Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Brookfield Renewable Energy (BEP)

254 + Investors. Track Smart Money conviction in BEP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
4Q ▲
Buyers last Q
52%

Smart Money Signals — BEP

Based on 257 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added BEP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
257 hedge funds hold BEP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

102 buying93 selling
Last quarter: 102 funds bought or added vs 93 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~40 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 29 → 35 → 40. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new
153 out of 257 hedge funds have held BEP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+18% value, -2% shares)

Value
+17%
Shares
-2%
Last quarter: total value of institutional BEP holdings rose +18% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

27 → 22 → 29 → 35 → 40 new funds/Q
New funds entering each quarter: 22 → 29 → 35 → 40. A growing number of institutions are discovering BEP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 22% newcomers

■ 66% veterans ■ 12% 1-2yr ■ 22% new
Entry-cohort mix of 267 holders: 175 (66%) are 2+ year veterans, 32 entered 1–2 years ago, and 60 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
32 of 256 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BEP

In 2026 Q1, 102 hedge funds were net buyers of BEP (40 opened a new position, 62 added to an existing one), while 93 reduced or exited (70 trimmed, 23 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in BEP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 257.

Hedge Fund Ownership: BEP

How many hedge funds hold BEP — quarterly history vs. share price
Quarterly hedge fund ownership of BEP vs. share price

Market Analysis: BEP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BEP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Brookfield Renewable Energy (BEP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BEP has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
BEP
+4.9%
XLU
-3.1%

BEP outperformed XLU by +8.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
BEP
-0.4%
XLU
+89.7%

Since the filing became public, BEP outperformed XLU by -90.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 2 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: BEP
254 + Investors

Track Smart Money conviction in BEP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 254 240 5.83%
13F Shares 185M 189M -2.11%
Total Value $6.02B $5.12B 17.55%
New Positions 39 35 +4
Increased Positions 58 67 -9
Closed Positions 25 23 +2
Reduced Positions 67 58 +9
Total Calls 5 7 -28.57%
Total Puts 6 5 20.0%
PUT/CALL Ratio 1.2 0.71 Neutral

Statistics: BEP

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

254 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BEP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BEP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nightview Capital, LLC 4.30% 172,167 $5.6M
2 BROOKFIELD Corp /ON/ 3.58% 81,306,719 $2.65B
3 NewGen Asset Management Ltd 3.02% 239,500 $7.8M
4 Walnut Private Equity Partners, LLC 2.37% 131,804 $4.3M
5 Tacita Capital Inc 2.19% 113,880 $3.7M
6 Northern Right Capital Management, L.P. 1.85% 159,439 $5.2M
7 Rempart Asset Management Inc. 1.85% 270,514 $8.8M
8 PCJ Investment Counsel Ltd. 1.58% 170,580 $5.6M
9 Deltroit Asset Management (UK) LLP 1.53% 291,396 $9.5M
10 Foresight Group Ltd Liability Partnership 1.47% 213,209 $8.3M
11 Epiq Partners, LLC 1.41% 92,457 $3.0M
12 Davis-Rea LTD. 1.18% 138,822 $4.5M
13 Gold Investment Management Ltd. 1.06% 104,790 $3.4M
14 Sage Investment Counsel LLC 0.79% 21,925 $716K
15 Intact Investment Management INC. 0.73% 783,147 $25.5M
16 Purpose Unlimited Inc. 0.64% 471,975 $15.4M
17 Bowen Hanes & Co Inc 0.62% 780,705 $25.5M
18 Waratah Capital Advisors Ltd. 0.61% 488,000 $15.9M
19 SIG North Trading, ULC 0.51% 785,500 $25.6M
20 Picton Mahoney Asset Management 0.45% 1,878,324 $61.3M
21 Credit Industriel Et Commercial 0.42% 165,530 $5.4M
22 Scotia Capital INC. 0.39% 2,878,619 $93.7M
23 Wealth Care LLC 0.37% 12,591 $411K
24 Adalta Capital Management LLC 0.35% 22,451 $734K
25 NINE MASTS CAPITAL Ltd 0.34% 72,918 $2.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Brookfield Renewable Energy (BEP)

What does the Smart Money Trend signal show for BEP?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added BEP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BEP?

Slight buying edge — 52% buying: Last quarter: 102 funds bought or added vs 93 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BEP holders?

Strong quality — 33% AUM from major funds: 32 of 256 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BEP?

60% of holders stayed for 2+ years: 153 out of 257 hedge funds have held BEP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Brookfield Renewable Energy (BEP) following the 2026 Q1 hedge fund 13F filings?

As of today, BEP has moved -0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +89.7% for the XLU sector ETF — an outperformance of -90.1%. Since the quarter end (March 31, 2026), BEP has gained +4.9% vs -3.1% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →