We are live on ! Find out more
BEPC icon

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
OTPPB
176
Ontario Teachers' Pension Plan Board
Ontario, Canada
$571K -$1.12M -42,852 -65%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$562K +$9.36K +357 +2%
KFC
178
Klingenstein Fields & Co
New York
$561K -$100K -3,825 -14%
FFM
179
Forum Financial Management
Illinois
$556K +$11.1K +422 +2%
GF
180
Gabelli Funds
New York
$550K -$105K -3,999 -15%
Charles Schwab
181
Charles Schwab
California
$513K +$20.9K +796 +4%
TG
182
TCW Group
California
$498K -$51.5K -1,963 -9%
NYLIM
183
New York Life Investment Management
New York
$497K -$15.8K -604 -3%
AC
184
AXQ Capital
New Jersey
$495K +$528K +20,149 New
HWA
185
Heritage Wealth Advisors
Virginia
$490K
WS
186
Wedbush Securities
California
$480K +$512K +19,523 New
VPIM
187
Vanguard Personalized Indexing Management
California
$464K +$288 +11 +0.1%
SEI Investments
188
SEI Investments
Pennsylvania
$461K -$493K -18,814 -50%
APWM
189
Argonautica Private Wealth Management
Massachusetts
$460K -$37.9K -1,445 -7%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$460K +$37.7K +1,439 +8%
GCAC
191
Guardian Capital Advisors (Canada)
Ontario, Canada
$459K +$84.7K +3,233 +18%
Los Angeles Capital Management
192
Los Angeles Capital Management
California
$455K +$485K +18,520 New
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$450K +$171K +6,507 +55%
JCM
194
Jacobi Capital Management
Pennsylvania
$431K +$25.8K +984 +6%
D.E. Shaw & Co
195
D.E. Shaw & Co
New York
$431K -$605K -23,081 -57%
PCIA
196
Prime Capital Investment Advisors
Kansas
$426K +$18.7K +713 +4%
LIP
197
Lighthouse Investment Partners
Florida
$415K -$80.5K -3,070 -15%
SPC
198
Sigma Planning Corp
Michigan
$413K +$229K +8,738 +108%
RJFSA
199
Raymond James Financial Services Advisors
Florida
$407K +$88.8K +3,387 +26%
VOYA Investment Management
200
VOYA Investment Management
Georgia
$392K -$19.1K -728 -4%

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.