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Brookfield Renewable

353 hedge funds and large institutions have $2.55B invested in Brookfield Renewable in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 120 increasing their positions, 126 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $15.8M | Put options by funds: $8.99M

5% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 126

10% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 61

3% less funds holding

Funds holding: 364353 (-11)

20.51% less ownership

Funds ownership: 71.88%51.37% (-21%)

39% less capital invested

Capital invested by funds: $4.22B → $2.55B (-$1.66B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
353
Holders Change
-11
Holders Change %
-3.02%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
55
Increased
120
Reduced
126
Closed
61
Calls
$15.8M
Puts
$8.99M
Net Calls
+$6.77M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
301
Tortoise Investment Management
New York
$7.22K
AWM
302
AllSquare Wealth Management
New York
$6.22K
MWA
303
Medallion Wealth Advisors
Connecticut
$6.22K +$6.92K +225 New
GIBU
304
Gulf International Bank (UK)
United Kingdom
$6K -$17.3K -562 -72%
VNA
305
Valley National Advisers
Pennsylvania
$6K
MG
306
Mather Group
Illinois
$5.89K
MCM
307
Manchester Capital Management
Vermont
$5.23K +$1.2K +39 +26%
MCM
308
MV Capital Management
Maryland
$4.18K
BIA
309
Bell Investment Advisors
California
$3.87K
NWWA
310
New Wave Wealth Advisors
Arkansas
$3.87K +$4.3K +140 New
PFBT
311
Parkside Financial Bank & Trust
Missouri
$3.57K -$5.66K -184 -59%
AAM
312
Advisors Asset Management
Colorado
$3.57K +$2K +65 +102%
GWM
313
Geneos Wealth Management
Colorado
$3.04K +$2.4K +78 +244%
PFG
314
Putney Financial Group
California
$3.04K +$3.38K +110 New
HWM
315
Hemington Wealth Management
Virginia
$3K -$61 -2 -2%
CTA
316
Colonial Trust Advisors
South Carolina
$2.88K
Credit Agricole
317
Credit Agricole
France
$2.88K -$84.6K -2,750 -96%
CA
318
CoreCap Advisors
Michigan
$2.77K
VCM
319
Versant Capital Management
Arizona
$2.63K +$2.92K +95 New
CTC
320
Central Trust Company
Missouri
$2.57K +$2.86K +93 New
ZB
321
Zions Bancorporation
Utah
$2.41K +$461 +15 +21%
JFGIW
322
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.35K +$1.57K +51 +138%
BCMLT
323
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.1K
FHA
324
First Horizon Advisors
Tennessee
$2.05K
CT
325
Clearstead Trust
Maine
$1.85K +$2.06K +67 New

BEPC Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEPC) for Q4 2024, worth a combined $2.55B — down 39% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of BEPC and 55 opened new positions — a net loss of 6 holders — while 126 trimmed existing stakes and 120 added.

The largest buyer was Robeco Schweiz, opening a new position worth an estimated $61.9M. The largest seller was Brookfield Corp, cutting an estimated $1.07B.

  • 353 institutional investors held Brookfield Renewable (BEPC) as of Q4 2024, down from 364 in Q3 2024.
  • Funds reported $2.55B of Brookfield Renewable stock for Q4 2024, down 39% quarter-over-quarter.
  • 55 funds opened new Brookfield Renewable positions in Q4 2024 and 61 closed out, a net change of -6 holders.
  • The largest Brookfield Renewable buyer in Q4 2024 was Robeco Schweiz, an estimated $61.9M added.
  • The largest Brookfield Renewable seller in Q4 2024 was Brookfield Corp, an estimated $1.07B sold.

Based on aggregated 13F filings for Q4 2024.