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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 %
Citadel Advisors
101
Citadel Advisors
Florida
$661K 22,417 +6,747 +43%
VFA
102
Voya Financial Advisors
Connecticut
$658K 22,589 -205 -0.9%
SFI
103
Susquehanna Fundamental Investments
Pennsylvania
$607K 20,600 -1,000 -5%
CCM
104
Community Capital Management
Florida
$590K 20,000 – –
WA
105
WealthTrust Axiom
Pennsylvania
$573K 19,440 -650 -3%
CSS
106
Cubist Systematic Strategies
Connecticut
$572K 19,390 – –
AWM
107
AE Wealth Management
Kansas
$569K 19,291 -3,914 -17%
AAS
108
Avantax Advisory Services
Texas
$470K 15,948 -431 -3%
KeyBank National Association
109
KeyBank National Association
Ohio
$431K 14,614 +94 +0.6%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$417K 14,126 +529 +4%
WW
111
Waterfront Wealth
Kansas
$416K 13,862 – –
SW
112
SVB Wealth
Massachusetts
$412K 13,955 -1,733 -11%
CT
113
Clearstead Trust
Maine
$405K 12,866 – –
WT
114
Whittier Trust
California
$391K 13,261 – –
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$386K 13,077 -716 -5%
BSW
116
Buckingham Strategic Wealth
Missouri
$381K 12,934 +972 +8%
JFL
117
Jarislowsky, Fraser Ltd
Quebec, Canada
$380K 12,871 -1,007 -7%
V
118
Veritable
Delaware
$376K 12,756 – –
TRCT
119
Tower Research Capital (TRC)
New York
$372K 12,600 +12,455 +8,590%
PP
120
Pacifica Partners
Canada
$371K 12,568 +441 +4%
Corient Private Wealth
121
Corient Private Wealth
Florida
$367K 12,438 -686 -5%
PI
122
PEAK6 Investments
Illinois
$364K 12,343 -30,951 -71%
FT
123
Fiduciary Trust
Massachusetts
$351K 11,907 – –
CA
124
Clearstead Advisors
Ohio
$337K 11,416 +1 +0%
BIA
125
Beacon Investment Advisors
Maryland
$325K 11,014 +83 +0.8%
3 4
5
6 7