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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
O
76
Ossiam
France
$4.05M +$2.33M +75,704 +107%
UBS Group
77
UBS Group
Switzerland
$4.04M +$193K +6,261 +4%
GAA
78
Green Alpha Advisors
Colorado
$3.84M +$1.53M +49,748 +56%
Raymond James Financial
79
Raymond James Financial
Florida
$3.68M +$4.09M +133,012 New
ACG
80
Aventail Capital Group
New York
$3.5M +$3.89M +126,464 New
NIA
81
NIA Impact Advisors
California
$3.45M +$362K +11,766 +10%
DekaBank Deutsche Girozentrale
82
DekaBank Deutsche Girozentrale
Germany
$3.37M
VanEck Associates
83
VanEck Associates
New York
$3.35M +$141K +4,572 +4%
Citadel Advisors
84
Citadel Advisors
Florida
$3.29M +$590K +19,185 +19%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$3.23M -$61.6K -2,004 -2%
NI
86
Natural Investments
California
$2.86M +$3.18M +103,578 New
Jane Street
87
Jane Street
New York
$2.83M +$2.11M +68,477 +203%
Franklin Resources
88
Franklin Resources
California
$2.79M -$1.56M -50,781 -34%
Stifel Financial
89
Stifel Financial
Missouri
$2.77M -$50.4K -1,640 -2%
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$2.69M -$113K -3,687 -4%
SAM
91
Steinberg Asset Management
New York
$2.63M
First Manhattan
92
First Manhattan
New York
$2.48M -$586K -19,045 -18%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$2.46M
SO
94
STRS Ohio
Ohio
$2.35M +$198K +6,434 +8%
Toronto Dominion Bank
95
Toronto Dominion Bank
Ontario, Canada
$2.25M -$424K -13,792 -14%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$2.23M +$1.54M +50,082 +164%
M
97
Mirova
France
$2.22M -$669K -21,764 -21%
Aviva
98
Aviva
United Kingdom
$2.07M +$2.3M +74,812 New
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.99M +$17.8K +579 +0.8%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$1.96M -$334K -10,870 -13%

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.