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Brookfield Renewable
BEP

Overview Fund Activity

214 hedge funds and large institutions have $2.75B invested in Brookfield Renewable in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 65 reducing their positions, and 17 closing their positions.

Holders
214
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
64
Reduced
65
Closed
17
Calls
$5.43M
Puts
$5.77M
Net Calls
-$332K
Net Calls Change
-$95K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$125M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$69M
3
TPM
3
Triasima Portfolio Management
Quebec, Canada
$16.9M
4
LIP
4
Liontrust Investment Partners
United Kingdom
$14.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$59.8M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$128M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$9.29M
3
IIM
3
Intact Investment Management
Quebec, Canada
$0
4
Select Equity Group
4
Select Equity Group
New York
$123M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$295M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$1.03M 41,486 -12,158 -23%
LPL Financial
77
LPL Financial
California
$968K 39,099 +8,051 +26%
TI
78
Tidal Investments
Wisconsin
$961K 38,791 +1,533 +4%
HWM
79
HB Wealth Management
Georgia
$941K 37,975 +37,975 New
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$921K 37,200 -3,564 -9%
Wells Fargo
81
Wells Fargo
California
$913K 36,861 +750 +2%
Mackenzie Financial
82
Mackenzie Financial
Ontario, Canada
$845K 34,130 -110,734 -76%
TYCC
83
Texas Yale Capital Corp
Florida
$805K 32,510 +8,185 +34%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$780K 31,501 +193 +0.6%
Stifel Financial
85
Stifel Financial
Missouri
$763K 30,811 +340 +1%
BIM
86
Baldwin Investment Management
Pennsylvania
$758K 30,608 +3,256 +12%
FLC
87
Fifth Lane Capital
Texas
$743K 30,000 +30,000 New
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$595K 24,006 +921 +4%
ACM
89
Adalta Capital Management
New York
$592K 23,900 – –
NAM
90
Nexpoint Asset Management
Texas
$591K 23,850 +23,850 New
PAG
91
Private Advisor Group
New Jersey
$545K 22,016 +7,886 +56%
MCM
92
MAI Capital Management
Ohio
$545K 21,988 -162 -0.7%
AAS
93
Avantax Advisory Services
Texas
$541K 21,844 +1,119 +5%
Osaic Holdings
94
Osaic Holdings
Arizona
$523K 21,110 -87,061 -80%
SLA
95
Silver Lake Advisory
Utah
$518K 20,925 – –
DWM
96
Dorchester Wealth Management
Quebec, Canada
$513K 27,098 -3,120 -10%
SG
97
Sienna Gestion
France
$502K 20,258 – –
SWM
98
SeaCrest Wealth Management
New York
$491K 19,804 +19,804 New
CSS
99
Cubist Systematic Strategies
Connecticut
$480K 19,390 – –
CAM
100
Cresset Asset Management
Illinois
$464K 18,731 +1,700 +10%
2 3
4
5 6