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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
BWP
276
Baldwin Wealth Partners
Massachusetts
$20K
NFG
277
Next Financial Group
Texas
$19K -$15.9K -311 -43%
LWA
278
Lenox Wealth Advisors
New York
$19K
JWA
279
JFS Wealth Advisors
Pennsylvania
$18K
TCWM
280
Total Clarity Wealth Management
Illinois
$18K +$19.1K +375 New
HC
281
Hoese & Co
Minnesota
$18K +$19.6K +384 New
BC
282
Burleson & Co
California
$12K +$13.5K +265 New
AWM
283
AllSquare Wealth Management
New York
$11K
FWM
284
Focused Wealth Management
New York
$11K
OCM
285
Orion Capital Management
California
$11K
VNA
286
Valley National Advisers
Pennsylvania
$11K
MHR
287
Matthew Hamilton Rosenberg
$11K +$12.3K +240 New
CFA
288
Carroll Financial Associates
North Carolina
$10K -$40.1K -786 -78%
IAIM
289
International Assets Investment Management
Florida
$10K
JFA
290
JNBA Financial Advisors
Minnesota
$9K
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$8K +$1.17K +23 +15%
QCG
292
Quadrant Capital Group
Ohio
$8K +$7.66K +150 +500%
AIC
293
Ameritas Investment Company
Nebraska
$7.49K +$8.17K +160 New
Bessemer Group
294
Bessemer Group
New Jersey
$7K
PFGIA
295
Patriot Financial Group Insurance Agency
Massachusetts
$7K
BCA
296
Berman Capital Advisors
Georgia
$7K +$4.03K +79 +92%
TPCW
297
TD Private Client Wealth
New York
$6.93K +$7.56K +148 New
AF
298
Advisornet Financial
Minnesota
$6K
GWM
299
Geneos Wealth Management
Colorado
$6K
PCG
300
Private Capital Group
Connecticut
$6K

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.