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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
LJHT
276
Laurie J. Hall Trustee
$42K +$10.1K +300 +28%
LM
277
Lincluden Management
Ontario, Canada
$42K +$13.8K +409 +44%
UM
278
UniSuper Management
Australia
$37.6K +$30.4K +900 New
SOAMC
279
Spirit of America Management Corp
New York
$36.2K +$16.9K +500 +77%
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$36K +$202 +6 +0.5%
AIG
281
American International Group
New York
$35.9K -$4.96K -147 -11%
Acadian Asset Management
282
Acadian Asset Management
Massachusetts
$34K
MAM
283
Meeder Asset Management
Ohio
$33.8K -$14.4K -428 -29%
WTC
284
WhitTier Trust Company
Nevada
$31.5K
YDMI
285
Y.D. More Investments
Israel
$31.5K
AFS
286
Annapolis Financial Services
Maryland
$30.1K
TC
287
Tacita Capital
Ontario, Canada
$30K
PIAS
288
PCA Investment Advisory Services
Ohio
$26.2K +$28.1K +832 New
DGAM
289
Desjardins Global Asset Management
Quebec, Canada
$25.6K +$439 +13 +2%
PA
290
Parallel Advisors
California
$23.7K +$24.1K +714 +1,831%
TFA
291
Toth Financial Advisory
Virginia
$19.4K
FCA
292
FinTrust Capital Advisors
South Carolina
$17.7K
EWA
293
EverSource Wealth Advisors
Alabama
$17.5K +$607 +18 +3%
HNB
294
Huntington National Bank
Ohio
$17.5K
RFG
295
RFP Financial Group
Georgia
$15.8K +$16.9K +500 New
MLA
296
MB, Levis & Associates
Pennsylvania
$14.7K +$135 +4 +0.9%
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$14.6K +$5.09K +151 +48%
TF
298
Tompkins Financial
New York
$13.7K
Mitsubishi UFJ Trust & Banking
299
Mitsubishi UFJ Trust & Banking
Japan
$13.1K +$3.37K +100 +32%
JWA
300
JFS Wealth Advisors
Pennsylvania
$12.7K +$304 +9 +2%

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.