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Brookfield Renewable
BEP

Overview Fund Activity

54 hedge funds and large institutions have $915M invested in Brookfield Renewable in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
18
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$102M
2
Canada Life
2
Canada Life
Manitoba, Canada
$29M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$75.9M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$51.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$248M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$82.7M
3
AII
3
AGF Investments Inc
Ontario, Canada
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$31.1M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$87.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Toronto Dominion Bank
26
Toronto Dominion Bank
Ontario, Canada
$1.39M 51,888 +4,064 +8%
KFS
27
KMS Financial Services
Washington
$1.22M 45,785 +365 +0.8%
AIM
28
Acuity Investment Management
Ontario, Canada
$1.1M 41,300 -36,800 -47%
Deutsche Bank
29
Deutsche Bank
Germany
$1.02M 38,300 – –
Macquarie Group
30
Macquarie Group
Australia
$924K 34,583 -627 -2%
Morgan Stanley
31
Morgan Stanley
New York
$880K 32,945 +18,866 +134%
Franklin Resources
32
Franklin Resources
California
$828K 31,000 – –
WRM
33
Westport Resources Management
Connecticut
$772K 28,935 – –
Northern Trust
34
Northern Trust
Illinois
$655K 24,551 – –
OMC
35
Overbrook Management Corp
New York
$550K 19,980 +19,980 New
GBA
36
Garrison Bradford & Associates
New York
$400K 15,000 – –
BONST
37
Bank of Nova Scotia Trust
Ontario, Canada
$363K 13,600 – –
SRC
38
Stone Run Capital
New York
$267K 10,000 +10,000 New
Bank of America
39
Bank of America
North Carolina
$258K 9,653 +380 +4%
ADBIC
40
A.D. Beadell Investment Counsel
Wisconsin
$238K 8,959 -2,000 -18%
WCA
41
Waratah Capital Advisors
Ontario, Canada
$83K 3,100 +3,100 New
U
42
UBS
Switzerland
$73K 2,714 +1,530 +129%
SF
43
Synovus Financial
Georgia
$67K 2,500 +2,500 New
Citigroup
44
Citigroup
New York
$35K 1,302 – –
Creative Planning
45
Creative Planning
Kansas
$19K 701 +500 +249%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$17K 650 – –
SIA
47
SeaBridge Investment Advisors
New Jersey
$16K 600 – –
FWM
48
Focused Wealth Management
New York
$16K 600 +600 New
Wells Fargo
49
Wells Fargo
California
$15K 550 -800 -59%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$13K 500 -3,800 -88%
1
2
3