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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
AWS
226
Atria Wealth Solutions
New York
$276K -$101 -3 -0%
GC
227
Gilbert & Cook
Iowa
$275K +$59K +1,750 +25%
SAM
228
Silvercrest Asset Management
New York
$268K -$150K -4,450 -34%
SIG
229
Stonegate Investment Group
Alabama
$264K
XT
230
XTX Topco
Cayman Islands
$252K -$104K -3,072 -28%
AO
231
Advisor OS
Illinois
$233K -$75.7K -2,243 -23%
BAM
232
Belpointe Asset Management
Nevada
$229K -$66.3K -1,964 -21%
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
$228K +$44K +1,304 +22%
SC
234
Seldon Capital
California
$225K -$241K -7,143 -50%
TCM
235
Teza Capital Management
Illinois
$224K -$1.68M -49,781 -87%
CS
236
Cannell & Spears
New York
$224K
BONST
237
Bank of Nova Scotia Trust
Ontario, Canada
$224K -$28K -831 -10%
VIA
238
Vident Investment Advisory
Georgia
$222K -$89.1K -2,642 -27%
FAFN
239
First Affirmative Financial Network
Colorado
$218K +$13.5K +399 +6%
WA
240
WealthTrust Axiom
Pennsylvania
$218K +$233K +6,909 New
ST
241
Somerset Trust
Pennsylvania
$215K -$1.28K -38 -0.6%
BIM
242
Baldwin Investment Management
Pennsylvania
$214K
URS
243
Utah Retirement Systems
Utah
$214K
AWA
244
Arete Wealth Advisors
Illinois
$212K +$34 +1 +0%
SLA
245
Silver Lake Advisory
Utah
$206K
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$206K +$7.59K +225 +4%
HF
247
HRT Financial
New York
$202K -$1.81M -53,522 -89%
TC
248
Truvestments Capital
Florida
$190K -$3.44K -102 -2%
US Bancorp
249
US Bancorp
Minnesota
$190K -$337 -10 -0.2%
ACM
250
Adalta Capital Management
New York
$189K

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.