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Brookfield Renewable

368 hedge funds and large institutions have $3.18B invested in Brookfield Renewable in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 139 increasing their positions, 111 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

25% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 111

4% more funds holding

Funds holding: 355368 (+13)

0.85% less ownership

Funds ownership: 72.47%71.62% (-0.85%)

16% less capital invested

Capital invested by funds: $3.77B → $3.18B (-$590M)

55% less call options, than puts

Call options by funds: $7.91M | Put options by funds: $17.7M

Holders
368
Holders Change
+13
Holders Change %
+3.66%
% of All Funds
5.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
57
Increased
139
Reduced
111
Closed
40
Calls
$7.91M
Puts
$17.7M
Net Calls
-$9.8M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
226
Group One Trading
Illinois
$268K +$285K +10,889 New
EGM
227
Engineers Gate Manager
New York
$265K -$29.9K -1,140 -10%
MIM
228
Moseley Investment Management
Florida
$265K +$13.2K +504 +5%
AWA
229
Arete Wealth Advisors
Illinois
$264K +$282K +10,744 New
MKA
230
M. Kulyk & Associates
Georgia
$263K -$1.42M -54,020 -83%
MAM
231
Meeder Asset Management
Ohio
$253K +$58K +2,214 +27%
DWM
232
Dorchester Wealth Management
Quebec, Canada
$250K
CA
233
Cetera Advisors
Colorado
$250K +$267K +10,178 New
SWP
234
Strategic Wealth Partners
Ohio
$246K
MWA
235
Monograph Wealth Advisors
California
$246K +$262K +10,000 New
FRM
236
Fox Run Management
Connecticut
$238K +$254K +9,696 New
SWM
237
SeaCrest Wealth Management
New York
$232K -$22K -839 -8%
FHA
238
Flagship Harbor Advisors
Massachusetts
$231K -$15.8K -602 -6%
PAM
239
Panagora Asset Management
Massachusetts
$229K +$245K +9,328 New
BFWM
240
Bright Futures Wealth Management
New York
$224K +$197K +7,533 New
Voloridge Investment Management
241
Voloridge Investment Management
Florida
$222K +$237K +9,032 New
MSRPS
242
Maryland State Retirement & Pension System
Maryland
$219K
Corient Private Wealth
243
Corient Private Wealth
Florida
$212K -$7.34K -280 -3%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$207K +$41.7K +1,592 +23%
WT
245
Washington Trust
Rhode Island
$206K -$27.3K -1,041 -11%
SIG
246
Stonegate Investment Group
Alabama
$206K
BONST
247
Bank of Nova Scotia Trust
Ontario, Canada
$204K +$217K +8,296 New
BAM
248
Belpointe Asset Management
Nevada
$201K
Federated Hermes
249
Federated Hermes
Pennsylvania
$197K -$317K -12,100 -60%
IPW
250
Impact Partnership Wealth
Georgia
$183K -$37.2K -1,418 -16%

BEPC Hedge Fund Activity: Q1 2024 in Review

368 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEPC) for Q1 2024, worth a combined $3.18B — down 16% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BEPC positions and 40 closed out — a net gain of 17 holders — while 139 added to existing stakes and 111 trimmed.

The largest buyer was CIBC Asset Management, adding an estimated $21.1M. The largest seller was Parnassus Investments, cutting an estimated $103M.

  • 368 institutional investors held Brookfield Renewable (BEPC) as of Q1 2024, up from 355 in Q4 2023.
  • Funds reported $3.18B of Brookfield Renewable stock for Q1 2024, down 16% quarter-over-quarter.
  • 57 funds opened new Brookfield Renewable positions in Q1 2024 and 40 closed out, a net change of +17 holders.
  • The largest Brookfield Renewable buyer in Q1 2024 was CIBC Asset Management, an estimated $21.1M added.
  • The largest Brookfield Renewable seller in Q1 2024 was Parnassus Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2024.