We are live on ! Find out more
BEPC icon

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
CTA
326
Colonial Trust Advisors
South Carolina
$2.89K +$25 +1 +1%
CT
327
Cambridge Trust
Massachusetts
$2.88K – – –
LFG
328
Larson Financial Group
Missouri
$2.85K – – –
PA
329
Parallel Advisors
California
$2.62K -$7.9K -310 -77%
FFA
330
Farther Finance Advisors
California
$2.48K +$1.63K +64 +291%
NB
331
NBT Bank
New York
$2.48K +$2.19K +86 New
DA
332
Denali Advisors
California
$2.33K +$2.06K +81 New
ZB
333
Zions Bancorporation
Utah
$1.99K -$2.24K -88 -56%
SC
334
SouthState Corp
Florida
$1.73K – – –
T
335
Tidemark
California
$1.58K +$1.4K +55 New
BC
336
Barrett & Company
Rhode Island
$1.3K – – –
BAM
337
Bellevue Asset Management
Washington
$1.27K +$51 +2 +5%
MFT
338
Moisand Fitzgerald Tamayo
Florida
$1.24K – – –
AFG
339
Albion Financial Group
Utah
$1.18K – – –
MAM
340
Magellan Asset Management
Australia
$1.09K – – –
ASN
341
Advisory Services Network
Georgia
$1.09K +$969 +38 New
RIM
342
Rockbridge Investment Management
New York
$864 +$765 +30 New
PWMG
343
Private Wealth Management Group
New Jersey
$576 +$510 +20 New
CFFP
344
Center for Financial Planning
Michigan
$548 +$484 +19 New
NRG
345
Nemes Rush Group
Michigan
$519 – – –
GI
346
Gradient Investments
Minnesota
$489 – – –
AF
347
Advisornet Financial
Minnesota
$489 +$127 +5 +42%
SIC
348
SJS Investment Consulting
Ohio
$432 -$76 -3 -17%
PAI
349
Pittenger & Anderson Inc
Nebraska
$432 – – –
FG
350
Fairman Group
Pennsylvania
$403 +$357 +14 New
12 13
14
15 16

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.