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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
ANBT
326
American National Bank & Trust
Texas
$3.06K
Federated Hermes
327
Federated Hermes
Pennsylvania
$2.99K +$3.04K +90 +1,800%
IA
328
IFP Advisors
Florida
$2.33K +$2.06K +61 +469%
PTC
329
Private Trust Company
Ohio
$2.11K
BC
330
Barrett & Company
Rhode Island
$1.42K
UB
331
UMB Bank
Missouri
$1.35K
AFG
332
Albion Financial Group
Utah
$1.29K
BAM
333
Bellevue Asset Management
Washington
$1.26K +$34 +1 +3%
MAM
334
Magellan Asset Management
Australia
$1.2K
GI
335
Gradient Investments
Minnesota
$946
GWM
336
Geneos Wealth Management
Colorado
$758
VWM
337
Venturi Wealth Management
Texas
$757 +$810 +24 New
FGAM
338
Financial Gravity Asset Management
Texas
$737 +$1.08K +32 New
FFA
339
Farther Finance Advisors
California
$695
NRG
340
Nemes Rush Group
Michigan
$568 +$607 +18 New
ZB
341
Zions Bancorporation
Utah
$567 -$169 -5 -22%
PAI
342
Pittenger & Anderson Inc
Nebraska
$473
SIC
343
SJS Investment Consulting
Ohio
$379 +$169 +5 +71%
QCG
344
Quadrant Capital Group
Ohio
$284 -$236 -7 -44%
AF
345
Advisornet Financial
Minnesota
$284 +$101 +3 +50%
DI
346
Disciplined Investments
Oklahoma
$284 +$101 +3 +50%
AF
347
Allworth Financial
California
$95
TWD
348
True Wealth Design
Ohio
$64 +$34 +1 +100%
CS
349
Candriam SCA
Luxembourg
-$6.62M -206,101 Closed
NAMM
350
NorthStar Asset Management (Massachusetts)
Massachusetts
-$5.28M -151,062 Closed

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.