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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
TC
176
Truvestments Capital
Florida
$4.69K -$2.4K -99 -33%
MFT
177
Moisand Fitzgerald Tamayo
Florida
$4.04K
NS
178
NBC Securities
Alabama
$4K -$2.43K -100 -33%
SL
179
Salomon & Ludwin
Virginia
$3.83K
FP
180
Financial Perspectives
Minnesota
$3.48K
Group One Trading
181
Group One Trading
Illinois
$3.39K +$3.55K +146 New
CAL
182
Capital Analysts LLC
Pennsylvania
$3K
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$2.97K
FFWM
184
Future Financial Wealth Management
Ohio
$2.32K +$2.43K +100 New
NA
185
NewEdge Advisors
Louisiana
$2.21K -$972 -40 -30%
ME
186
McIlrath & Eck
Washington
$2.14K +$24 +1 +1%
NRG
187
Nemes Rush Group
Michigan
$1.72K +$49 +2 +3%
VWM
188
Venturi Wealth Management
Texas
$1.49K
PAI
189
Pittenger & Anderson Inc
Nebraska
$1.39K
WBC
190
West Branch Capital
Massachusetts
$1.19K
TRCT
191
Tower Research Capital (TRC)
New York
$1.11K -$83K -3,416 -99%
FCMT
192
Founders Capital Management (Texas)
Texas
$1.09K
DWA
193
Delos Wealth Advisors
Texas
$1.05K
RIL
194
Rothschild Investment LLC
Illinois
$1.04K
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$1K -$10.9K -450 -91%
AW
196
Avion Wealth
Texas
$1K
FFA
197
Farther Finance Advisors
California
$994 -$1.09K -45 -51%
GWM
198
Geneos Wealth Management
Colorado
$883
NSIM
199
North Star Investment Management
Illinois
$581
MG
200
Mather Group
Illinois
$526 +$486 +20 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.