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Brookfield Renewable

345 hedge funds and large institutions have $4.34B invested in Brookfield Renewable in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 141 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 92

3% more call options, than puts

Call options by funds: $7.2M | Put options by funds: $7.01M

0.03% less ownership

Funds ownership: 71.1%71.07% (-0.03%)

9% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 45

3% less funds holding

Funds holding: 357345 (-12)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

19% less capital invested

Capital invested by funds: $5.36B → $4.34B (-$1.02B)

Holders
345
Holders Change
-12
Holders Change %
-3.36%
% of All Funds
5.81%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
41
Increased
141
Reduced
92
Closed
45
Calls
$7.2M
Puts
$7.01M
Net Calls
+$194K
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$31.5M -$1.88M -50,934 -5%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$30.7M +$508K +13,734 +2%
Wells Fargo
28
Wells Fargo
California
$28.5M +$2.93M +79,124 +11%
EAM
29
Eventide Asset Management
Massachusetts
$27.6M
Baird Financial Group
30
Baird Financial Group
Wisconsin
$27.5M +$507K +13,717 +2%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$26M -$1.13M -30,509 -4%
Morgan Stanley
32
Morgan Stanley
New York
$25.3M +$11.8M +318,933 +82%
KACA
33
Kayne Anderson Capital Advisors
California
$24.7M +$696K +18,810 +3%
MBI
34
Montrusco Bolton Investments
Quebec, Canada
$23.3M +$10.6M +287,181 +78%
Invesco
35
Invesco
Georgia
$21.4M +$17.8M +480,439 +397%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$21M +$2.74M +74,071 +14%
CIBC Asset Management
37
CIBC Asset Management
Ontario, Canada
$20.8M +$4.35M +117,509 +25%
GAA
38
Green Alpha Advisors
Colorado
$20.7M +$18.3M +495,325 +581%
Swiss National Bank
39
Swiss National Bank
Switzerland
$20.5M +$144K +3,900 +0.7%
GCC
40
Guardian Capital (Canada)
Ontario, Canada
$19.9M -$5.15M -139,218 -20%
Skandinaviska Enskilda Banken (SEB)
41
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.5M +$14.7M +396,521 +325%
KFC
42
Klingenstein Fields & Co
New York
$18.4M +$483K +13,070 +3%
JP Morgan Chase
43
JP Morgan Chase
New York
$18.1M +$1.69M +45,766 +10%
NAM
44
NewGen Asset Management
Ontario, Canada
$18M +$4.62M +125,000 +33%
CAI
45
Capital Advisors Inc
Oklahoma
$17.5M +$908K +24,566 +5%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.1M +$1.91M +51,700 +12%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$16.9M -$1.55M -42,006 -8%
NSCM
48
New South Capital Management
Tennessee
$16.8M -$290K -7,835 -2%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$16.2M +$1.37M +37,181 +9%
IIM
50
Intact Investment Management
Quebec, Canada
$15.5M +$1.53M +41,300 +14%

BEPC Hedge Fund Activity: Q2 2022 in Review

345 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEPC) for Q2 2022, worth a combined $4.34B — down 19% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of BEPC and 41 opened new positions — a net loss of 4 holders — while 92 trimmed existing stakes and 141 added.

The largest buyer was Principal Financial Group, adding an estimated $60.8M. The largest seller was Fidelity Investments, cutting an estimated $165M.

  • 345 institutional investors held Brookfield Renewable (BEPC) as of Q2 2022, down from 357 in Q1 2022.
  • Funds reported $4.34B of Brookfield Renewable stock for Q2 2022, down 19% quarter-over-quarter.
  • 41 funds opened new Brookfield Renewable positions in Q2 2022 and 45 closed out, a net change of -4 holders.
  • The largest Brookfield Renewable buyer in Q2 2022 was Principal Financial Group, an estimated $60.8M added.
  • The largest Brookfield Renewable seller in Q2 2022 was Fidelity Investments, an estimated $165M sold.

Based on aggregated 13F filings for Q2 2022.