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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
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.4M -$712K -23,165 -6%
NSCM
52
New South Capital Management
Tennessee
$10.3M -$60.1K -1,955 -0.5%
Fidelity International
53
Fidelity International
Bermuda
$10.3M -$1.74M -56,441 -13%
Charles Schwab
54
Charles Schwab
California
$10.2M +$94.3K +3,066 +0.8%
Invesco
55
Invesco
Georgia
$9.86M +$462K +15,038 +4%
LSAG
56
Lake Street Advisors Group
New Hampshire
$9.07M -$215K -6,984 -2%
HPG
57
Harvest Portfolios Group
Ontario, Canada
$8.66M +$462K +15,009 +5%
RAM
58
Rempart Asset Management
Canada
$8.45M +$239K +7,775 +3%
AMAL
59
Asset Management Advisors LLC
Oklahoma
$8.4M +$3.33M +108,385 +56%
DC
60
Davenport & Co
Virginia
$7.51M +$208K +6,766 +3%
Amundi
61
Amundi
France
$6.5M -$1.32M -43,000 -15%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$6.41M -$6.98K -227 -0.1%
BCM
63
Becker Capital Management
Oregon
$6.18M +$139K +4,523 +2%
UBS AM
64
UBS AM
Illinois
$6.12M -$1.5M -48,710 -18%
PI
65
PFG Investments
New York
$5.48M +$7.93K +258 +0.1%
OC
66
Oppenheimer & Co
New York
$5.48M +$83.3K +2,710 +1%
Bank of Nova Scotia
67
Bank of Nova Scotia
Ontario, Canada
$5.4M +$17.3K +563 +0.3%
First Trust Advisors
68
First Trust Advisors
Illinois
$5.15M -$6.36M -206,941 -53%
OAM
69
Oppenheimer Asset Management
New York
$5.09M +$85K +2,764 +2%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$5.04M -$5.14M -167,238 -48%
SAM
71
Shell Asset Management
Netherlands
$5.04M -$1.22M -39,708 -18%
American Century Companies
72
American Century Companies
Missouri
$4.64M +$5.16M +167,804 New
CS
73
Cannell & Spears
New York
$4.42M +$3.8M +123,587 +342%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$4.26M -$128K -4,171 -3%
EP
75
Edgestream Partners
New Jersey
$4.06M +$4.52M +146,926 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.