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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
Allianz Asset Management
376
Allianz Asset Management
Germany
-$502K -17,346 Closed
MF
377
Magnetar Financial
Illinois
-$457K -15,882 Closed
AWM
378
AE Wealth Management
Kansas
-$429K -15,337 Closed
Truist Financial
379
Truist Financial
North Carolina
-$430K -14,937 Closed
EAM
380
Evanson Asset Management
California
-$374K -13,001 Closed
TPW
381
Transatlantique Private Wealth
New York
-$374K -12,991 Closed
QC
382
Quadrature Capital
United Kingdom
-$358K -12,446 Closed
HA
383
Herold Advisors
New York
-$349K -12,111 Closed
American Century Companies
384
American Century Companies
Missouri
-$303K -10,520 Closed
Prudential Financial
385
Prudential Financial
New Jersey
-$290K -10,059 Closed
OIA
386
OneDigital Investment Advisors
Kansas
-$247K -8,582 Closed
TC
387
Trilogy Capital
California
-$238K -8,270 Closed
AAIM
388
American Assets Investment Management
California
-$215K -7,476 Closed
URS
389
Utah Retirement Systems
Utah
-$213K -7,400 Closed
WIM
390
Waverton Investment Management
United Kingdom
-$210K -7,280 Closed
TC
391
TownSquare Capital
Utah
-$209K -7,257 Closed
SC
392
Seldon Capital
California
-$206K -7,143 Closed
AO
393
Advisor OS
Illinois
-$200K -6,949 Closed
PI
394
PEAK6 Investments
Illinois
-$88.7K -3,082 Closed
OCM
395
Orion Capital Management
California
-$86.4K -3,000 Closed
WTC
396
WhitTier Trust Company
Nevada
-$28.8K -1,000 Closed
AFS
397
Annapolis Financial Services
Maryland
-$27.5K -954 Closed
GWS
398
Glassman Wealth Services
Virginia
-$24.4K -849 Closed
RFG
399
RFP Financial Group
Georgia
-$14.4K -500 Closed
TF
400
Tompkins Financial
New York
-$12.5K -435 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.