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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
DMIC
151
Dixon Mitchell Investment Counsel
British Columbia, Canada
$30.8K +$32.1K +1,321 New
VanEck Associates
152
VanEck Associates
New York
$28K
FFL
153
Financial Freedom LLC
Ohio
$27K +$364 +15 +1%
BGC
154
Beutel, Goodman & Co
Ontario, Canada
$26K
AWM
155
Atticus Wealth Management
Florida
$24.6K
MCM
156
MV Capital Management
Maryland
$24.4K +$292 +12 +1%
BBHC
157
Brown Brothers Harriman & Co
New York
$24.4K
JFA
158
JNBA Financial Advisors
Minnesota
$23.2K
US Bancorp
159
US Bancorp
Minnesota
$22.1K
VNA
160
Valley National Advisers
Pennsylvania
$21K -$12.1K -500 -35%
CA
161
Continuum Advisory
Idaho
$18.3K +$16.2K +665 New
SS
162
Sunbelt Securities
Texas
$17.8K +$18.7K +768 New
GI
163
GAMMA Investing
California
$16.8K +$1.19K +49 +7%
CSC
164
Caldwell Sutter Capital
California
$14.8K -$219 -9 -1%
HB
165
Horizon Bancorp
Indiana
$14K
CHA
166
Carmichael Hill & Associates
Maryland
$13.9K
PA
167
Parallel Advisors
California
$13.2K
SA
168
Scarborough Advisors
Maryland
$11.7K
S
169
SignatureFD
Georgia
$10.6K
CT
170
Cambridge Trust
Massachusetts
$9.34K
AWM
171
AllSquare Wealth Management
New York
$6.97K
BAM
172
Byrne Asset Management
New Jersey
$6.97K
HNB
173
Hilltop National Bank
Wyoming
$5.34K +$5.59K +230 New
T
174
Tidemark
California
$5.23K
PFA
175
Pathway Financial Advisers
Indiana
$4.72K +$73 +3 +2%

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.