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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
GM
326
GeoWealth Management
Illinois
$3.76K +$3.33K +115 New
CTA
327
Colonial Trust Advisors
South Carolina
$3.41K +$29 +1 +1%
CA
328
CoreCap Advisors
Michigan
$3.27K
EB
329
Eastern Bank
Massachusetts
$3.27K +$2.9K +100 New
NS
330
NBC Securities
Alabama
$3K
HWM
331
Hemington Wealth Management
Virginia
$3K +$3.77K +130 New
BCMLT
332
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.48K +$2.2K +76 New
FHA
333
First Horizon Advisors
Tennessee
$2.42K +$522 +18 +32%
ZB
334
Zions Bancorporation
Utah
$2.35K -$841 -29 -29%
JWA
335
JFS Wealth Advisors
Pennsylvania
$2.25K +$725 +25 +57%
AAM
336
Advisors Asset Management
Colorado
$2.09K -$139K -4,786 -99%
T
337
Tidemark
California
$1.8K
BAM
338
Bellevue Asset Management
Washington
$1.44K
MFT
339
Moisand Fitzgerald Tamayo
Florida
$1.41K
CWA
340
Carolina Wealth Advisors
South Carolina
$1.37K +$1.22K +42 New
AFG
341
Albion Financial Group
Utah
$1.34K
CWP
342
Concord Wealth Partners
Virginia
$1.27K +$1.13K +39 New
BGAI
343
Bruce G. Allen Investments
Colorado
$1.24K
JFGIW
344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.21K +$1.07K +37 New
VWM
345
Venturi Wealth Management
Texas
$1.05K -$667 -23 -42%
GWM
346
Geneos Wealth Management
Colorado
$1.04K +$928 +32 New
BIG
347
Brooklyn Investment Group
New York
$1.01K +$899 +31 New
CAL
348
Capital Advisors Ltd
Ohio
$1K
FPB
349
First PREMIER Bank
South Dakota
$1K
HGERS
350
Householder Group Estate & Retirement Specialist
Arizona
$1K +$928 +32 New

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.