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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
AFG
351
Albion Financial Group
Utah
$1.01K
FPB
352
First PREMIER Bank
South Dakota
$1K +$734 +28 New
AF
353
Advisornet Financial
Minnesota
$983 +$603 +23 +135%
MAM
354
Magellan Asset Management
Australia
$934
HGERS
355
Householder Group Estate & Retirement Specialist
Arizona
$786
PWMG
356
Private Wealth Management Group
New Jersey
$492
CFFP
357
Center for Financial Planning
Michigan
$467
FGAM
358
Financial Gravity Asset Management
Texas
$450 -$22.1K -842 -98%
NRG
359
Nemes Rush Group
Michigan
$443
GI
360
Gradient Investments
Minnesota
$418
SIC
361
SJS Investment Consulting
Ohio
$394 +$26 +1 +7%
PAI
362
Pittenger & Anderson Inc
Nebraska
$369
FG
363
Fairman Group
Pennsylvania
$344
DPW
364
DiNuzzo Private Wealth
Pennsylvania
$246 -$26 -1 -9%
RIL
365
Rothschild Investment LLC
Illinois
$246
MHR
366
Matthew Hamilton Rosenberg
$246 +$262 +10 New
TWD
367
True Wealth Design
Ohio
$123 +$52 +2 +67%
QC
368
Quent Capital
New York
$25
AACA
369
American Assets Capital Advisers
California
-$7.58M -263,236 Closed
Skandinaviska Enskilda Banken (SEB)
370
Skandinaviska Enskilda Banken (SEB)
Sweden
-$5.79M -201,100 Closed
UBS AM
371
UBS AM
Illinois
-$1.92M -66,786 Closed
FAF
372
Första AP-fonden
Sweden
-$1.68M -58,100 Closed
PAS
373
Point72 Asia (Singapore)
Singapore
-$1.47M -50,900 Closed
AIM
374
Achmea Investment Management
Netherlands
-$825K -28,542 Closed
OTL
375
Oak Thistle LLC
New York
-$663K -23,027 Closed

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.