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Brookfield Renewable
BEPC

Overview Fund Activity

362 hedge funds and large institutions have $4.16B invested in Brookfield Renewable in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 116 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+6
Holders Change %
+1.69%
% of All Funds
5.24%
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
140
Reduced
116
Closed
34
Calls
$23.8M
Puts
$6.09M
Net Calls
+$17.7M
Net Calls Change
+$13.7M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$1.13B
2
CIA
ClearBridge Investments (Australia)
Australia
+$17.4M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$16.8M
4
GAM
Gotham Asset Management
New York
+$10.3M
5
First Trust Advisors
First Trust Advisors
Illinois
+$10.2M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$62.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.4M
3
BlackRock
BlackRock
New York
-$22M
4
Principal Financial Group
Principal Financial Group
Iowa
-$17.8M
5
Goldman Sachs
Goldman Sachs
New York
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
201
Pinnacle Wealth Management Group
Michigan
$447K +$98K +3,000 +28%
PA
202
Procyon Advisors
Connecticut
$432K +$23K +704 +6%
EP
203
EPIQ Partners
Minnesota
$430K -$75.1K -2,300 -15%
MWM
204
Modern Wealth Management
Kansas
$429K +$22.3K +684 +5%
Creative Planning
205
Creative Planning
Kansas
$424K +$82.1K +2,513 +24%
BIA
206
Beacon Investment Advisors
Maryland
$416K +$457 +14 +0.1%
HWM
207
HB Wealth Management
Georgia
$413K -$35K -1,072 -8%
ADBIC
208
A.D. Beadell Investment Counsel
Wisconsin
$409K +$139K +4,275 +52%
AI
209
Atria Investments
North Carolina
$384K +$523 +16 +0.1%
MIM
210
Moseley Investment Management
Florida
$376K -$1.99K -61 -0.5%
QCM
211
Quantinno Capital Management
New York
$341K -$44.8K -1,372 -12%
GC
212
Gilbert & Cook
Iowa
$340K -$1.47K -45 -0.4%
SWP
213
Strategic Wealth Partners
Ohio
$333K +$6.53K +200 +2%
BAM
214
Belpointe Asset Management
Nevada
$327K – – –
California State Teachers Retirement System (CalSTRS)
215
California State Teachers Retirement System (CalSTRS)
California
$324K +$1.96K +60 +0.6%
QC
216
Quadrature Capital
United Kingdom
$318K +$318K +9,740 New
TRCT
217
Tower Research Capital (TRC)
New York
$311K -$25.1K -768 -7%
SWM
218
SeaCrest Wealth Management
New York
$306K – – –
AUB
219
Atlantic Union Bankshares
Virginia
$296K -$5.94K -182 -2%
FHA
220
Flagship Harbor Advisors
Massachusetts
$279K +$279K +8,549 New
BONST
221
Bank of Nova Scotia Trust
Ontario, Canada
$278K – – –
WT
222
Washington Trust
Rhode Island
$274K – – –
SIG
223
Stonegate Investment Group
Alabama
$273K – – –
P
224
&Partners
Tennessee
$271K -$137K -4,193 -34%
KAS
225
Kestra Advisory Services
Texas
$268K -$9.77K -299 -4%
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