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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
DekaBank Deutsche Girozentrale
101
DekaBank Deutsche Girozentrale
Germany
$2.62M -$112K -3,321 -4%
Stifel Financial
102
Stifel Financial
Missouri
$2.52M +$24.7K +732 +0.9%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$2.48M +$1.72M +51,105 +185%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
104
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.47M +$193K +5,710 +8%
SSWM
105
Smith Salley Wealth Management
North Carolina
$2.45M -$12.1K -358 -0.5%
PI
106
PFG Investments
New York
$2.38M +$244K +7,225 +11%
MA
107
Mangham Associates
Virginia
$2.37M +$207K +6,136 +9%
OAM
108
Oppenheimer Asset Management
New York
$2.36M +$92.4K +2,739 +4%
IMRF
109
Illinois Municipal Retirement Fund
Illinois
$2.34M +$2.51M +74,262 New
AllianceBernstein
110
AllianceBernstein
Tennessee
$2.3M -$382K -11,319 -13%
KWILP
111
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.28M
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$2.27M -$1.54M -45,497 -39%
Verition Fund Management
113
Verition Fund Management
Connecticut
$2.2M -$5.77M -171,082 -71%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.19M -$243K -7,201 -9%
Allianz Asset Management
115
Allianz Asset Management
Germany
$2.18M -$513K -15,200 -18%
OWP
116
Obermeyer Wealth Partners
Colorado
$2.15M -$62.4K -1,850 -3%
UBS AM
117
UBS AM
Illinois
$2.15M
MFS
118
Mirabella Financial Services
United Kingdom
$1.94M +$825K +24,451 +66%
Cerity Partners
119
Cerity Partners
New York
$1.92M +$2.05M +60,876 New
MKA
120
M. Kulyk & Associates
Georgia
$1.85M +$73.1K +2,165 +4%
GF
121
Gabelli Funds
New York
$1.82M -$14.7K -435 -0.7%
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$1.82M +$60.1K +1,780 +3%
Russell Investments Group
123
Russell Investments Group
United Kingdom
$1.79M +$212K +6,277 +12%
KS
124
Karpas Strategies
Connecticut
$1.78M
MA
125
Montag & Associates
Georgia
$1.72M

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.