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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
SSA
151
Schonfeld Strategic Advisors
New York
$806K +$860K +32,800 New
EF
152
Empowered Funds
Pennsylvania
$755K -$47.8K -1,823 -6%
FIM
153
Freedom Investment Management
Connecticut
$752K -$169K -6,464 -17%
CS
154
Cannell & Spears
New York
$740K +$603K +22,998 +323%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$730K -$171K -6,537 -18%
CCWM
156
Correct Capital Wealth Management
Missouri
$721K +$159K +6,067 +26%
AAS
157
Avantax Advisory Services
Texas
$709K -$34K -1,298 -4%
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$705K -$56.3K -2,148 -7%
WC
159
Weil Company
California
$703K
YIH
160
Y-Intercept (HK)
Hong Kong
$694K +$233K +8,885 +46%
Citigroup
161
Citigroup
New York
$676K -$292K -11,126 -29%
Natixis Advisors
162
Natixis Advisors
Massachusetts
$669K -$240K -9,139 -25%
Bessemer Group
163
Bessemer Group
New Jersey
$669K
SPIA
164
Steward Partners Investment Advisory
New York
$667K -$203K -7,740 -22%
Vontobel Holding
165
Vontobel Holding
Switzerland
$666K +$168K +6,400 +31%
Mirae Asset Global Investments
166
Mirae Asset Global Investments
South Korea
$666K -$348K -13,273 -40%
LPL Financial
167
LPL Financial
California
$663K +$49.3K +1,881 +7%
SSWM
168
Smith Salley Wealth Management
North Carolina
$637K -$713K -27,211 -51%
SNT
169
SIG North Trading
Pennsylvania
$621K +$663K +25,276 New
AB
170
Amalgamated Bank
New York
$610K +$96.8K +3,693 +17%
X
171
Xponance
Pennsylvania
$607K +$309K +11,778 +91%
SO
172
STRS Ohio
Ohio
$597K -$3.85M -146,695 -86%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$584K +$623K +23,785 New
Victory Capital Management
174
Victory Capital Management
Texas
$581K -$12.7K -486 -2%
BCM
175
Bayesian Capital Management
New York
$577K +$346K +13,200 +129%

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.