Brookfield Renewable
BEPC
346 hedge funds and large institutions have $4.41B invested in Brookfield Renewable in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 122 increasing their positions, 97 reducing their positions, and 34 closing their positions.
88% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 34
26% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 97
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
9% more funds holding
Funds holding: 318 → 346 (+28)
1.13% less ownership
Funds ownership: 70.49% → 69.36% (-1.1%)
8% less capital invested
Capital invested by funds: $4.78B → $4.41B (-$373M)
64% less call options, than puts
Call options by funds: $2.26M | Put options by funds: $6.31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$44.2M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$39.2M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$35.7M |
| 4 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
+$18.7M |
| 5 |
Millennium Management
New York
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$137M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$101M |
| 3 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$88.4M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$23.6M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$19.4M |
BEPC Hedge Fund Activity: Q4 2021 in Review
346 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEPC) for Q4 2021, worth a combined $4.41B — down 7.8% from $4.78B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new BEPC positions and 34 closed out — a net gain of 30 holders — while 122 added to existing stakes and 97 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $44.2M. The largest seller was Fidelity Investments, cutting an estimated $137M.
- 346 institutional investors held Brookfield Renewable (BEPC) as of Q4 2021, up from 318 in Q3 2021.
- Funds reported $4.41B of Brookfield Renewable stock for Q4 2021, down 7.8% quarter-over-quarter.
- 64 funds opened new Brookfield Renewable positions in Q4 2021 and 34 closed out, a net change of +30 holders.
- The largest Brookfield Renewable buyer in Q4 2021 was ClearBridge Investments, an estimated $44.2M added.
- The largest Brookfield Renewable seller in Q4 2021 was Fidelity Investments, an estimated $137M sold.
Based on aggregated 13F filings for Q4 2021.