BEPC icon

Brookfield Renewable
BEPC

Overview Fund Activity

362 hedge funds and large institutions have $4.16B invested in Brookfield Renewable in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 116 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+6
Holders Change %
+1.69%
% of All Funds
5.24%
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
140
Reduced
116
Closed
34
Calls
$23.8M
Puts
$6.09M
Net Calls
+$17.7M
Net Calls Change
+$13.7M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$1.13B
2
CIA
ClearBridge Investments (Australia)
Australia
+$17.4M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$16.8M
4
GAM
Gotham Asset Management
New York
+$10.3M
5
First Trust Advisors
First Trust Advisors
Illinois
+$10.2M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$62.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.4M
3
BlackRock
BlackRock
New York
-$22M
4
Principal Financial Group
Principal Financial Group
Iowa
-$17.8M
5
Goldman Sachs
Goldman Sachs
New York
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
301
EverSource Wealth Advisors
Alabama
$14.7K +$2.61K +80 +22%
OC
302
Oarsman Capital
Wisconsin
$13.9K +$13.9K +427 New
AWM
303
Atticus Wealth Management
Florida
$13.5K – – –
LC
304
Lindbrook Capital
California
$13.4K +$13.4K +411 New
TCM
305
TruNorth Capital Management
Michigan
$12.3K – – –
WSFS
306
Wilmington Savings Fund Society
Delaware
$11.2K +$11.2K +344 New
CA
307
Continuum Advisory
Idaho
$10.4K +$9.41K +310 +912%
PFBT
308
Parkside Financial Bank & Trust
Missouri
$10.2K – – –
C
309
Covestor
United Kingdom
$10K -$163 -5 -2%
AT
310
Avalon Trust
New Mexico
$9.8K – – –
FFL
311
Financial Freedom LLC
Ohio
$9.58K +$98 +3 +1%
MSG
312
Main Street Group
Virginia
$9.41K – – –
BBHC
313
Brown Brothers Harriman & Co
New York
$8.56K – – –
TIM
314
Tortoise Investment Management
New York
$8.52K +$2.94K +90 +53%
BTI
315
Blue Trust Inc
Georgia
$8K +$7.55K +266 +1,663%
AWM
316
AllSquare Wealth Management
New York
$7.35K – – –
VNA
317
Valley National Advisers
Pennsylvania
$7K -$748 -25 -10%
MG
318
Mather Group
Illinois
$6.96K +$163 +5 +2%
CAS
319
Coppell Advisory Solutions
Texas
$5.16K – – –
MCM
320
MV Capital Management
Maryland
$4.93K -$163 -5 -3%
MCM
321
Manchester Capital Management
Vermont
$4.9K +$294 +9 +6%
BIA
322
Bell Investment Advisors
California
$4.57K – – –
HI
323
Harbour Investments
Wisconsin
$4.05K +$3.89K +119 +2,380%
GM
324
GeoWealth Management
Illinois
$3.76K +$3.76K +115 New
CTA
325
Colonial Trust Advisors
South Carolina
$3.41K +$33 +1 +1%
11 12
13
14 15