Brookfield Renewable
BEPC
351 hedge funds and large institutions have $4.18B invested in Brookfield Renewable in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 149 increasing their positions, 101 reducing their positions, and 56 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 101
34% more call options, than puts
Call options by funds: $5.93M | Put options by funds: $4.42M
29% more capital invested
Capital invested by funds: $3.24B → $4.18B (+$934M)
0.29% less ownership
Funds ownership: 69.58% → 69.29% (-0.29%)
3% less funds holding
Funds holding: 361 → 351 (-10)
11% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 56
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$39.8M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$35.6M |
| 3 |
Legal & General Group
London,
United Kingdom
|
+$29.8M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$7.75M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$53.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$26.7M |
| 3 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$18.2M |
| 4 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$13.7M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$10.8M |
BEPC Hedge Fund Activity: Q1 2023 in Review
351 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEPC) for Q1 2023, worth a combined $4.18B — up 29% from $3.24B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of BEPC and 50 opened new positions — a net loss of 6 holders — while 101 trimmed existing stakes and 149 added.
The largest buyer was CIBC Private Wealth Group, adding an estimated $39.8M. The largest seller was Fidelity International, cutting an estimated $53.1M.
- 351 institutional investors held Brookfield Renewable (BEPC) as of Q1 2023, down from 361 in Q4 2022.
- Funds reported $4.18B of Brookfield Renewable stock for Q1 2023, up 29% quarter-over-quarter.
- 50 funds opened new Brookfield Renewable positions in Q1 2023 and 56 closed out, a net change of -6 holders.
- The largest Brookfield Renewable buyer in Q1 2023 was CIBC Private Wealth Group, an estimated $39.8M added.
- The largest Brookfield Renewable seller in Q1 2023 was Fidelity International, an estimated $53.1M sold.
Based on aggregated 13F filings for Q1 2023.