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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
WC
151
Waterloo Capital
Texas
$891K -$50.7K -1,748 -6%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$882K -$61.2K -2,111 -7%
SSWM
153
Smith Salley Wealth Management
North Carolina
$871K +$5.97K +206 +0.8%
FIM
154
Freedom Investment Management
Connecticut
$845K -$41.5K -1,430 -5%
APWM
155
Argonautica Private Wealth Management
Massachusetts
$838K +$2.44K +84 +0.3%
LOAMS
156
Lombard Odier Asset Management (Switzerland)
Switzerland
$833K +$44K +1,518 +13%
Vontobel Holding
157
Vontobel Holding
Switzerland
$832K -$47K -1,621 -6%
Korea Investment Corp
158
Korea Investment Corp
South Korea
$814K -$4.53M -156,141 -86%
Los Angeles Capital Management
159
Los Angeles Capital Management
California
$796K -$4.04M -139,193 -85%
Two Sigma Advisers
160
Two Sigma Advisers
New York
$787K +$699K +24,100 New
KFC
161
Klingenstein Fields & Co
New York
$766K
TI
162
Tidal Investments
Wisconsin
$747K +$663K +22,862 New
Victory Capital Management
163
Victory Capital Management
Texas
$745K -$11.5K -395 -2%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$733K +$109K +3,746 +20%
FFM
165
Forum Financial Management
Illinois
$726K +$145 +5 +0%
NYLIM
166
New York Life Investment Management
New York
$701K -$34.1K -1,176 -5%
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$700K +$52.4K +1,806 +9%
GF
168
Gabelli Funds
New York
$683K -$34.8K -1,200 -5%
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
$665K +$590K +20,358 New
VPIM
170
Vanguard Personalized Indexing Management
California
$659K +$52.8K +1,820 +10%
AC
171
AXQ Capital
New Jersey
$655K +$46.6K +1,606 +9%
SEI Investments
172
SEI Investments
Pennsylvania
$648K -$111K -3,815 -16%
HDIM
173
Hanson & Doremus Investment Management
Vermont
$635K +$83.5K +2,878 +17%
TPCW
174
TD Private Client Wealth
New York
$628K -$96.2K -3,316 -15%
Allianz Asset Management
175
Allianz Asset Management
Germany
$609K

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.