Brookfield Renewable (BEP) as of Q1 2023, up from 228 in Q4 2022.
  • Funds reported $5.12B of Brookfield Renewable stock for Q1 2023, up 27% quarter-over-quarter.
  • 35 funds opened new Brookfield Renewable positions in Q1 2023 and 22 closed out, a net change of +13 holders.
  • The largest Brookfield Renewable buyer in Q1 2023 was Royal Bank of Canada, an estimated $93.7M added.
  • The largest Brookfield Renewable seller in Q1 2023 was British Columbia Investment Management, an estimated $89.4M sold.

Based on aggregated 13F filings for Q1 2023.