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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
BC
1
Brookfield Corp
Ontario, Canada
$1.73B
Fidelity International
2
Fidelity International
Bermuda
$318M +$20.1M +826,714 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$291M +$2.36M +97,078 +0.8%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$234M -$56.8M -2,339,526 -19%
Principal Financial Group
5
Principal Financial Group
Iowa
$167M +$7.34M +302,274 +4%
CIBC Asset Management
6
CIBC Asset Management
Ontario, Canada
$160M +$16.9M +696,279 +11%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$158M +$6.01M +247,551 +4%
BCIM
8
British Columbia Investment Management
British Columbia, Canada
$152M +$136M +5,582,398 +583%
Select Equity Group
9
Select Equity Group
New York
$131M -$13.2M -542,887 -9%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$68.9M +$24 +1 +0%
CIM
11
CCLA Investment Management
United Kingdom
$58.7M +$848K +34,915 +1%
TD Asset Management
12
TD Asset Management
Ontario, Canada
$53.8M -$1.46M -60,285 -3%
SC
13
Scotia Capital
Ontario, Canada
$53.1M +$997K +41,045 +2%
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$44M -$13.6M -557,910 -23%
Morgan Stanley
15
Morgan Stanley
New York
$43.1M -$62.3M -2,562,108 -58%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$42.2M -$1.18M -48,368 -3%
Invesco
17
Invesco
Georgia
$42.2M +$1.08M +44,354 +3%
APG Asset Management
18
APG Asset Management
Netherlands
$37.5M +$529K +21,771 +1%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$37M -$19.7M -811,459 -34%
LSAG
20
Lake Street Advisors Group
New Hampshire
$32.8M -$78.6K -3,237 -0.2%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$28.4M -$563K -23,170 -2%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$27.2M +$14.5M +595,335 +103%
First Trust Advisors
23
First Trust Advisors
Illinois
$26.6M -$7.16M -294,604 -20%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$26.5M -$10.6M -437,461 -28%
IIM
25
Intact Investment Management
Quebec, Canada
$20.4M +$20.8M +857,500 +4,764%

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.