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Brookfield Renewable

357 hedge funds and large institutions have $2.77B invested in Brookfield Renewable in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 142 increasing their positions, 117 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $17.7M

21% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 117

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

3% less funds holding

Funds holding: 368357 (-11)

13% less capital invested

Capital invested by funds: $3.18B → $2.77B (-$402M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17.28% less ownership

Funds ownership: 71.62%54.35% (-17%)

Holders
357
Holders Change
-11
Holders Change %
-2.99%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
45
Increased
142
Reduced
117
Closed
48
Calls
$21.7M
Puts
$17.7M
Net Calls
+$4M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$286M -$970M -34,719,683 -77%
Vanguard Group
2
Vanguard Group
Pennsylvania
$155M +$5.62M +200,927 +4%
Principal Financial Group
3
Principal Financial Group
Iowa
$135M +$2.25M +80,350 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$126M -$1.42M -50,841 -1%
BlackRock
5
BlackRock
New York
$104M -$813K -29,096 -0.8%
Legal & General Group
6
Legal & General Group
United Kingdom
$94.3M -$763K -27,292 -0.8%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$88.1M +$41.8M +1,496,098 +93%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$81.4M -$527K -18,838 -0.7%
Parnassus Investments
9
Parnassus Investments
California
$73M
Fidelity International
10
Fidelity International
Bermuda
$66.3M -$41.3M -1,477,049 -39%
Bank of America
11
Bank of America
North Carolina
$62.6M +$24.3M +869,616 +65%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$59.4M +$5.35M +191,550 +10%
EIP
13
Epoch Investment Partners
New York
$55.1M +$53.1M +1,898,258 +4,491%
CIBC Asset Management
14
CIBC Asset Management
Ontario, Canada
$54.9M -$14.4M -515,421 -21%
Norges Bank
15
Norges Bank
Norway
$47.7M +$1.14M +40,926 +2%
CIA
16
ClearBridge Investments (Australia)
Australia
$47.5M -$1.49M -53,256 -3%
Renaissance Technologies
17
Renaissance Technologies
New York
$47.1M -$2.3M -82,200 -5%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$46.4M +$2.96M +106,019 +7%
Morgan Stanley
19
Morgan Stanley
New York
$44.4M -$7.72M -276,187 -15%
ClearBridge Investments
20
ClearBridge Investments
New York
$44.2M +$5.11M +182,717 +13%
ACM
21
Advisors Capital Management
New Jersey
$42.3M +$19.9M +710,321 +91%
SC
22
Scotia Capital
Ontario, Canada
$41.8M -$4.5M -161,046 -10%
State Street
23
State Street
Massachusetts
$41.6M +$997K +35,683 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$41M +$2.79M +99,894 +7%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$39M -$1.3M -46,462 -3%

BEPC Hedge Fund Activity: Q2 2024 in Review

357 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEPC) for Q2 2024, worth a combined $2.77B — down 13% from $3.18B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of BEPC and 45 opened new positions — a net loss of 3 holders — while 117 trimmed existing stakes and 142 added.

The largest buyer was Epoch Investment Partners, adding an estimated $53.1M. The largest seller was Brookfield Corp, cutting an estimated $970M.

  • 357 institutional investors held Brookfield Renewable (BEPC) as of Q2 2024, down from 368 in Q1 2024.
  • Funds reported $2.77B of Brookfield Renewable stock for Q2 2024, down 13% quarter-over-quarter.
  • 45 funds opened new Brookfield Renewable positions in Q2 2024 and 48 closed out, a net change of -3 holders.
  • The largest Brookfield Renewable buyer in Q2 2024 was Epoch Investment Partners, an estimated $53.1M added.
  • The largest Brookfield Renewable seller in Q2 2024 was Brookfield Corp, an estimated $970M sold.

Based on aggregated 13F filings for Q2 2024.