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Brookfield Renewable

364 hedge funds and large institutions have $4.22B invested in Brookfield Renewable in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 116 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $6.09M

52% more capital invested

Capital invested by funds: $2.77B → $4.22B (+$1.44B)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

22% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 116

17.54% more ownership

Funds ownership: 54.35%71.88% (+18%)

2% more funds holding

Funds holding: 357364 (+7)

Holders
364
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
5.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
142
Reduced
116
Closed
33
Calls
$23.8M
Puts
$6.09M
Net Calls
+$17.7M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
P
226
&Partners
Tennessee
$271K -$122K -4,193 -34%
KAS
227
Kestra Advisory Services
Texas
$268K -$8.67K -299 -4%
MKA
228
M. Kulyk & Associates
Georgia
$266K -$20.7K -715 -8%
TC
229
TownSquare Capital
Utah
$254K +$225K +7,771 New
MSRPS
230
Maryland State Retirement & Pension System
Maryland
$252K -$68.9K -2,375 -24%
DWM
231
Dorchester Wealth Management
Quebec, Canada
$250K
SPIA
232
Steward Partners Investment Advisory
New York
$247K -$582K -20,077 -73%
URS
233
Utah Retirement Systems
Utah
$238K
AB
234
Amalgamated Bank
New York
$235K -$254K -8,767 -55%
SC
235
Seldon Capital
California
$233K
PCA
236
Pallas Capital Advisors
Massachusetts
$233K +$202K +6,970 New
VAS
237
Vestmark Advisory Solutions
Massachusetts
$230K +$204K +7,041 New
WA
238
WealthTrust Axiom
Pennsylvania
$220K +$195K +6,722 New
Assenagon Asset Management
239
Assenagon Asset Management
Luxembourg
$214K +$190K +6,560 New
RSWM
240
Robertson Stephens Wealth Management
California
$214K +$190K +6,555 New
EWS
241
Evergreen Wealth Solutions
Pennsylvania
$213K +$189K +6,532 New
AF
242
Aviso Financial
Ontario, Canada
$204K +$5.92K +204 +3%
CM
243
Crestline Management
Texas
$203K +$180K +6,219 New
TCOO
244
Trust Company of Oklahoma
Oklahoma
$202K +$180K +6,200 New
ACM
245
Adalta Capital Management
New York
$195K
PS
246
Principal Securities
Iowa
$194K +$2.29K +79 +1%
Simplex Trading
247
Simplex Trading
Illinois
$191K +$161K +5,566 +1,900%
JEST
248
JTC Employer Solutions Trustee
Jersey
$189K
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$155K +$19.9K +686 +17%
SG Americas Securities
250
SG Americas Securities
New York
$149K -$33.5K -1,154 -20%

BEPC Hedge Fund Activity: Q3 2024 in Review

364 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEPC) for Q3 2024, worth a combined $4.22B — up 52% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new BEPC positions and 33 closed out — a net gain of 9 holders — while 142 added to existing stakes and 116 trimmed.

The largest buyer was Brookfield Corp, adding an estimated $1.01B. The largest seller was Fidelity International, cutting an estimated $55.5M.

  • 364 institutional investors held Brookfield Renewable (BEPC) as of Q3 2024, up from 357 in Q2 2024.
  • Funds reported $4.22B of Brookfield Renewable stock for Q3 2024, up 52% quarter-over-quarter.
  • 42 funds opened new Brookfield Renewable positions in Q3 2024 and 33 closed out, a net change of +9 holders.
  • The largest Brookfield Renewable buyer in Q3 2024 was Brookfield Corp, an estimated $1.01B added.
  • The largest Brookfield Renewable seller in Q3 2024 was Fidelity International, an estimated $55.5M sold.

Based on aggregated 13F filings for Q3 2024.