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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
TPM
351
Triasima Portfolio Management
Quebec, Canada
-$234K -4,019 Closed
SL
352
Stevard LLC
Illinois
-$231K -3,964 Closed
KPW
353
Kore Private Wealth
New York
-$208K -3,571 Closed
Squarepoint
354
Squarepoint
New York
-$206K -3,539 Closed
Comerica Bank
355
Comerica Bank
Texas
-$208K -3,538 Closed
LGA
356
Lebenthal Global Advisors
New York
-$132K -2,279 Closed
ASN
357
Advisory Services Network
Georgia
-$81K -1,383 Closed
BCV
358
Banque Cantonale Vaudoise
Switzerland
-$45K -765 Closed
HS
359
Horan Securities
United States
-$38K -646 Closed
Federated Hermes
360
Federated Hermes
Pennsylvania
-$30K -516 Closed
PWPS
361
Pinnacle Wealth Planning Services
Ohio
-$29K -491 Closed
ADL
362
Asset Dedication LLC
California
-$24K -412 Closed
PS
363
Planned Solutions
California
-$22K -375 Closed
CAAS
364
Capital Asset Advisory Services
Michigan
-$16K -269 Closed
LWCFA
365
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$14K -243 Closed
SIAG
366
Safeguard Investment Advisory Group
California
-$12K -212 Closed
AWG
367
Altus Wealth Group
Colorado
-$11K -187 Closed
TPWA
368
TRUE Private Wealth Advisors
Oregon
-$9K -160 Closed
ABC
369
Associated Banc-Corp
Wisconsin
-$6K -109 Closed
IA
370
IFS Advisors
Kansas
-$5K -93 Closed
CFB
371
Cullen/Frost Bankers
Texas
-$3K -43 Closed
FCH
372
Freestone Capital Holdings
Washington
-$2.16K -37 Closed
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
-$204 -4 Closed
CMA
374
Cedar Mountain Advisors
Oregon
+$51 +1 +100%

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.