We are live on ! Find out more
BEPC icon

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
T
326
Tidemark
California
$1.52K
MFT
327
Moisand Fitzgerald Tamayo
Florida
$1.19K
CWA
328
Carolina Wealth Advisors
South Carolina
$1.16K
AFG
329
Albion Financial Group
Utah
$1.14K
BWL
330
Bogart Wealth LLC
Virginia
$1.13K +$1.26K +41 New
CWP
331
Concord Wealth Partners
Virginia
$1.08K
BGAI
332
Bruce G. Allen Investments
Colorado
$1.05K
AssetMark Inc
333
AssetMark Inc
California
$885 +$984 +32 New
SIC
334
SJS Investment Consulting
Ohio
$803 +$92 +3 +12%
CFFP
335
Center for Financial Planning
Michigan
$609
SN
336
Sittner & Nelson
Oregon
$581 +$646 +21 New
WA
337
WPG Advisers
Maryland
$581 +$646 +21 New
LSA
338
Leonteq Securities AG
Switzerland
$470 +$523 +17 New
PAI
339
Pittenger & Anderson Inc
Nebraska
$415
AP
340
Aspect Partners
Virginia
$277
MHR
341
Matthew Hamilton Rosenberg
$277
RIL
342
Rothschild Investment LLC
Illinois
$277
GFPC
343
Global Financial Private Client
Florida
$221 +$246 +8 New
SSG
344
Summit Securities Group
New York
$194 +$215 +7 New
TWD
345
True Wealth Design
Ohio
$166
WCM
346
WealthTrak Capital Management
Virginia
$139 +$154 +5 New
CIAM
347
Caitong International Asset Management
Hong Kong
$138 +$154 +5 New
QC
348
Quent Capital
New York
$111 +$92 +3 +300%
PWM
349
Parkworth Wealth Management
California
$111 +$123 +4 New
HWA
350
Heritage Wealth Advisors
Virginia
$83

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.