Brookfield Renewable
218 hedge funds and large institutions have $5.17B invested in Brookfield Renewable in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 29 closing their positions.
4.73% more ownership
Funds ownership: 58.83% → 63.57% (+4.7%)
1% more capital invested
Capital invested by funds: $5.12B → $5.17B (+$49.4M)
9% less funds holding
Funds holding: 240 → 218 (-22)
14% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 70
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
69% less call options, than puts
Call options by funds: $5.12M | Put options by funds: $16.4M
69% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$158M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$108M |
| 3 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
+$87.8M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$41M |
| 5 |
Select Equity Group
New York
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$20.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$9.32M |
| 3 |
SAM
Storebrand Asset Management
Lysaker,
Norway
|
-$7.4M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.14M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$4.82M |
BEP Hedge Fund Activity: Q2 2023 in Review
218 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEP) for Q2 2023, worth a combined $5.17B — up 0.96% from $5.12B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of BEP and 9 opened new positions — a net loss of 20 holders — while 70 trimmed existing stakes and 60 added.
The largest buyer was Brookfield Corp, adding an estimated $158M. The largest seller was Morgan Stanley, cutting an estimated $20.1M.
- 218 institutional investors held Brookfield Renewable (BEP) as of Q2 2023, down from 240 in Q1 2023.
- Funds reported $5.17B of Brookfield Renewable stock for Q2 2023, up 0.96% quarter-over-quarter.
- 9 funds opened new Brookfield Renewable positions in Q2 2023 and 29 closed out, a net change of -20 holders.
- The largest Brookfield Renewable buyer in Q2 2023 was Brookfield Corp, an estimated $158M added.
- The largest Brookfield Renewable seller in Q2 2023 was Morgan Stanley, an estimated $20.1M sold.
Based on aggregated 13F filings for Q2 2023.