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Brookfield Renewable
BEP

Overview Fund Activity

216 hedge funds and large institutions have $5.16B invested in Brookfield Renewable in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 29 closing their positions.

Holders
216
Holders Change
-22
Holders Change %
-9.24%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
60
Reduced
69
Closed
29
Calls
$5.12M
Puts
$16.4M
Net Calls
-$11.3M
Net Calls Change
+$4.3M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$2.18B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$387M
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$134M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$314M
5
Select Equity Group
5
Select Equity Group
New York
$89.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.4M
2
Invesco
2
Invesco
Georgia
$40.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$186M
4
EWA
4
EP Wealth Advisors
California
$0
5
NAM
5
NewGen Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$1.42M 48,278 -4,435 -8%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$1.36M 46,147 +190 +0.4%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$1.26M 42,709 -40,600 -49%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$1.21M 41,012 -10,118 -20%
TYCC
80
Texas Yale Capital Corp
Florida
$1.21M 40,950 – –
PCOC
81
Power Corp of Canada
Canada
$1.19M 40,516 – –
RJA
82
Raymond James & Associates
Florida
$1.02M 34,701 -4,615 -12%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$992K 33,636 -3,073 -8%
BONST
84
Bank of Nova Scotia Trust
Ontario, Canada
$982K 33,312 -3,668 -10%
Jane Street
85
Jane Street
New York
$967K 32,787 +23,705 +261%
HF
86
HRT Financial
New York
$959K 32,535 +32,535 New
LPL Financial
87
LPL Financial
California
$847K 28,737 +4,097 +17%
BIM
88
Baldwin Investment Management
Pennsylvania
$836K 28,352 – –
KIA
89
KCM Investment Advisors
California
$819K 27,784 -2,544 -8%
SLA
90
Silver Lake Advisory
Utah
$807K 27,375 – –
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$802K 27,191 +11 +0%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$752K 25,500 – –
CAN
93
Cetera Advisor Networks
California
$752K 25,488 -321 -1%
DWM
94
Dorchester Wealth Management
Quebec, Canada
$749K 31,988 -1,095 -3%
OC
95
Oppenheimer & Co
New York
$719K 24,365 -3,885 -14%
ACM
96
Adalta Capital Management
New York
$708K 24,012 – –
AWS
97
Atria Wealth Solutions
New York
$705K 23,837 +67 +0.3%
Stifel Financial
98
Stifel Financial
Missouri
$695K 23,579 -929 -4%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$689K 23,370 -4,051 -15%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$670K 22,715 -700 -3%
2 3
4
5 6