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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
BRIA
201
Balanced Rock Investment Advisors
Massachusetts
$478K -$7.48K -258 -2%
CCWM
202
Correct Capital Wealth Management
Missouri
$454K -$574K -19,808 -59%
PWMG
203
Pinnacle Wealth Management Group
Michigan
$447K +$87K +3,000 +28%
PA
204
Procyon Advisors
Connecticut
$432K +$20.4K +704 +6%
EP
205
EPIQ Partners
Minnesota
$430K -$66.7K -2,300 -15%
MWM
206
Modern Wealth Management
Kansas
$429K +$19.8K +684 +5%
Creative Planning
207
Creative Planning
Kansas
$424K +$72.9K +2,513 +24%
BIA
208
Beacon Investment Advisors
Maryland
$416K +$406 +14 +0.1%
HWM
209
HB Wealth Management
Georgia
$413K -$31.1K -1,072 -8%
ADBIC
210
A.D. Beadell Investment Counsel
Wisconsin
$409K +$124K +4,275 +52%
AI
211
Atria Investments
North Carolina
$384K +$464 +16 +0.1%
MIM
212
Moseley Investment Management
Florida
$376K -$1.77K -61 -0.5%
QCM
213
Quantinno Capital Management
New York
$341K -$39.8K -1,372 -12%
GC
214
Gilbert & Cook
Iowa
$340K -$1.3K -45 -0.4%
SWP
215
Strategic Wealth Partners
Ohio
$333K +$5.8K +200 +2%
BAM
216
Belpointe Asset Management
Nevada
$327K
California State Teachers Retirement System (CalSTRS)
217
California State Teachers Retirement System (CalSTRS)
California
$324K +$1.74K +60 +0.6%
QC
218
Quadrature Capital
United Kingdom
$318K +$282K +9,740 New
TRCT
219
Tower Research Capital (TRC)
New York
$311K -$22.3K -768 -7%
SWM
220
SeaCrest Wealth Management
New York
$306K
AUB
221
Atlantic Union Bankshares
Virginia
$296K -$5.28K -182 -2%
FHA
222
Flagship Harbor Advisors
Massachusetts
$279K +$1.07K +37 +0.4%
BONST
223
Bank of Nova Scotia Trust
Ontario, Canada
$278K
WT
224
Washington Trust
Rhode Island
$274K
SIG
225
Stonegate Investment Group
Alabama
$273K

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.