We are live on ! Find out more
BEPC icon

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
GIBU
251
Gulf International Bank (UK)
United Kingdom
$83K
EVM
252
Eaton Vance Management
Massachusetts
$77K +$83K +1,626 New
PHK
253
Point72 Hong Kong
Hong Kong
$67K +$45.3K +888 +162%
GWSG
254
GPS Wealth Strategies Group
Colorado
$65K +$71.4K +1,398 New
WTC
255
WhitTier Trust Company
Nevada
$58K +$25.5K +500 +67%
HI
256
Harbour Investments
Wisconsin
$58K +$63K +1,234 New
APA
257
American Portfolios Advisors
New York
$54.7K -$3.06K -60 -5%
FCM
258
Firestone Capital Management
Florida
$51K +$55.1K +1,080 New
Mitsubishi UFJ Trust & Banking
259
Mitsubishi UFJ Trust & Banking
Japan
$46K +$5.11K +100 +14%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$38K
SAM
261
Shell Asset Management
Netherlands
$38K
HFS
262
HBC Financial Services
Washington
$37.6K -$16.6K -325 -29%
FCA
263
FinTrust Capital Advisors
South Carolina
$36K -$29.3K -573 -43%
SSB
264
Sandy Spring Bank
Maryland
$35K
BWA
265
BDO Wealth Advisors
Florida
$34K +$37K +724 New
EI
266
Ellevest Inc
New York
$34K +$37K +724 New
OIA
267
Optimum Investment Advisors
Illinois
$33K
IFAM
268
Institutional & Family Asset Management
Colorado
$30K +$13.9K +273 +73%
HWA
269
Heritage Wealth Advisors
Virginia
$29.9K
SIM
270
Sonora Investment Management
Arizona
$29K
TFA
271
Toth Financial Advisory
Virginia
$29K
HNB
272
Huntington National Bank
Ohio
$26K
GI
273
Gradient Investments
Minnesota
$26K +$9.44K +185 +50%
ACM
274
Allred Capital Management
Texas
$22.3K +$24.4K +477 New
NIPH
275
NN Investment Partners Holdings
Netherlands
$22K -$235K -4,608 -91%

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.