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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
AAS
151
Avantax Advisory Services
Texas
$867K -$16.2K -481 -2%
TPCW
152
TD Private Client Wealth
New York
$835K +$38.2K +1,133 +4%
T. Rowe Price Associates
153
T. Rowe Price Associates
Maryland
$761K -$8.77K -260 -1%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$761K
PFO
155
Pathstone Family Office
New Jersey
$747K -$607 -18 -0.1%
Allspring Global Investments
156
Allspring Global Investments
North Carolina
$739K +$36.8K +1,090 +5%
FFM
157
Forum Financial Management
Illinois
$713K +$335K +9,930 +78%
TG
158
TCW Group
California
$711K +$48.7K +1,444 +7%
American Century Companies
159
American Century Companies
Missouri
$709K +$45.6K +1,350 +6%
LPL Financial
160
LPL Financial
California
$708K +$61.4K +1,820 +9%
FF
161
Friedenthal Financial
New Jersey
$702K +$751K +22,270 New
Ameriprise
162
Ameriprise
Minnesota
$670K +$717K +21,242 New
MWM
163
Madison Wealth Management
Ohio
$662K
LOAMS
164
Lombard Odier Asset Management (Switzerland)
Switzerland
$647K -$6.31K -187 -2%
WPEP
165
Walnut Private Equity Partners
Nebraska
$632K -$607K -18,000 -47%
OTL
166
Oak Thistle LLC
New York
$629K +$673K +19,951 New
APWM
167
Argonautica Private Wealth Management
Massachusetts
$611K +$91.9K +2,725 +16%
AB
168
Amalgamated Bank
New York
$609K -$38.3K -1,136 -6%
CQS
169
Credential Qtrade Securities
$580K -$607 -18 -0.1%
EIA
170
Edgemoor Investment Advisors
Maryland
$578K -$7.59K -225 -1%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$577K +$67 +2 +0%
Charles Schwab
172
Charles Schwab
California
$571K +$18.7K +555 +3%
AACA
173
American Assets Capital Advisers
California
$560K -$3.37K -100 -0.6%
SPA
174
Sherbrooke Park Advisers
New York
$554K +$593K +17,575 New
PCIA
175
Prime Capital Investment Advisors
Kansas
$548K +$167K +4,938 +40%

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.