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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
CA
276
Clearstead Advisors
Ohio
$58.8K
CSC
277
Caldwell Sutter Capital
California
$58.3K +$9.04K +345 +17%
GA
278
GoalVest Advisory
New York
$54.1K +$57.7K +2,200 New
QL
279
Quarry LP
New York
$52.1K +$36.6K +1,397 +193%
IA
280
IFP Advisors
Florida
$49.4K +$46.5K +1,775 +749%
AWM
281
Avior Wealth Management
Nebraska
$49.3K +$52.6K +2,006 New
AFWM
282
Abich Financial Wealth Management
Virginia
$43.8K +$15.5K +592 +50%
ITIM
283
Indiana Trust & Investment Management
Indiana
$39.3K
TFGT
284
TS Financial Group (TSFG)
Illinois
$39K +$498 +19 +1%
TPCW
285
TD Private Client Wealth
New York
$36.7K -$499K -19,046 -93%
CCM
286
Chilton Capital Management
Texas
$36.2K
US Bancorp
287
US Bancorp
Minnesota
$34.3K +$1.47K +56 +4%
MIA
288
MeadowBrook Investment Advisors
Michigan
$30K +$12.9K +493 +68%
HFS
289
HBC Financial Services
Washington
$30K -$7.86K -300 -20%
GIBU
290
Gulf International Bank (UK)
United Kingdom
$29K +$19.4K +740 +162%
SOAMC
291
Spirit of America Management Corp
New York
$28.3K
AIG
292
American International Group
New York
$27K +$52 +2 +0.2%
BCWM
293
Bartlett & Co Wealth Management
Ohio
$25.2K
MIM
294
Macroview Investment Management
Maryland
$24.6K
MMG
295
Monetary Management Group
Missouri
$24.6K
TC
296
Tacita Capital
Ontario, Canada
$23.5K -$3.93K -150 -14%
SAM
297
Smartleaf Asset Management
Massachusetts
$20.5K -$4.93K -188 -18%
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$18.5K +$4.06K +155 +26%
HNB
299
Huntington National Bank
Ohio
$17.5K +$4.17K +159 +29%
BFPW
300
BOK Financial Private Wealth
Colorado
$17.4K +$18.6K +708 New

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.