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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
UA
301
USCF Advisers
California
$17.2K
TFA
302
Toth Financial Advisory
Virginia
$15.1K
Optiver Holding
303
Optiver Holding
Netherlands
$14.7K +$15.7K +600 New
TRCT
304
Tower Research Capital (TRC)
New York
$14.2K +$2.57K +98 +20%
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$14K -$5.48K -209 -27%
HCP
306
Hexagon Capital Partners
Arkansas
$12.8K +$13.7K +521 New
Mitsubishi UFJ Trust & Banking
307
Mitsubishi UFJ Trust & Banking
Japan
$12.6K
HNB
308
Hilltop National Bank
Wyoming
$12.3K +$13.1K +500 New
MLA
309
MB, Levis & Associates
Pennsylvania
$11.8K +$157 +6 +1%
Jones Financial Companies
310
Jones Financial Companies
Missouri
$11.4K +$9.36K +357 +328%
AF
311
Allworth Financial
California
$11K +$11.7K +448 New
AWM
312
Atticus Wealth Management
Florida
$10.2K
JWA
313
JFS Wealth Advisors
Pennsylvania
$10K
TCM
314
TruNorth Capital Management
Michigan
$9.29K +$9.91K +378 New
CI Investments Inc
315
CI Investments Inc
Ontario, Canada
$9K +$2.12K +81 +29%
SWM
316
Spire Wealth Management
Virginia
$8.54K
EWA
317
EverSource Wealth Advisors
Alabama
$8.52K -$5.95K -227 -38%
PFBT
318
Parkside Financial Bank & Trust
Missouri
$8.13K
MSG
319
Main Street Group
Virginia
$7.07K
FFL
320
Financial Freedom LLC
Ohio
$7.02K +$105 +4 +1%
C
321
Covestor
United Kingdom
$7K +$79 +3 +1%
BBHC
322
Brown Brothers Harriman & Co
New York
$6.44K
MG
323
Mather Group
Illinois
$6.25K +$5.69K +217 New
VNA
324
Valley National Advisers
Pennsylvania
$6K +$393 +15 +6%
MCM
325
Manchester Capital Management
Vermont
$5.53K -$18.2K -696 -76%

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.