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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
BC
1
Brookfield Corp
Ontario, Canada
$2.1B -$766M -15,000,000 -25%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$616M +$114M +2,238,281 +21%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$455M +$144M +2,820,832 +57%
BlackRock
4
BlackRock
New York
$349M +$99.1M +1,942,162 +35%
Fidelity International
5
Fidelity International
Bermuda
$254M -$179M -3,508,752 -39%
CIA
6
ClearBridge Investments (Australia)
Australia
$140M -$14M -273,436 -8%
Vanguard Group
7
Vanguard Group
Pennsylvania
$126M +$116M +2,263,989 +532%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$116M -$2.67M -52,280 -2%
N
9
Nuveen
North Carolina
$105M +$80.8M +1,582,280 +238%
Renaissance Technologies
10
Renaissance Technologies
New York
$98.1M -$58.4M -1,143,800 -35%
State Street
11
State Street
Massachusetts
$95.8M +$16.5M +323,638 +19%
PAMU
12
Pictet Asset Management (UK)
United Kingdom
$94.1M -$16.6M -325,398 -13%
Principal Financial Group
13
Principal Financial Group
Iowa
$70.5M +$31.1M +609,706 +68%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$68M +$3.07M +60,048 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$58.8M +$16.5M +322,393 +34%
Baillie Gifford & Co
16
Baillie Gifford & Co
United Kingdom
$52M -$874K -17,112 -2%
Northern Trust
17
Northern Trust
Illinois
$50.9M +$5.55M +108,622 +11%
EAM
18
Eventide Asset Management
Massachusetts
$45.8M +$26.1M +510,957 +109%
KACA
19
Kayne Anderson Capital Advisors
California
$45.7M +$113K +2,219 +0.2%
Morgan Stanley
20
Morgan Stanley
New York
$42.5M +$26.2M +513,095 +130%
Norges Bank
21
Norges Bank
Norway
$40.7M -$5.69M -111,481 -11%
JP Morgan Chase
22
JP Morgan Chase
New York
$35.1M +$5.33M +104,487 +16%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$34.8M +$15.2M +297,708 +67%
SAM
24
Storebrand Asset Management
Norway
$30.9M +$4.63M +90,774 +16%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$30.1M +$3.55M +69,472 +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.