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Brookfield Renewable
BEP

Overview Fund Activity

209 hedge funds and large institutions have $3.91B invested in Brookfield Renewable in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 26 closing their positions.

Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
66
Reduced
61
Closed
26
Calls
$3.8M
Puts
$14M
Net Calls
-$10.2M
Net Calls Change
+$1.13M

Top Buyers

1
CIM
1
CCLA Investment Management
United Kingdom
$39.3M
2
Fidelity International
2
Fidelity International
Bermuda
$204M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$266M
4
Ameriprise
4
Ameriprise
Minnesota
$19.9M
5
Invesco
5
Invesco
Georgia
$40.3M

Top Sellers

1
KACA
1
Kayne Anderson Capital Advisors
California
$36.2M
2
TCA
2
Tortoise Capital Advisors
Kansas
$0
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$85.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$567K
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$35.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PCOC
101
Power Corp of Canada
Canada
$443K 20,258 -20,258 -50%
CCM
102
Community Capital Management
Florida
$435K 20,000 – –
WA
103
WealthTrust Axiom
Pennsylvania
$423K 19,440 – –
CSS
104
Cubist Systematic Strategies
Connecticut
$422K 19,390 – –
AAS
105
Avantax Advisory Services
Texas
$396K 18,236 +2,288 +14%
Corient Private Wealth
106
Corient Private Wealth
Florida
$353K 16,220 +3,782 +30%
EAM
107
Evanson Asset Management
California
$321K 14,748 +14,748 New
KeyBank National Association
108
KeyBank National Association
Ohio
$317K 14,564 -50 -0.3%
WW
109
Waterfront Wealth
Kansas
$309K 13,862 – –
WT
110
Whittier Trust
California
$288K 13,261 – –
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$286K 13,143 +66 +0.5%
PFO
112
Pathstone Family Office
New Jersey
$282K 12,960 +12,960 New
AGM
113
Alpine Global Management
New York
$282K 12,950 +12,950 New
CT
114
Clearstead Trust
Maine
$280K 12,866 – –
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$279K 12,853 +12,853 New
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$275K 12,666 -10,049 -44%
SW
117
SVB Wealth
Massachusetts
$275K 12,640 -1,315 -9%
PP
118
Pacifica Partners
Canada
$266K 12,634 +66 +0.5%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$262K 12,035 -11,335 -49%
BSW
120
Buckingham Strategic Wealth
Missouri
$260K 11,962 -972 -8%
FT
121
Fiduciary Trust
Massachusetts
$259K 11,907 – –
SWP
122
Stratos Wealth Partners
Ohio
$244K 11,226 +11,226 New
BIA
123
Beacon Investment Advisors
Maryland
$241K 11,102 +88 +0.8%
JFL
124
Jarislowsky, Fraser Ltd
Quebec, Canada
$237K 10,845 -2,026 -16%
VF
125
Virtu Financial
New York
$221K 10,144 +10,144 New
3 4
5
6 7