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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
+$107M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$38.9M |
| 3 |
Morgan Stanley
New York
|
+$33.9M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$31.1M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
-$34.4M |
| 2 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
-$18.6M |
| 3 |
SAM
Storebrand Asset Management
Lysaker,
Norway
|
-$17M |
| 4 |
KFC
Klingenstein Fields & Co
New York
|
-$12.9M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$11.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Two Sigma Advisers
New York
| – | -$201K | -8,400 | Closed |
|
|
YDMI
377
Y.D. More Investments
Ramat Gan,
Israel
| – | -$23.9K | -1,000 | Closed |
|
|
LJHT
378
Laurie J. Hall Trustee
| – | -$17K | -692 | Closed |
|
|
HL
379
HeadInvest LLC
Portland,
Maine
| – | -$12.4K | -546 | Closed |
|
|
TCOV
380
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$8.07K | -337 | Closed |
|
|
CSPIA
381
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$7.18K | -300 | Closed |
|
|
RA
382
Rational Advisors
Huntington,
New York
| – | -$8.26K | -262 | Closed |
|
|
CT
383
Colonial Trust
Spartanburg,
South Carolina
| – | -$4.79K | -188 | Closed |
|
|
OIA
384
Optimum Investment Advisors
Chicago,
Illinois
| – | -$3.59K | -150 | Closed |
|
|
AAG
385
Armstrong Advisory Group
Needham,
Massachusetts
| – | -$2.59K | -108 | Closed |
|
|
AWA
386
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$2.59K | -108 | Closed |
|
|
ANBT
387
American National Bank & Trust
Wichita Falls,
Texas
| – | -$2.32K | -97 | Closed |
|
|
UB
388
UMB Bank
Kansas City,
Missouri
| – | -$1.03K | -43 | Closed |
|
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.