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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
WW
126
Waterfront Wealth
Kansas
$240K
IMCOOI
127
Investment Management Corp of Ontario (IMCO)
Canada
$238K -$209K -8,600 -46%
AWM
128
Apollon Wealth Management
South Carolina
$225K +$18.8K +772 +9%
SIC
129
Salem Investment Counselors
North Carolina
$215K
Barclays
130
Barclays
United Kingdom
$212K -$31.2K -1,286 -12%
JFL
131
Jarislowsky, Fraser Ltd
Quebec, Canada
$204K -$50.5K -2,078 -19%
Bessemer Group
132
Bessemer Group
New Jersey
$201K +$2.36K +97 +1%
WTA
133
Washington Trust Advisors
Massachusetts
$167K
ITIM
134
Indiana Trust & Investment Management
Indiana
$149K
CCM
135
Chilton Capital Management
Texas
$139K +$1.65K +68 +1%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$117K -$21.9K -900 -15%
PS
137
Principal Securities
Iowa
$65.9K -$2.62K -108 -4%
WTC
138
WhitTier Trust Company
Nevada
$58K
SPIA
139
Steward Partners Investment Advisory
New York
$55K -$172K -7,075 -75%
JAM
140
JCIC Asset Management
Ontario, Canada
$54.4K
ETC
141
Exchange Traded Concepts
Oklahoma
$51.9K +$4.03K +166 +8%
CPA
142
Clear Point Advisors
New York
$48.8K +$51K +2,100 New
EWM
143
Evermay Wealth Management
Virginia
$48.8K +$51K +2,100 New
SWM
144
Spire Wealth Management
Virginia
$46.6K
MLA
145
MB, Levis & Associates
Pennsylvania
$45.6K +$607 +25 +1%
GWSG
146
GPS Wealth Strategies Group
Colorado
$45.2K +$2.43K +100 +5%
SSB
147
Sandy Spring Bank
Maryland
$44.3K +$46.4K +1,908 New
TCM
148
TruNorth Capital Management
Michigan
$35.1K +$36.8K +1,513 New
JWA
149
JFS Wealth Advisors
Pennsylvania
$34.8K
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$33.1K +$18.2K +750 +111%

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.