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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
CAM
101
Cresset Asset Management
Illinois
$396K +$414K +17,031 New
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$355K -$2.21K -91 -0.6%
VFA
103
Voya Financial Advisors
Connecticut
$354K -$191K -7,859 -34%
CA
104
Clearstead Advisors
Ohio
$343K +$24 +1 +0%
SWP
105
Stratos Wealth Partners
Ohio
$338K +$20.1K +826 +6%
ATIA
106
American Trust Investment Advisors
New Hampshire
$332K
VF
107
Virtu Financial
New York
$329K +$344K +14,171 New
PAG
108
Private Advisor Group
New Jersey
$328K +$83.2K +3,425 +32%
KeyBank National Association
109
KeyBank National Association
Ohio
$314K
WT
110
Whittier Trust
California
$308K
Corient Private Wealth
111
Corient Private Wealth
Florida
$307K -$121K -4,968 -27%
JP Morgan Chase
112
JP Morgan Chase
New York
$304K -$1.05M -43,138 -77%
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$304K
CT
114
Clearstead Trust
Maine
$299K
IAS
115
Insigneo Advisory Services
Florida
$297K +$310K +12,775 New
BSW
116
Buckingham Strategic Wealth
Missouri
$293K +$4.83K +199 +2%
EHC
117
Everett Harris & Co
California
$286K +$299K +12,300 New
PP
118
Pacifica Partners
Canada
$284K -$4.01K -165 -1%
AWS
119
Atria Wealth Solutions
New York
$274K -$23.6K -972 -8%
BB
120
Burford Brothers
Texas
$269K
BIA
121
Beacon Investment Advisors
Maryland
$263K +$2.11K +87 +0.8%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$251K -$91.3K -3,756 -26%
USCWA
123
U.S. Capital Wealth Advisors
Texas
$244K +$255K +10,500 New
BAM
124
Belpointe Asset Management
Nevada
$244K -$6.34K -261 -2%
CA
125
Cetera Advisors
Colorado
$243K +$254K +10,465 New

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.