Brookfield Renewable
219 hedge funds and large institutions have $4.12B invested in Brookfield Renewable in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 22 closing their positions.
50% more call options, than puts
Call options by funds: $12.6M | Put options by funds: $8.42M
28% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 54
23% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 22
0% more funds holding
Funds holding: 219 → 219 (0)
0.18% less ownership
Funds ownership: 63.58% → 63.4% (-0.18%)
19% less capital invested
Capital invested by funds: $5.1B → $4.12B (-$979M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$41.6M |
| 2 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$39.3M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$27.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$15M |
| 5 |
LIP
Liontrust Investment Partners
London,
United Kingdom
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$81.2M |
| 2 |
Select Equity Group
New York
|
-$56M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$32M |
| 4 |
NAM
NewGen Asset Management
Toronto,
Ontario, Canada
|
-$14.4M |
| 5 |
Morgan Stanley
New York
|
-$13.4M |
BEP Hedge Fund Activity: Q4 2024 in Review
219 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q4 2024, worth a combined $4.12B — down 19% from $5.1B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BEP positions and 22 closed out — a net gain of 5 holders — while 69 added to existing stakes and 54 trimmed.
The largest buyer was CIBC Asset Management, adding an estimated $41.6M. The largest seller was Fidelity International, cutting an estimated $81.2M.
- 219 institutional investors held Brookfield Renewable (BEP) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $4.12B of Brookfield Renewable stock for Q4 2024, down 19% quarter-over-quarter.
- 27 funds opened new Brookfield Renewable positions in Q4 2024 and 22 closed out, a net change of +5 holders.
- The largest Brookfield Renewable buyer in Q4 2024 was CIBC Asset Management, an estimated $41.6M added.
- The largest Brookfield Renewable seller in Q4 2024 was Fidelity International, an estimated $81.2M sold.
Based on aggregated 13F filings for Q4 2024.