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
TWA
301
TCI Wealth Advisors
Arizona
$6K +$6.23K +122 New
IA
302
IFP Advisors
Florida
$5K -$8.93K -175 -64%
VRM
303
Vectors Research Management
New York
$4K
APWA
304
Atlas Private Wealth Advisors
New Jersey
$4K +$51 +1 +1%
GWS
305
Glassman Wealth Services
Virginia
$4K +$459 +9 +11%
DAM
306
Delta Asset Management
Tennessee
$4K +$3.83K +75 New
AIG
307
American International Group
New York
$3.51K +$784K +15,356 +26%
RIM
308
Rockbridge Investment Management
New York
$3K
PA
309
Parallel Advisors
California
$3K +$715 +14 +23%
EP
310
Eudaimonia Partners
Tennessee
$3K +$2.91K +57 New
RE
311
RBC Europe
United Kingdom
$2.25K
PMFA
312
Plante Moran Financial Advisors
Michigan
$2K -$357 -7 -17%
PFA
313
Professional Financial Advisors
Nebraska
$2K
HR
314
Howe & Rusling
New York
$2K +$2.45K +48 New
MWP
315
Meridian Wealth Partners
Pennsylvania
$2K +$2.55K +50 New
FF
316
FourThought Financial
Florida
$2K +$3.06K +60 New
MGIM
317
M&G Investment Management
United Kingdom
$1.38K +$560K +10,961 +59%
SFSIG
318
San Francisco Sentry Investment Group
California
$1K -$51 -1 -5%
PAI
319
Pittenger & Anderson Inc
Nebraska
$1K
RFA
320
Reilly Financial Advisors
California
$1K
WAP
321
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.07K +21 New
CIA
322
Cascade Investment Advisors
Oregon
$608 +$664 +13 New
Nisa Investment Advisors
323
Nisa Investment Advisors
Missouri
$242
Connor, Clark & Lunn Investment Management (CC&L)
324
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$16.7M -286,082 Closed
SCA
325
Salient Capital Advisors
Texas
-$12.3M -211,061 Closed

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.