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Brookfield Renewable
BEP

Overview Fund Activity

216 hedge funds and large institutions have $4.83B invested in Brookfield Renewable in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 21 closing their positions.

Holders
216
Holders Change
+7
Holders Change %
+3.35%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
63
Reduced
65
Closed
21
Calls
$5.8M
Puts
$6.24M
Net Calls
-$447K
Net Calls Change
+$9.71M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$337M
2
Morgan Stanley
2
Morgan Stanley
New York
$116M
3
Select Equity Group
3
Select Equity Group
New York
$163M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$163M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$63.1M

Top Sellers

1
BCIM
1
British Columbia Investment Management
British Columbia, Canada
$25.2M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$1.05M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$19.7M
4
EAM
4
Eventide Asset Management
Massachusetts
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$327M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
101
WealthTrust Axiom
Pennsylvania
$471K 17,940 -1,500 -8%
AAS
102
Avantax Advisory Services
Texas
$465K 17,677 -559 -3%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$404K 15,379 +3,344 +28%
EAM
104
Evanson Asset Management
California
$388K 14,748 – –
FT
105
Fiduciary Trust
Massachusetts
$383K 14,587 +2,680 +23%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$382K 14,539 +1,396 +11%
ATIA
107
American Trust Investment Advisors
New Hampshire
$375K 14,280 +14,280 New
SWP
108
Stratos Wealth Partners
Ohio
$361K 13,726 +2,500 +22%
KeyBank National Association
109
KeyBank National Association
Ohio
$355K 13,511 -1,053 -7%
WT
110
Whittier Trust
California
$348K 13,261 – –
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$343K 13,069 +13,069 New
CT
112
Clearstead Trust
Maine
$338K 12,866 – –
AWS
113
Atria Wealth Solutions
New York
$337K 12,756 -11,141 -47%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$334K 12,722 +56 +0.4%
CA
115
Clearstead Advisors
Ohio
$329K 12,534 -12,232 -49%
BSW
116
Buckingham Strategic Wealth
Missouri
$326K 12,412 +450 +4%
PP
117
Pacifica Partners
Canada
$313K 12,634 – –
BB
118
Burford Brothers
Texas
$304K 11,570 +11,570 New
BIA
119
Beacon Investment Advisors
Maryland
$295K 11,228 +126 +1%
WW
120
Waterfront Wealth
Kansas
$295K 11,212 -2,650 -19%
JFL
121
Jarislowsky, Fraser Ltd
Quebec, Canada
$286K 10,845 – –
BAM
122
Belpointe Asset Management
Nevada
$283K 10,751 +1,307 +14%
PAG
123
Private Advisor Group
New Jersey
$281K 10,705 +10,705 New
Barclays
124
Barclays
United Kingdom
$272K 10,398 +6,195 +147%
BI
125
Bramshill Investments
Florida
$253K 9,617 +9,617 New
3 4
5
6 7