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Brookfield Renewable
BEPC

355 hedge funds and large institutions have $3.77B invested in Brookfield Renewable in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 130 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 34

40% more call options, than puts

Call options by funds: $7.26M | Put options by funds: $5.2M

26% more capital invested

Capital invested by funds: $2.99B → $3.77B (+$776M)

10% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 118

7% more funds holding

Funds holding: 332 → 355 (+23)

3.49% more ownership

Funds ownership: 68.98% → 72.47% (+3.5%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
355
Holders Change
+23
Holders Change %
+6.93%
% of All Funds
5.18%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
64
Increased
130
Reduced
118
Closed
34
Calls
$7.26M
Puts
$5.2M
Net Calls
+$2.06M
Net Calls Change
+$93K

Top Buyers

Rank Fund Capital Flow
1
Parnassus Investments
Parnassus Investments
California
+$107M
2
Fidelity International
Fidelity International
Bermuda
+$38.9M
3
Morgan Stanley
Morgan Stanley
New York
+$33.9M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$31.1M
5
EIP
Epoch Investment Partners
New York
+$17.8M

Top Sellers

Rank Fund Capital Flow
1
CIA
ClearBridge Investments (Australia)
Australia
-$34.4M
2
EAM
Eventide Asset Management
Massachusetts
-$18.6M
3
SAM
Storebrand Asset Management
Norway
-$17M
4
KFC
Klingenstein Fields & Co
New York
-$12.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
226
Belpointe Asset Management
Nevada
$235K +$208K +8,170 New
MAM
227
Meeder Asset Management
Ohio
$232K +$206K +8,064 New
SPC
228
Sigma Planning Corp
Michigan
$232K -$219K -8,587 -52%
PA
229
Procyon Advisors
Connecticut
$225K -$68.6K -2,691 -26%
AAIM
230
American Assets Investment Management
California
$215K +$191K +7,476 New
URS
231
Utah Retirement Systems
Utah
$213K +$189K +7,400 New
WIM
232
Waverton Investment Management
United Kingdom
$210K +$186K +7,280 New
TC
233
TownSquare Capital
Utah
$209K -$243K -9,551 -57%
SC
234
Seldon Capital
California
$206K +$182K +7,143 New
CS
235
Cannell & Spears
New York
$205K +$181K +7,116 New
AO
236
Advisor OS
Illinois
$200K +$177K +6,949 New
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$197K +$4.69K +184 +3%
CQS
238
Credential Qtrade Securities
$178K -$307K -12,052 -66%
AAM
239
Advisors Asset Management
Colorado
$175K -$173K -6,775 -53%
ACM
240
Adalta Capital Management
New York
$172K – – –
Lazard Asset Management
241
Lazard Asset Management
New York
$168K +$150K +5,868 New
JEST
242
JTC Employer Solutions Trustee
Jersey
$165K – – –
KC
243
Kepos Capital
New York
$163K +$20.5K +806 +17%
PS
244
Principal Securities
Iowa
$161K +$143K +5,600 New
TC
245
Truvestments Capital
Florida
$132K -$28.6K -1,121 -20%
DPAM
246
Degroof Petercam Asset Management
Belgium
$111K +$98.1K +3,850 New
GWSG
247
GPS Wealth Strategies Group
Colorado
$105K +$6.91K +271 +8%
FP
248
Financial Perspectives
Minnesota
$104K – – –
MRCM
249
M&R Capital Management
New Jersey
$94.4K +$2.52K +99 +3%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$94K +$60.7K +2,380 +273%
8 9
10
11 12

BEPC Hedge Fund Activity: Q4 2023 in Review

355 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEPC) for Q4 2023, worth a combined $3.77B — up 26% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new BEPC positions and 34 closed out — a net gain of 30 holders — while 130 added to existing stakes and 118 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $107M. The largest seller was ClearBridge Investments (Australia), cutting an estimated $34.4M.

  • 355 institutional investors held Brookfield Renewable (BEPC) as of Q4 2023, up from 332 in Q3 2023.
  • Funds reported $3.77B of Brookfield Renewable stock for Q4 2023, up 26% quarter-over-quarter.
  • 64 funds opened new Brookfield Renewable positions in Q4 2023 and 34 closed out, a net change of +30 holders.
  • The largest Brookfield Renewable buyer in Q4 2023 was Parnassus Investments, an estimated $107M added.
  • The largest Brookfield Renewable seller in Q4 2023 was ClearBridge Investments (Australia), an estimated $34.4M sold.

Based on aggregated 13F filings for Q4 2023.