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Brookfield Renewable

352 hedge funds and large institutions have $3.95B invested in Brookfield Renewable in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 139 increasing their positions, 106 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $7.53M | Put options by funds: $2.41M

31% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 106

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

2% more funds holding

Funds holding: 345352 (+7)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.59% less ownership

Funds ownership: 71.07%70.48% (-0.59%)

9% less capital invested

Capital invested by funds: $4.34B → $3.95B (-$382M)

Holders
352
Holders Change
+7
Holders Change %
+2.03%
% of All Funds
6.06%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
45
Increased
139
Reduced
106
Closed
37
Calls
$7.53M
Puts
$2.41M
Net Calls
+$5.12M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$1.46B
Fidelity Investments
2
Fidelity Investments
Massachusetts
$189M +$30.2M +785,891 +16%
Fidelity International
3
Fidelity International
Bermuda
$157M +$10M +260,434 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$145M +$4.48M +116,408 +3%
Principal Financial Group
5
Principal Financial Group
Iowa
$141M +$9.3M +241,739 +6%
BlackRock
6
BlackRock
New York
$120M -$2.44M -63,343 -2%
CIA
7
ClearBridge Investments (Australia)
Australia
$98.8M +$89K +2,315 +0.1%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$84M +$20.5M +533,008 +26%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$58.8M -$3.73M -96,895 -5%
Renaissance Technologies
10
Renaissance Technologies
New York
$56.2M -$12.4M -322,300 -16%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$49.8M -$16.7M -433,729 -22%
Goldman Sachs
12
Goldman Sachs
New York
$47.6M +$4.82M +125,434 +9%
SC
13
Scotia Capital
Ontario, Canada
$46.3M +$946K +24,593 +2%
State Street
14
State Street
Massachusetts
$42.6M +$196K +5,093 +0.4%
Norges Bank
15
Norges Bank
Norway
$42.1M +$1.64M +42,660 +3%
Legal & General Group
16
Legal & General Group
United Kingdom
$42M +$4.61M +119,948 +10%
ClearBridge Investments
17
ClearBridge Investments
New York
$41.5M +$3.73M +97,023 +8%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$39.4M +$9.7M +252,259 +26%
TWC
19
TD Waterhouse Canada
Ontario, Canada
$38.2M +$1.05M +27,306 +3%
SAM
20
Storebrand Asset Management
Norway
$36.4M -$309K -8,020 -0.7%
Franklin Resources
21
Franklin Resources
California
$35.5M -$1.94M -50,340 -4%
N
22
Nuveen
North Carolina
$35M -$1.73M -45,052 -4%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$31.8M +$9.29M +241,402 +33%
Bank of America
24
Bank of America
North Carolina
$30.6M +$146K +3,788 +0.4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$30M +$2.07M +53,752 +6%

BEPC Hedge Fund Activity: Q3 2022 in Review

352 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEPC) for Q3 2022, worth a combined $3.95B — down 8.8% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BEPC positions and 37 closed out — a net gain of 8 holders — while 139 added to existing stakes and 106 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.2M. The largest seller was Millennium Management, cutting an estimated $27.9M.

  • 352 institutional investors held Brookfield Renewable (BEPC) as of Q3 2022, up from 345 in Q2 2022.
  • Funds reported $3.95B of Brookfield Renewable stock for Q3 2022, down 8.8% quarter-over-quarter.
  • 45 funds opened new Brookfield Renewable positions in Q3 2022 and 37 closed out, a net change of +8 holders.
  • The largest Brookfield Renewable buyer in Q3 2022 was Fidelity Investments, an estimated $30.2M added.
  • The largest Brookfield Renewable seller in Q3 2022 was Millennium Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q3 2022.