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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 %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$738K -$13.2K -420 -2%
AWM
102
AE Wealth Management
Kansas
$731K -$14K -443 -2%
VFA
103
Voya Financial Advisors
Connecticut
$711K +$96.9K +3,104 +16%
SFI
104
Susquehanna Fundamental Investments
Pennsylvania
$681K – – –
Renaissance Technologies
105
Renaissance Technologies
New York
$673K -$6.99M -221,800 -91%
WA
106
WealthTrust Axiom
Pennsylvania
$633K -$59.1K -1,875 -9%
CCM
107
Community Capital Management
Florida
$630K – – –
CSS
108
Cubist Systematic Strategies
Connecticut
$611K -$579K -18,391 -49%
NIM
109
Nexus Investment Management
Ontario, Canada
$583K – – –
OFG
110
OTA Financial Group
New York
$570K +$570K +18,094 New
DT
111
Diversified Trust
Tennessee
$542K +$180K +5,700 +50%
AAS
112
Avantax Advisory Services
Texas
$516K +$6.3K +200 +1%
SW
113
SVB Wealth
Massachusetts
$494K -$54.6K -1,734 -10%
Citadel Advisors
114
Citadel Advisors
Florida
$494K -$4.49M -142,526 -90%
KeyBank National Association
115
KeyBank National Association
Ohio
$458K +$4.25K +135 +0.9%
JFL
116
Jarislowsky, Fraser Ltd
Quebec, Canada
$437K -$12.3K -390 -3%
WW
117
Waterfront Wealth
Kansas
$437K – – –
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$435K +$56.9K +1,806 +15%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$428K +$138K +4,378 +47%
TFA
120
Teamwork Financial Advisors
Texas
$420K -$20.4K -648 -5%
WT
121
Whittier Trust
California
$418K – – –
Barclays
122
Barclays
United Kingdom
$415K – – –
Corient Private Wealth
123
Corient Private Wealth
Florida
$414K +$59K +1,874 +17%
CT
124
Clearstead Trust
Maine
$405K – – –
V
125
Veritable
Delaware
$402K – – –
3 4
5
6 7