Brookfield Renewable
232 hedge funds and large institutions have $5.09B invested in Brookfield Renewable in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 59 reducing their positions, and 30 closing their positions.
72% more call options, than puts
Call options by funds: $16.6M | Put options by funds: $9.65M
20% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 59
0.14% more ownership
Funds ownership: 58.41% → 58.55% (+0.14%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less funds holding
Funds holding: 243 → 232 (-11)
9% less capital invested
Capital invested by funds: $5.6B → $5.09B (-$513M)
23% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPM
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
+$19.8M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$19.3M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$17.7M |
| 4 |
Morgan Stanley
New York
|
+$15.1M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$9.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$23.3M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$23.1M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$22.1M |
| 4 |
EAM
Erste Asset Management
Vienna,
Austria
|
-$16.4M |
| 5 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$13.1M |
BEP Hedge Fund Activity: Q3 2022 in Review
232 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q3 2022, worth a combined $5.09B — down 9.2% from $5.6B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of BEP and 23 opened new positions — a net loss of 7 holders — while 59 trimmed existing stakes and 71 added.
The largest buyer was Triasima Portfolio Management, opening a new position worth an estimated $19.8M. The largest seller was Select Equity Group, cutting an estimated $23.3M.
- 232 institutional investors held Brookfield Renewable (BEP) as of Q3 2022, down from 243 in Q2 2022.
- Funds reported $5.09B of Brookfield Renewable stock for Q3 2022, down 9.2% quarter-over-quarter.
- 23 funds opened new Brookfield Renewable positions in Q3 2022 and 30 closed out, a net change of -7 holders.
- The largest Brookfield Renewable buyer in Q3 2022 was Triasima Portfolio Management, an estimated $19.8M added.
- The largest Brookfield Renewable seller in Q3 2022 was Select Equity Group, an estimated $23.3M sold.
Based on aggregated 13F filings for Q3 2022.