BEP icon

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.

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

Top Sellers

1
BCIM
1
British Columbia Investment Management
British Columbia, Canada
$52.9M
2
EWA
2
EP Wealth Advisors
California
$4.82M
3
Fidelity International
3
Fidelity International
Bermuda
$246M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$97.9M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
76
Edgemoor Investment Advisors
Maryland
$1.58M +$97K +3,077 +7%
HA
77
Herold Advisors
New York
$1.56M +$473 +15 +0%
SIC
78
SFE Investment Counsel
California
$1.46M -$5.11K -169 -0.3%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$1.45M +$38.8K +1,232 +3%
PI
80
PEAK6 Investments
Illinois
$1.36M +$696K +22,080 +104%
EIM
81
Ervin Investment Management
Washington
$1.34M +$8.18K +262 +0.6%
TYCC
82
Texas Yale Capital Corp
Florida
$1.29M – – –
RJA
83
Raymond James & Associates
Florida
$1.24M +$491K +15,575 +66%
PCOC
84
Power Corp of Canada
Canada
$1.2M +$1.2M +40,516 New
BONST
85
Bank of Nova Scotia Trust
Ontario, Canada
$1.17M -$81.5K -2,587 -7%
CWM
86
CIBC World Markets
New York
$960K +$960K +22,537 New
KIA
87
KCM Investment Advisors
California
$956K -$78.1K -2,479 -8%
BIM
88
Baldwin Investment Management
Pennsylvania
$893K – – –
OC
89
Oppenheimer & Co
New York
$890K +$890K +28,250 New
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$864K +$258K +8,193 +43%
SLA
91
Silver Lake Advisory
Utah
$863K – – –
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$856K +$124K +3,929 +17%
DWM
93
Dorchester Wealth Management
Quebec, Canada
$833K +$58.2K +2,310 +8%
CAN
94
Cetera Advisor Networks
California
$813K -$42.6K -1,353 -5%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$804K +$804K +25,500 New
TCM
96
Triumph Capital Management
Colorado
$789K +$2.36K +75 +0.3%
LPL Financial
97
LPL Financial
California
$776K +$25.7K +817 +3%
Stifel Financial
98
Stifel Financial
Missouri
$772K +$11.5K +365 +2%
ACM
99
Adalta Capital Management
New York
$757K – – –
AWS
100
Atria Wealth Solutions
New York
$754K -$616K -19,417 -45%
2 3
4
5 6