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Brookfield Renewable
BEP

Overview Fund Activity

119 hedge funds and large institutions have $2.53B invested in Brookfield Renewable in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
35
Reduced
41
Closed
16
Calls
$11.8M
Puts
$11.9M
Net Calls
-$101K
Net Calls Change
+$38K

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$59.7M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$5.69M
3
LSAG
Lake Street Advisors Group
New Hampshire
$19.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$8.76M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$3.97M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$50.2M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$2.41M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.93M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$113M
5
GC
Guardian Capital
Ontario, Canada
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
101
Regions Financial Corp
Alabama
$31K +$5.79K +420 +23%
KPCM
102
Kings Point Capital Management
New York
$26K -$39K -2,814 -60%
FWM
103
Focused Wealth Management
New York
$18K – – –
SWM
104
SeaCrest Wealth Management
New York
$15K -$5.53K -412 -27%
HIM
105
Hillsdale Investment Management
Ontario, Canada
$15K -$799 -56 -5%
TCA
106
Tortoise Capital Advisors
Kansas
$15K – – –
OAM
107
Oppenheimer Asset Management
New York
$15K +$15K +1,092 New
JFA
108
JNBA Financial Advisors
Minnesota
$13K +$13K +938 New
WAM
109
Wealthspire Advisors (Maryland)
Maryland
$13K +$13K +938 New
BWM
110
BerganKDV Wealth Management
Minnesota
$10K +$10K +751 New
RE
111
RBC Europe
United Kingdom
$9.45K – – –
DWM
112
Doyle Wealth Management
Florida
$9K +$9K +632 New
NSIM
113
North Star Investment Management
Illinois
$8K – – –
AF
114
Advisornet Financial
Minnesota
$8K – – –
YWP
115
YorkBridge Wealth Partners
New York
$6K +$552 +38 +10%
CTC
116
Central Trust Company
Missouri
$5K -$6K – –
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$3K – – –
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$3K +$3K +188 New
GFP
119
Gryphon Financial Partners
Ohio
$3K +$3K +235 New
CA
120
Claro Advisors
Massachusetts
$1K +$1K +60 New
MHS
121
M Holdings Securities
Oregon
– -$2.31M -143,539 Closed
GIM
122
Greystone Investment Management
Ohio
– -$1.28M -79,413 Closed
BCM
123
Brasada Capital Management
Texas
– -$765K -47,475 Closed
HighTower Advisors
124
HighTower Advisors
Illinois
– -$297K -18,577 Closed
SRC
125
Stone Run Capital
New York
– -$257K -15,950 Closed
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5
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