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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
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$28.8M +$2.37M +46,475 +8%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$28.4M +$1.32M +25,926 +4%
Goldman Sachs
28
Goldman Sachs
New York
$27.2M -$5.36M -105,038 -15%
Legal & General Group
29
Legal & General Group
United Kingdom
$26.4M +$613K +12,004 +2%
SC
30
Scotia Capital
Ontario, Canada
$25M +$1.64M +32,035 +6%
Bank of America
31
Bank of America
North Carolina
$24.8M +$18.9M +370,011 +230%
Swiss National Bank
32
Swiss National Bank
Switzerland
$24.5M +$2.08M +40,800 +8%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$24.1M +$3.7M +72,566 +16%
AACA
34
American Assets Capital Advisers
California
$24M -$2.15M -42,144 -8%
PAG
35
Private Advisor Group
New Jersey
$23.9M -$666K -13,051 -2%
ACG
36
Aventail Capital Group
New York
$23.2M +$25.4M +496,771 New
AllianceBernstein
37
AllianceBernstein
Tennessee
$22.7M +$17.4M +340,852 +235%
KFC
38
Klingenstein Fields & Co
New York
$22.1M -$143K -2,799 -0.6%
APG Asset Management
39
APG Asset Management
Netherlands
$21.6M +$14.2M +277,734 +105%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$21.1M +$8.54M +167,374 +59%
CIBC Asset Management
41
CIBC Asset Management
Ontario, Canada
$19.1M -$1.2M -23,449 -5%
UBS AM
42
UBS AM
Illinois
$18.6M +$1.03M +20,253 +5%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$17.8M -$3.5M -68,527 -15%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$17.2M +$1.68M +32,875 +10%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$15.4M +$6.17M +120,815 +58%
CIBC World Market
46
CIBC World Market
Ontario, Canada
$14.4M +$1.61M +31,578 +11%
Millennium Management
47
Millennium Management
New York
$14.1M +$14.4M +282,556 +1,459%
CAI
48
Capital Advisors Inc
Oklahoma
$13.6M +$521K +10,211 +4%
NAM
49
NewGen Asset Management
Ontario, Canada
$12.9M +$13.4M +262,381 +2,079%
Charles Schwab
50
Charles Schwab
California
$12.9M +$3.14M +61,465 +29%

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.