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
AI
376
Atria Investments
North Carolina
-$384K -11,770 Closed
AUB
377
Atlantic Union Bankshares
Virginia
-$296K -9,078 Closed
WT
378
Washington Trust
Rhode Island
-$274K -8,380 Closed
DWM
379
Dorchester Wealth Management
Quebec, Canada
-$250K -8,338 Closed
MKA
380
M. Kulyk & Associates
Georgia
-$266K -8,136 Closed
SC
381
Seldon Capital
California
-$233K -7,143 Closed
VAS
382
Vestmark Advisory Solutions
Massachusetts
-$230K -7,041 Closed
PCA
383
Pallas Capital Advisors
Massachusetts
-$233K -6,970 Closed
WA
384
WealthTrust Axiom
Pennsylvania
-$220K -6,722 Closed
Assenagon Asset Management
385
Assenagon Asset Management
Luxembourg
-$214K -6,560 Closed
RSWM
386
Robertson Stephens Wealth Management
California
-$214K -6,555 Closed
EWS
387
Evergreen Wealth Solutions
Pennsylvania
-$213K -6,532 Closed
CM
388
Crestline Management
Texas
-$203K -6,219 Closed
JEST
389
JTC Employer Solutions Trustee
Jersey
-$189K -5,763 Closed
SG Americas Securities
390
SG Americas Securities
New York
-$149K -4,573 Closed
KC
391
Kepos Capital
New York
-$124K -3,807 Closed
BIC
392
Beach Investment Counsel
Pennsylvania
-$53K -1,612 Closed
MMG
393
Monetary Management Group
Missouri
-$32.7K -1,000 Closed
BFPW
394
BOK Financial Private Wealth
Colorado
-$23.1K -708 Closed
CJ
395
Caitlin John
Michigan
-$15.4K -500 Closed
HNB
396
Hilltop National Bank
Wyoming
-$16.3K -500 Closed
NB
397
NBT Bank
New York
-$15.9K -486 Closed
BTI
398
Blue Trust Inc
Georgia
-$8K -282 Closed
CAS
399
Coppell Advisory Solutions
Texas
-$5.16K -157 Closed
HI
400
Harbour Investments
Wisconsin
-$4.05K -124 Closed

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.