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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
AWM
326
AllSquare Wealth Management
New York
$5.53K
BIA
327
Bell Investment Advisors
California
$5.31K -$236 -9 -4%
DMIC
328
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.86K +$5.19K +198 New
PTC
329
Private Trust Company
Ohio
$4.23K +$393 +15 +10%
TIM
330
Tortoise Investment Management
New York
$4.2K
MCM
331
MV Capital Management
Maryland
$3.69K
CAL
332
Capital Advisors Ltd
Ohio
$3K -$891 -34 -23%
NS
333
NBC Securities
Alabama
$3K
BGAI
334
Bruce G. Allen Investments
Colorado
$2.95K
SSB
335
Sandy Spring Bank
Maryland
$2.9K +$3.09K +118 New
CTA
336
Colonial Trust Advisors
South Carolina
$2.5K +$52 +2 +2%
CT
337
Cambridge Trust
Massachusetts
$2.46K
CA
338
CoreCap Advisors
Michigan
$2.46K +$2.62K +100 New
PA
339
Parallel Advisors
California
$2.25K
QCG
340
Quadrant Capital Group
Ohio
$2.16K -$341 -13 -13%
NB
341
NBT Bank
New York
$2.11K
DA
342
Denali Advisors
California
$1.99K
ZB
343
Zions Bancorporation
Utah
$1.7K
FFA
344
Farther Finance Advisors
California
$1.5K -$655 -25 -29%
T
345
Tidemark
California
$1.35K
WFA
346
West Financial Advisors
Iowa
$1.23K +$1.31K +50 New
BC
347
Barrett & Company
Rhode Island
$1.11K
BAM
348
Bellevue Asset Management
Washington
$1.08K
MFT
349
Moisand Fitzgerald Tamayo
Florida
$1.06K
CA
350
Continuum Advisory
Idaho
$1.05K +$891 +34 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.