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Brookfield Renewable

325 hedge funds and large institutions have $6.11B invested in Brookfield Renewable in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 137 increasing their positions, 81 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 81

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

2% more funds holding

Funds holding: 318325 (+7)

1.83% less ownership

Funds ownership: 76.72%74.89% (-1.8%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

21% less capital invested

Capital invested by funds: $7.73B → $6.11B (-$1.62B)

92% less call options, than puts

Call options by funds: $3.71M | Put options by funds: $46M

Holders
325
Holders Change
+7
Holders Change %
+2.2%
% of All Funds
5.71%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
59
Increased
137
Reduced
81
Closed
50
Calls
$3.71M
Puts
$46M
Net Calls
-$42.3M
Net Calls Change
-$45.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IMRF
226
Illinois Municipal Retirement Fund
Illinois
$263K -$1.36M -26,703 -83%
1832 Asset Management
227
1832 Asset Management
Ontario, Canada
$263K +$278K +5,445 +2,357%
CA
228
Cetera Advisors
Colorado
$262K -$55.8K -1,093 -16%
JFL
229
Jarislowsky, Fraser Ltd
Quebec, Canada
$259K -$19.1K -375 -6%
MMG
230
Monetary Management Group
Missouri
$255K +$232K +4,550 +506%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$254K -$65.7K -1,287 -19%
BAM
232
Belpointe Asset Management
Nevada
$231K +$102K +1,992 +68%
US Bancorp
233
US Bancorp
Minnesota
$226K -$2.45K -48 -1%
VPIM
234
Vanguard Personalized Indexing Management
California
$224K -$21.4K -419 -8%
KJHP
235
K.J. Harrison & Partners
Ontario, Canada
$221K
SWM
236
SeaCrest Wealth Management
New York
$217K +$2.35K +46 +1%
CIM
237
CIM Investment Management
Pennsylvania
$212K +$231K +4,529 New
EIM
238
Essex Investment Management
Massachusetts
$207K -$4.59K -90 -2%
CQS
239
Credential Qtrade Securities
$193K +$210K +4,110 +20,550%
JCM
240
Jacobi Capital Management
Pennsylvania
$168K +$176K +3,445 +2,312%
WT
241
Whittier Trust
California
$148K +$5.11K +100 +3%
TC
242
Tacita Capital
Ontario, Canada
$139K -$404K -7,916 -73%
PP
243
Pacifica Partners
Canada
$133K
KC
244
Kepos Capital
New York
$124K
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$124K +$3.11K +61 +2%
S
246
SignatureFD
Georgia
$119K
TFGT
247
TS Financial Group (TSFG)
Illinois
$111K +$1.17K +23 +1%
SFS
248
Sowell Financial Services
Arkansas
$109K +$31.5K +617 +29%
CA
249
Clearstead Advisors
Ohio
$88K -$4.59K -90 -5%
AWM
250
Atticus Wealth Management
Florida
$84K

BEPC Hedge Fund Activity: Q1 2021 in Review

325 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEPC) for Q1 2021, worth a combined $6.11B — down 21% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BEPC positions and 50 closed out — a net gain of 9 holders — while 137 added to existing stakes and 81 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $144M. The largest seller was Brookfield Corp, cutting an estimated $766M.

  • 325 institutional investors held Brookfield Renewable (BEPC) as of Q1 2021, up from 318 in Q4 2020.
  • Funds reported $6.11B of Brookfield Renewable stock for Q1 2021, down 21% quarter-over-quarter.
  • 59 funds opened new Brookfield Renewable positions in Q1 2021 and 50 closed out, a net change of +9 holders.
  • The largest Brookfield Renewable buyer in Q1 2021 was Manulife (Manufacturers Life Insurance), an estimated $144M added.
  • The largest Brookfield Renewable seller in Q1 2021 was Brookfield Corp, an estimated $766M sold.

Based on aggregated 13F filings for Q1 2021.