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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
GWS
301
Glassman Wealth Services
Virginia
$11.3K -$1.11K -33 -8%
PFBT
302
Parkside Financial Bank & Trust
Missouri
$11.1K +$405 +12 +4%
BIA
303
Bell Investment Advisors
California
$10.6K +$3.07K +91 +37%
SWM
304
Spire Wealth Management
Virginia
$10.6K +$11.4K +337 New
HWA
305
Heritage Wealth Advisors
Virginia
$10.1K
C
306
Covestor
United Kingdom
$10K -$67 -2 -0.7%
CSPIA
307
Cary Street Partners Investment Advisory
Virginia
$9.46K
FFL
308
Financial Freedom LLC
Ohio
$9.44K +$67 +2 +0.7%
CAS
309
Coppell Advisory Solutions
Texas
$9.31K +$10.1K +298 New
MCM
310
Manchester Capital Management
Vermont
$8.45K +$9.04K +268 New
RA
311
Rational Advisors
New York
$8.26K
Loomis, Sayles & Company
312
Loomis, Sayles & Company
Massachusetts
$8K -$27.3K -810 -77%
VNA
313
Valley National Advisers
Pennsylvania
$8K
CI Investments Inc
314
CI Investments Inc
Ontario, Canada
$8K +$7.96K +236 +3,371%
AWM
315
AllSquare Wealth Management
New York
$7.49K
FWM
316
Focused Wealth Management
New York
$7.38K +$67 +2 +0.9%
AP
317
Arlington Partners
Alabama
$6.05K
JFA
318
JNBA Financial Advisors
Minnesota
$5.89K
TIM
319
Tortoise Investment Management
New York
$5.39K
CFGS
320
Concourse Financial Group Securities
Alabama
$4.74K
MCM
321
MV Capital Management
Maryland
$4.73K
OIA
322
Optimum Investment Advisors
Illinois
$4.73K
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
$4.51K -$34 -1 -0.7%
CT
324
Cambridge Trust
Massachusetts
$3.15K
CTA
325
Colonial Trust Advisors
South Carolina
$3.08K +$67 +2 +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.