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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
MIM
201
Moseley Investment Management
Florida
$390K +$248K +4,864 +141%
QT
202
Quantbot Technologies
New York
$390K +$426K +8,343 New
BHTS
203
Bar Harbor Trust Services
Maine
$381K +$153K +3,001 +58%
Stifel Financial
204
Stifel Financial
Missouri
$365K -$2.08M -40,799 -84%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$358K +$258K +5,045 +195%
MFS
206
Mirabella Financial Services
United Kingdom
$353K -$53.5K -1,047 -12%
CAG
207
Crestwood Advisors Group
Massachusetts
$353K
PP
208
PDT Partners
New York
$352K -$67K -1,313 -15%
M
209
Mirova
France
$351K +$153K +3,000 +67%
OFS
210
OneAscent Financial Services
Alabama
$334K +$52.2K +1,023 +17%
OWP
211
Obermeyer Wealth Partners
Colorado
$327K +$357K +6,984 New
BIM
212
Baldwin Investment Management
Pennsylvania
$325K
SLA
213
Silver Lake Advisory
Utah
$320K
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$309K +$33.6K +658 +11%
SPC
215
Sigma Planning Corp
Michigan
$307K +$136K +2,660 +68%
SM
216
Sciencast Management
New Jersey
$306K +$334K +6,540 New
GC
217
Guggenheim Capital
Illinois
$304K -$1.12K -22 -0.3%
GWM
218
Gitterman Wealth Management
New Jersey
$304K +$331K +6,489 New
V
219
Veritable
Delaware
$299K -$15.4K -302 -5%
ACM
220
Adalta Capital Management
New York
$281K
RMCM
221
Reynders McVeigh Capital Management
Massachusetts
$279K
QI
222
QS Investors
New York
$279K +$128K +2,500 +72%
Marshall Wace
223
Marshall Wace
United Kingdom
$272K +$296K +5,800 New
WA
224
WealthTrust Axiom
Pennsylvania
$267K +$255 +5 +0.1%
WT
225
Washington Trust
Rhode Island
$266K +$31.5K +617 +12%

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.