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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
BC
1
Brookfield Corp
Ontario, Canada
$279M -$1.07B -34,719,683 -77%
Vanguard Group
2
Vanguard Group
Pennsylvania
$154M +$3.29M +106,880 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$116M -$1.01M -32,914 -0.8%
Parnassus Investments
4
Parnassus Investments
California
$108M +$38.2M +1,242,858 +47%
Legal & General Group
5
Legal & General Group
United Kingdom
$90.8M -$770K -25,041 -0.8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$90.7M -$11.9M -385,996 -11%
BlackRock
7
BlackRock
New York
$87.8M +$5.34M +173,795 +6%
CIA
8
ClearBridge Investments (Australia)
Australia
$80.1M +$21.1M +686,319 +31%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$68.8M -$13.5M -437,437 -15%
CIBC Asset Management
10
CIBC Asset Management
Ontario, Canada
$66.9M -$2.37M -76,948 -3%
EIP
11
Epoch Investment Partners
New York
$62.3M +$15.1M +490,448 +28%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$60.4M -$608K -19,764 -0.9%
RS
13
Robeco Schweiz
Switzerland
$55.7M +$61.9M +2,013,000 New
Baird Financial Group
14
Baird Financial Group
Wisconsin
$53.4M +$1.13M +36,670 +2%
Norges Bank
15
Norges Bank
Norway
$47.5M
ACM
16
Advisors Capital Management
New Jersey
$42M +$145K +4,717 +0.3%
State Street
17
State Street
Massachusetts
$41.1M +$564K +18,358 +1%
TWC
18
TD Waterhouse Canada
Ontario, Canada
$40.3M +$1.77M +57,694 +4%
Renaissance Technologies
19
Renaissance Technologies
New York
$40.1M -$2.36M -76,700 -5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$39.4M +$5.52M +179,424 +14%
SC
21
Scotia Capital
Ontario, Canada
$38.3M -$382K -12,409 -0.9%
Morgan Stanley
22
Morgan Stanley
New York
$36.8M -$1.77M -57,603 -4%
Bank of America
23
Bank of America
North Carolina
$31.9M -$36.5M -1,185,833 -51%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$30.4M +$7.31M +237,875 +28%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$29.6M -$2.06M -66,943 -6%

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.