BEP icon

Brookfield Renewable
BEP

Overview Fund Activity

211 hedge funds and large institutions have $4.29B invested in Brookfield Renewable in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-5
Holders Change %
-2.31%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
64
Reduced
66
Closed
30
Calls
$6.45M
Puts
$6.68M
Net Calls
-$237K
Net Calls Change
+$210K

Top Buyers

1
BCIM
1
British Columbia Investment Management
British Columbia, Canada
$152M
2
IIM
2
Intact Investment Management
Quebec, Canada
$20.4M
3
Fidelity International
3
Fidelity International
Bermuda
$318M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$160M
5
LM
5
Lincluden Management
Ontario, Canada
$15.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.1M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$234M
3
KACA
3
Kayne Anderson Capital Advisors
California
$4.27M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$37M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
101
Cresset Asset Management
Illinois
$396K +$396K +17,031 New
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$355K -$2.11K -91 -0.6%
VFA
103
Voya Financial Advisors
Connecticut
$354K -$182K -7,859 -34%
CA
104
Clearstead Advisors
Ohio
$343K +$27 +1 +0%
SWP
105
Stratos Wealth Partners
Ohio
$338K +$19.2K +826 +6%
ATIA
106
American Trust Investment Advisors
New Hampshire
$332K – – –
VF
107
Virtu Financial
New York
$329K +$329K +14,171 New
PAG
108
Private Advisor Group
New Jersey
$328K +$79.6K +3,425 +32%
KeyBank National Association
109
KeyBank National Association
Ohio
$314K – – –
WT
110
Whittier Trust
California
$308K – – –
Corient Private Wealth
111
Corient Private Wealth
Florida
$307K -$115K -4,968 -27%
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$304K -$1M -43,138 -77%
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$304K – – –
CT
114
Clearstead Trust
Maine
$299K – – –
IAS
115
Insigneo Advisory Services
Florida
$297K +$297K +12,775 New
BSW
116
Buckingham Strategic Wealth
Missouri
$293K +$4.62K +199 +2%
EHC
117
Everett Harris & Co
California
$286K +$286K +12,300 New
PP
118
Pacifica Partners
Canada
$284K -$3.76K -165 -1%
AWS
119
Atria Wealth Solutions
New York
$274K -$22.6K -972 -8%
BB
120
Burford Brothers
Texas
$269K – – –
BIA
121
Beacon Investment Advisors
Maryland
$263K +$2.02K +87 +0.8%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$251K -$87.3K -3,756 -26%
USCWA
123
U.S. Capital Wealth Advisors
Texas
$244K +$244K +10,500 New
BAM
124
Belpointe Asset Management
Nevada
$244K -$6.06K -261 -2%
CA
125
Cetera Advisors
Colorado
$243K +$243K +10,465 New
3 4
5
6 7