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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
Mackenzie Financial
126
Mackenzie Financial
Ontario, Canada
$1.7M +$982K +29,115 +117%
PAMS
127
Pictet Asset Management (Switzerland)
Switzerland
$1.66M +$526K +15,602 +42%
Franklin Resources
128
Franklin Resources
California
$1.59M -$18.4M -546,673 -92%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$1.51M +$1.15K +34 +0.1%
MBI
130
Montrusco Bolton Investments
Quebec, Canada
$1.51M +$1.61M +47,740 New
BHC
131
Bowen Hanes & Co
Florida
$1.5M +$272K +8,063 +20%
FIM
132
Freedom Investment Management
Connecticut
$1.38M +$4.08K +121 +0.3%
California State Teachers Retirement System (CalSTRS)
133
California State Teachers Retirement System (CalSTRS)
California
$1.35M -$921K -27,304 -39%
CCP
134
Carmel Capital Partners
California
$1.34M +$278K +8,243 +24%
SPIA
135
Steward Partners Investment Advisory
New York
$1.32M -$143K -4,230 -9%
AC
136
Arjuna Capital
North Carolina
$1.31M +$590K +17,472 +72%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$1.27M -$1.75M -51,800 -56%
Citigroup
138
Citigroup
New York
$1.27M +$309K +9,149 +30%
CA
139
Corrado Advisors
New Jersey
$1.25M +$16.7K +496 +1%
SLAM
140
Swiss Life Asset Management
$1.18M -$644K -19,087 -34%
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
$1.16M -$123K -3,650 -9%
Osaic Holdings
142
Osaic Holdings
Arizona
$1.02M -$2.06K -61 -0.2%
EF
143
Empowered Funds
Pennsylvania
$1.01M +$274K +8,123 +34%
EST
144
EA Series Trust
Pennsylvania
$1.01M +$1.08M +32,098 New
HighTower Advisors
145
HighTower Advisors
Illinois
$991K -$15.7K -466 -1%
BHWM
146
Bar Harbor Wealth Management
New Hampshire
$988K -$95K -2,814 -8%
AFM
147
Anson Funds Management
Texas
$946K +$1.01M +30,000 New
Natixis Advisors
148
Natixis Advisors
Massachusetts
$925K +$31.5K +933 +3%
WC
149
Weil Company
California
$896K +$444K +13,168 +86%
TI
150
Tidal Investments
Wisconsin
$870K

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.