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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
BC
1
Brookfield Corp
Ontario, Canada
$1.1B
Vanguard Group
2
Vanguard Group
Pennsylvania
$129M +$1.24M +47,139 +0.9%
Principal Financial Group
3
Principal Financial Group
Iowa
$115M +$6.62M +252,528 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$110M -$23.5M -895,266 -17%
Fidelity International
5
Fidelity International
Bermuda
$93.7M +$5.61M +213,828 +6%
BlackRock
6
BlackRock
New York
$91M +$6.1M +232,837 +7%
Legal & General Group
7
Legal & General Group
United Kingdom
$82.4M +$7.91M +301,808 +10%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$69.1M -$1.08M -41,092 -1%
Parnassus Investments
9
Parnassus Investments
California
$63.2M -$103M -3,918,476 -60%
CIBC Asset Management
10
CIBC Asset Management
Ontario, Canada
$60.2M +$21.1M +804,845 +49%
TWC
11
TD Waterhouse Canada
Ontario, Canada
$47.7M +$1.1M +41,941 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$46.7M +$20.9M +798,290 +72%
Morgan Stanley
13
Morgan Stanley
New York
$45.2M -$17.4M -664,059 -27%
Renaissance Technologies
14
Renaissance Technologies
New York
$42.8M -$996K -38,000 -2%
CIA
15
ClearBridge Investments (Australia)
Australia
$42.5M -$4.08M -155,674 -8%
Norges Bank
16
Norges Bank
Norway
$40.3M +$380K +14,511 +0.9%
SC
17
Scotia Capital
Ontario, Canada
$40.2M +$871K +33,223 +2%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$39.5M -$6.59M -251,298 -14%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$37.6M +$10.6M +403,155 +36%
State Street
20
State Street
Massachusetts
$35.1M -$405K -15,462 -1%
ClearBridge Investments
21
ClearBridge Investments
New York
$33.8M +$6.76M +257,798 +23%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$33.1M +$8.63M +329,110 +32%
Bank of America
23
Bank of America
North Carolina
$32.8M +$11.7M +447,688 +50%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$29.3M +$9.35M +356,580 +43%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$29.2M +$1.36M +51,851 +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.