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Brookfield Renewable

361 hedge funds and large institutions have $3.24B invested in Brookfield Renewable in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 104 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 55

25% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 104

3% more funds holding

Funds holding: 352361 (+9)

5% more call options, than puts

Call options by funds: $3.5M | Put options by funds: $3.32M

0.9% less ownership

Funds ownership: 70.48%69.58% (-0.9%)

18% less capital invested

Capital invested by funds: $3.95B → $3.24B (-$710M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.8%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
70
Increased
130
Reduced
104
Closed
55
Calls
$3.5M
Puts
$3.32M
Net Calls
+$177K
Net Calls Change
-$4.94M
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
51
Washington Trust Advisors
Massachusetts
$9.27M +$1.17M +37,884 +13%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$8.91M -$222K -7,180 -2%
ACH
53
ArrowMark Colorado Holdings
Colorado
$8.5M -$2.5M -81,000 -21%
Northern Trust
54
Northern Trust
Illinois
$7.87M -$198K -6,408 -2%
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$7.79M +$579K +18,735 +7%
Amundi
56
Amundi
France
$7.68M +$5.97M +193,336 +288%
LSAG
57
Lake Street Advisors Group
New Hampshire
$7.09M +$96.7K +3,131 +1%
AM
58
AGF Management
Ontario, Canada
$6.71M +$7.52M +243,624 New
APF
59
Alaska Permanent Fund
Alaska
$6.39M +$615K +19,912 +9%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$6.15M -$1.59M -51,640 -19%
DC
61
Davenport & Co
Virginia
$5.92M +$2.77M +89,551 +71%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$5.74M +$946K +30,630 +17%
TCA
63
Tortoise Capital Advisors
Kansas
$5.66M +$2.19M +70,897 +53%
Jane Street
64
Jane Street
New York
$5.51M +$4.71M +152,405 +319%
Canada Pension Plan Investment Board
65
Canada Pension Plan Investment Board
Ontario, Canada
$5.48M +$164K +5,300 +3%
NAMM
66
NorthStar Asset Management (Massachusetts)
Massachusetts
$5.35M -$5.77M -186,913 -49%
NEI
67
Northwest & Ethical Investments
Ontario, Canada
$5.28M +$2.12M +68,535 +56%
Bank of Nova Scotia
68
Bank of Nova Scotia
Ontario, Canada
$5.06M +$12.1K +391 +0.2%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$5.05M +$4.23M +136,897 +294%
VanEck Associates
70
VanEck Associates
New York
$4.83M +$845K +27,373 +18%
American Century Companies
71
American Century Companies
Missouri
$4.81M +$4.95M +160,136 +1,099%
SAM
72
Shell Asset Management
Netherlands
$4.75M -$2.38M -77,041 -31%
SO
73
STRS Ohio
Ohio
$4.74M +$1.97M +63,764 +59%
CS
74
Credit Suisse
Switzerland
$4.71M +$398K +12,895 +8%
CG
75
Colony Group
Massachusetts
$4.7M +$112K +3,638 +2%

BEPC Hedge Fund Activity: Q4 2022 in Review

361 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEPC) for Q4 2022, worth a combined $3.24B — down 18% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BEPC positions and 55 closed out — a net gain of 15 holders — while 130 added to existing stakes and 104 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $38.7M. The largest seller was Fidelity Investments, cutting an estimated $32.7M.

  • 361 institutional investors held Brookfield Renewable (BEPC) as of Q4 2022, up from 352 in Q3 2022.
  • Funds reported $3.24B of Brookfield Renewable stock for Q4 2022, down 18% quarter-over-quarter.
  • 70 funds opened new Brookfield Renewable positions in Q4 2022 and 55 closed out, a net change of +15 holders.
  • The largest Brookfield Renewable buyer in Q4 2022 was Citadel Advisors, an estimated $38.7M added.
  • The largest Brookfield Renewable seller in Q4 2022 was Fidelity Investments, an estimated $32.7M sold.

Based on aggregated 13F filings for Q4 2022.