We are live on ! Find out more
BEPC icon

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
HSBC Holdings
101
HSBC Holdings
United Kingdom
$2.89M +$621K +16,805 +26%
SSWM
102
Smith Salley Wealth Management
North Carolina
$2.81M +$60.8K +1,643 +2%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.73M -$74K -2,002 -3%
OWP
104
Obermeyer Wealth Partners
Colorado
$2.69M +$2.23M +60,265 +391%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
105
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.69M +$299K +8,080 +12%
California State Teachers Retirement System (CalSTRS)
106
California State Teachers Retirement System (CalSTRS)
California
$2.69M -$5.55K -150 -0.2%
CI Investments Inc
107
CI Investments Inc
Ontario, Canada
$2.56M -$1.2M -32,471 -31%
PAMS
108
Pictet Asset Management (Switzerland)
Switzerland
$2.47M -$227K -6,130 -8%
UBS Group
109
UBS Group
Switzerland
$2.32M +$646K +17,470 +37%
UBS AM
110
UBS AM
Illinois
$2.31M +$398K +10,758 +20%
CWG
111
C WorldWide Group
Denmark
$2.18M
OAM
112
Oppenheimer Asset Management
New York
$2.14M +$46.9K +1,268 +2%
MA
113
Montag & Associates
Georgia
$2.13M -$78.7K -2,129 -3%
MS
114
Maven Securities
Jersey
$2.13M +$1.95M +52,831 +769%
FIM
115
Freedom Investment Management
Connecticut
$2.12M -$1.06M -28,604 -32%
KAS
116
Kemnay Advisory Services
New York
$2.08M
GF
117
Gabelli Funds
New York
$2.03M
KS
118
Karpas Strategies
Connecticut
$2.01M +$36.1K +977 +2%
MA
119
Mangham Associates
Virginia
$1.99M +$510K +13,800 +33%
BHWM
120
Bar Harbor Wealth Management
New Hampshire
$1.93M +$2M +54,186 New
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$1.92M +$258K +6,967 +15%
BHC
122
Bowen Hanes & Co
Florida
$1.81M +$10.7K +290 +0.6%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$1.77M +$17.4K +471 +1%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$1.65M +$53.1K +1,435 +3%
SAM
125
Securian Asset Management
Minnesota
$1.63M -$1.12M -30,231 -40%

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.