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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
AWCI
101
Alpine Woods Capital Investors
New York
$2.1M -$160K -6,085 -6%
LM
102
Lincluden Management
Ontario, Canada
$2.07M +$2.17M +82,654 +5,102%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$2.06M -$284K -10,852 -11%
Franklin Resources
104
Franklin Resources
California
$2.02M +$1.14M +43,323 +112%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
105
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.88M -$53K -2,022 -3%
RJA
106
Raymond James & Associates
Florida
$1.88M -$1.86M -71,028 -48%
Citadel Advisors
107
Citadel Advisors
Florida
$1.85M -$1.59M -60,713 -45%
Mackenzie Financial
108
Mackenzie Financial
Ontario, Canada
$1.79M +$1.35M +51,427 +238%
Millennium Management
109
Millennium Management
New York
$1.79M -$3.71M -141,464 -66%
AllianceBernstein
110
AllianceBernstein
Tennessee
$1.78M -$233K -8,885 -11%
GAM
111
Gotham Asset Management
New York
$1.77M -$1.97M -75,038 -51%
SEC
112
Seven Eight Capital
New York
$1.77M +$1.89M +72,022 New
IMRF
113
Illinois Municipal Retirement Fund
Illinois
$1.7M -$789K -30,108 -30%
APF
114
Alaska Permanent Fund
Alaska
$1.67M -$5.53M -210,808 -76%
FLC
115
Fifth Lane Capital
Texas
$1.62M +$1.72M +65,789 New
Man Group
116
Man Group
United Kingdom
$1.61M +$379K +14,465 +28%
CA
117
Corrado Advisors
New Jersey
$1.61M +$115K +4,404 +7%
IIM
118
INTECH Investment Management
Florida
$1.51M +$1.62M +61,674 New
EP
119
Edgestream Partners
New Jersey
$1.51M +$1.61M +61,450 New
IIM
120
InTrack Investment Management
Vermont
$1.49M +$541K +20,645 +51%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.49M -$138K -5,246 -8%
KS
122
Karpas Strategies
Connecticut
$1.47M +$23.7K +904 +2%
BF
123
BOK Financial
Oklahoma
$1.47M +$1.57M +59,768 New
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$1.46M +$10.7K +410 +0.7%
Osaic Holdings
125
Osaic Holdings
Arizona
$1.45M +$244K +9,313 +19%

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.