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
Group One Trading
276
Group One Trading
Illinois
$38K
Bank of Montreal
277
Bank of Montreal
Ontario, Canada
$35K +$6.89M +186,352 +25%
AFS
278
Annapolis Financial Services
Maryland
$34K +$35.3K +954 New
MMG
279
Monetary Management Group
Missouri
$32K
DGAM
280
Desjardins Global Asset Management
Quebec, Canada
$27K +$28.7K +776 New
BWA
281
BDO Wealth Advisors
Florida
$26K
FCA
282
FinTrust Capital Advisors
South Carolina
$25K
OIA
283
Optimum Investment Advisors
Illinois
$25K
HWA
284
Heritage Wealth Advisors
Virginia
$23K
TFA
285
Toth Financial Advisory
Virginia
$22K
TCWM
286
Total Clarity Wealth Management
Illinois
$22K +$23.1K +626 New
TPCW
287
TD Private Client Wealth
New York
$22K -$8.84K -239 -28%
CFGS
288
Concourse Financial Group Securities
Alabama
$20K -$5.99K -162 -23%
HNB
289
Huntington National Bank
Ohio
$20K
SN
290
Sittner & Nelson
Oregon
$20K
TRCT
291
Tower Research Capital (TRC)
New York
$19K -$409K -11,069 -95%
BWP
292
Baldwin Wealth Partners
Massachusetts
$17K
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$17K +$2.03K +55 +13%
TF
294
Tompkins Financial
New York
$15K
RTC
295
Riverview Trust Company
Washington
$14K +$14.3K +386 New
PFS
296
Prospera Financial Services
Texas
$13K -$87.8K -2,375 -87%
DI
297
Disciplined Investments
Oklahoma
$13K
JWA
298
JFS Wealth Advisors
Pennsylvania
$13K
Optiver Holding
299
Optiver Holding
Netherlands
$10K -$72.6K -1,964 -87%
QCG
300
Quadrant Capital Group
Ohio
$10K -$185 -5 -2%

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.