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Brookfield Renewable
BEP

Overview Fund Activity

254 hedge funds and large institutions have $6.55B invested in Brookfield Renewable in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
28
Increased
64
Reduced
80
Closed
21
Calls
$7.81M
Puts
$4.27M
Net Calls
+$3.53M
Net Calls Change
+$5.66M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$325M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$233M
3
Select Equity Group
3
Select Equity Group
New York
$108M
4
Goldman Sachs
4
Goldman Sachs
New York
$100M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$338M

Top Sellers

1
BCIM
1
British Columbia Investment Management
British Columbia, Canada
$75.8M
2
Fidelity International
2
Fidelity International
Bermuda
$348M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$26.9M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$50.1M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
226
Washington Trust
Rhode Island
$12K – – –
AWM
227
AllSquare Wealth Management
New York
$12K – – –
CHA
228
Carmichael Hill & Associates
Maryland
$12K – – –
CA
229
Clearstead Advisors
Ohio
$10K -$295K -7,399 -97%
SFG
230
Steward Financial Group
Texas
$10K – – –
LWANC
231
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K +$118 +3 +1%
BAM
232
Byrne Asset Management
New Jersey
$8K – – –
FP
233
Financial Perspectives
Minnesota
$6.16K +$6.16K +150 New
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$6K – – –
PFA
235
Professional Financial Advisors
Nebraska
$6K – – –
CAL
236
Capital Analysts LLC
Pennsylvania
$5K +$38 +1 +0.8%
AAP
237
Arax Advisory Partners
Colorado
$5K +$5K +124 New
HS
238
Horan Securities
United States
$4K – – –
S
239
Surevest
California
$3K – – –
T
240
TCWP
Ohio
$3K +$3K +76 New
DWA
241
Delos Wealth Advisors
Texas
$2K – – –
PAI
242
Pittenger & Anderson Inc
Nebraska
$2K – – –
GI
243
Gradient Investments
Minnesota
$2K – – –
WBC
244
West Branch Capital
Massachusetts
$2K – – –
GWS
245
Glassman Wealth Services
Virginia
$2K +$1.67K +40 +500%
BIM
246
Baldwin Investment Management
Pennsylvania
$1.19K +$18 +432 +2%
CFD
247
Creative Financial Designs
Indiana
$1K – – –
NSIM
248
North Star Investment Management
Illinois
$1K – – –
BCM
249
Bourgeon Capital Management
Connecticut
$1K – – –
FCMT
250
Founders Capital Management (Texas)
Texas
$1K – – –
7 8 9
10
11