We are live on ! Find out more
BEPC icon

Brookfield Renewable

349 hedge funds and large institutions have $3.87B invested in Brookfield Renewable in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 147 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $6.53M | Put options by funds: $2.69M

36% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 108

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

1% less funds holding

Funds holding: 351349 (-2)

1.12% less ownership

Funds ownership: 69.29%68.17% (-1.1%)

7% less capital invested

Capital invested by funds: $4.18B → $3.87B (-$305M)

Holders
349
Holders Change
-2
Holders Change %
-0.57%
% of All Funds
5.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
147
Reduced
108
Closed
32
Calls
$6.53M
Puts
$2.69M
Net Calls
+$3.83M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$1.41B
Fidelity Investments
2
Fidelity Investments
Massachusetts
$199M +$62.1M +1,841,192 +41%
Vanguard Group
3
Vanguard Group
Pennsylvania
$152M +$2.5M +74,161 +2%
Principal Financial Group
4
Principal Financial Group
Iowa
$136M -$578K -17,121 -0.4%
BlackRock
5
BlackRock
New York
$114M -$4.61M -136,678 -4%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$110M -$3.34M -98,914 -3%
CIA
7
ClearBridge Investments (Australia)
Australia
$106M +$24.2M +717,378 +27%
Legal & General Group
8
Legal & General Group
United Kingdom
$86.7M +$11.2M +333,400 +14%
Fidelity International
9
Fidelity International
Bermuda
$65.7M -$2.25M -66,649 -3%
SC
10
Scotia Capital
Ontario, Canada
$49.8M +$6.42M +190,187 +14%
ClearBridge Investments
11
ClearBridge Investments
New York
$48.6M +$3.02M +89,639 +6%
Renaissance Technologies
12
Renaissance Technologies
New York
$48.4M -$2.37M -70,200 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$47M -$7.57M -224,398 -13%
Norges Bank
14
Norges Bank
Norway
$46.9M +$1.8M +53,370 +4%
TWC
15
TD Waterhouse Canada
Ontario, Canada
$46.6M +$4.29M +127,246 +13%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$43.5M -$2.39M -70,848 -5%
EIP
17
Epoch Investment Partners
New York
$42.7M +$6.02M +178,437 +15%
State Street
18
State Street
Massachusetts
$42.2M +$1.61M +47,608 +4%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$37.6M +$6.64M +196,783 +20%
Morgan Stanley
20
Morgan Stanley
New York
$35M +$5.14M +152,325 +16%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$32.9M +$1.14M +33,775 +3%
CIBC Asset Management
22
CIBC Asset Management
Ontario, Canada
$32.6M +$5.24M +155,398 +18%
Wells Fargo
23
Wells Fargo
California
$29.7M +$1.84M +54,383 +6%
N
24
Nuveen
North Carolina
$28.5M -$592K -17,535 -2%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$28.3M +$856K +25,373 +3%

BEPC Hedge Fund Activity: Q2 2023 in Review

349 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Brookfield Renewable (BEPC) for Q2 2023, worth a combined $3.87B — down 7.3% from $4.18B a quarter earlier.

Fund positioning in BEPC was balanced in Q2 2023: 32 funds opened new positions, 32 closed out, 147 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $62.1M. The largest seller was Storebrand Asset Management, cutting an estimated $25.3M.

  • 349 institutional investors held Brookfield Renewable (BEPC) as of Q2 2023, down from 351 in Q1 2023.
  • Funds reported $3.87B of Brookfield Renewable stock for Q2 2023, down 7.3% quarter-over-quarter.
  • 32 funds opened new Brookfield Renewable positions in Q2 2023 and 32 closed out, a net change of 0 holders.
  • The largest Brookfield Renewable buyer in Q2 2023 was Fidelity Investments, an estimated $62.1M added.
  • The largest Brookfield Renewable seller in Q2 2023 was Storebrand Asset Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q2 2023.