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
BWM
201
BKM Wealth Management
Wisconsin
$390K +$73.3K +2,797 +21%
CM
202
CoreCommodity Management
Connecticut
$387K
KACA
203
Kayne Anderson Capital Advisors
California
$382K -$2.66M -101,554 -87%
FSA
204
Fort Sheridan Advisors
Illinois
$381K -$31.4K -1,199 -7%
Mariner
205
Mariner
Kansas
$380K +$28.8K +1,098 +8%
HDIM
206
Hanson & Doremus Investment Management
Vermont
$379K +$34.8K +1,327 +9%
Squarepoint
207
Squarepoint
New York
$378K +$33.2K +1,265 +9%
PAG
208
Private Advisor Group
New Jersey
$375K +$136K +5,205 +52%
LNC
209
Lincoln National Corp
Pennsylvania
$371K +$81.8K +3,120 +26%
DTL
210
Dynamic Technology Lab
Singapore
$370K -$859K -32,782 -69%
BRIA
211
Balanced Rock Investment Advisors
Massachusetts
$360K +$384K +14,656 New
ACM
212
Aquatic Capital Management
Illinois
$351K +$76K +2,900 +25%
Ameriprise
213
Ameriprise
Minnesota
$350K +$104K +3,978 +39%
Creative Planning
214
Creative Planning
Kansas
$348K +$49.9K +1,904 +16%
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$347K +$370K +14,132 New
ANBTV
216
American National Bank & Trust (Virginia)
Virginia
$345K +$369K +14,058 New
California State Teachers Retirement System (CalSTRS)
217
California State Teachers Retirement System (CalSTRS)
California
$332K -$226K -8,629 -39%
LOAMS
218
Lombard Odier Asset Management (Switzerland)
Switzerland
$314K +$338K +12,912 New
Public Sector Pension Investment Board (PSP Investments)
219
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$313K
GAM
220
Griffin Asset Management
New York
$307K +$6.16K +235 +2%
Cerity Partners
221
Cerity Partners
New York
$305K -$1.34M -51,191 -80%
GC
222
Gilbert & Cook
Iowa
$284K -$5.19K -198 -2%
CS
223
Candriam SCA
Luxembourg
$284K +$303K +11,551 New
PA
224
Procyon Advisors
Connecticut
$279K +$92.5K +3,530 +45%
EP
225
EPIQ Partners
Minnesota
$272K -$15.7K -600 -5%

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.