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Brookfield Renewable
BEP

Overview Fund Activity

242 hedge funds and large institutions have $5.36B invested in Brookfield Renewable in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 27 closing their positions.

Holders
242
Holders Change
-12
Holders Change %
-4.72%
% of All Funds
4.09%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
81
Reduced
54
Closed
27
Calls
$8.07M
Puts
$2.8M
Net Calls
+$5.27M
Net Calls Change
+$1.74M

Top Buyers

1
CIBC Asset Management
1
CIBC Asset Management
Ontario, Canada
$145M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$78.7M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$51.7M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$64.2M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$212M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$221M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.2M
3
GC
3
Guardian Capital
Ontario, Canada
$27.7M
4
TPM
4
Triasima Portfolio Management
Quebec, Canada
$0
5
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$9.86M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
101
Community Capital Management
Florida
$696K 20,000 +20,000 New
RFM
102
Royal Fund Management
Florida
$686K 19,714 +19,714 New
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$611K 17,563 +107 +0.6%
JFL
104
Jarislowsky, Fraser Ltd
Quebec, Canada
$604K 17,428 -2,993 -15%
VFA
105
Voya Financial Advisors
Connecticut
$590K 16,951 +8,964 +112%
KeyBank National Association
106
KeyBank National Association
Ohio
$545K 15,647 +410 +3%
AAS
107
Avantax Advisory Services
Texas
$543K 15,608 +1,175 +8%
V
108
Veritable
Delaware
$529K 15,206 – –
BAM
109
Baldrige Asset Management
Pennsylvania
$524K 15,056 -52 -0.3%
WW
110
Waterfront Wealth
Kansas
$515K 14,812 – –
M&T Bank
111
M&T Bank
New York
$513K 14,740 -1,785 -11%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$491K 14,123 +1,288 +10%
CS
113
Credit Suisse
Switzerland
$469K 13,490 +348 +3%
WT
114
Whittier Trust
California
$462K 13,261 +1,000 +8%
CT
115
Clearstead Trust
Maine
$448K 12,866 – –
CAG
116
Crestwood Advisors Group
Massachusetts
$445K 12,782 – –
TFA
117
Teamwork Financial Advisors
Texas
$442K 12,700 +4,531 +55%
CA
118
Clearstead Advisors
Ohio
$426K 12,251 +12,000 +4,781%
FT
119
Fiduciary Trust
Massachusetts
$414K 11,907 – –
AF
120
Aldebaran Financial
$410K 11,723 -498 -4%
SG Americas Securities
121
SG Americas Securities
New York
$409K 11,739 +3,589 +44%
ACIM
122
Azimuth Capital Investment Management
Michigan
$408K 11,725 +11,725 New
PP
123
Pacifica Partners
Canada
$405K 11,570 – –
TF
124
TIAA FSB
Florida
$391K 11,241 +198 +2%
AG
125
Advocate Group
Minnesota
$350K 10,061 +10,061 New
3 4
5
6 7