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Brookfield Renewable
BEP

Overview Fund Activity

238 hedge funds and large institutions have $5.11B invested in Brookfield Renewable in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+12
Holders Change %
+5.31%
% of All Funds
3.81%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
35
Increased
79
Reduced
62
Closed
22
Calls
$7.03M
Puts
$22.6M
Net Calls
-$15.6M
Net Calls Change
-$15.7M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$303M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
$56.1M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$294M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$22.5M
5
Select Equity Group
Select Equity Group
New York
$74.8M

Top Sellers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
$52.9M
2
EWA
EP Wealth Advisors
California
$4.82M
3
Fidelity International
Fidelity International
Bermuda
$246M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$97.9M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
226
Hazlett, Burt & Watson
West Virginia
$1K +$1K +20 New
BCM
227
Bourgeon Capital Management
Connecticut
$883 – – –
NSIM
228
North Star Investment Management
Illinois
$788 – – –
LSA
229
Lansing Street Advisors
Pennsylvania
$630 – – –
IGWM
230
ICA Group Wealth Management
Colorado
$473 – – –
AIC
231
Archer Investment Corporation
Indiana
$324 – – –
AssetMark Inc
232
AssetMark Inc
California
$298 +$298 +7 New
WWP
233
WR Wealth Planners
Missouri
$284 – – –
GWS
234
Glassman Wealth Services
Virginia
$252 -$1.26K -40 -83%
TCM
235
Tradewinds Capital Management
Washington
$95 – – –
LWANC
236
Laurel Wealth Advisors (North Carolina)
North Carolina
$95 – – –
VFA
237
Values First Advisors
Tennessee
$42 +$42 +1 New
Point72 Asset Management
238
Point72 Asset Management
Connecticut
– -$1.01M -39,900 Closed
SG Americas Securities
239
SG Americas Securities
New York
– -$443K -17,488 Closed
M&T Bank
240
M&T Bank
New York
– -$374K -14,740 Closed
Simplex Trading
241
Simplex Trading
Illinois
– -$291K -11,520 Closed
FC
242
FORA Capital
Florida
– -$238K -9,384 Closed
AF
243
Aldebaran Financial
– -$228K -8,983 Closed
NAMM
244
NorthStar Asset Management (Massachusetts)
Massachusetts
– -$224K -8,850 Closed
CA
245
Corrado Advisors
New Jersey
– -$143K -5,631 Closed
USCWA
246
U.S. Capital Wealth Advisors
Texas
– -$105K -4,125 Closed
IA
247
IFP Advisors
Florida
– -$56K -1,809 Closed
HDIM
248
Hanson & Doremus Investment Management
Vermont
– -$42K -1,650 Closed
MS
249
Madden Securities
Texas
– -$38.6K -1,525 Closed
SSG
250
Summit Securities Group
New York
– -$34K -1,358 Closed
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