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Brookfield Renewable
BEP

Overview Fund Activity

214 hedge funds and large institutions have $2.75B invested in Brookfield Renewable in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 65 reducing their positions, and 17 closing their positions.

Holders
214
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
64
Reduced
65
Closed
17
Calls
$5.43M
Puts
$5.77M
Net Calls
-$332K
Net Calls Change
-$95K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$125M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$69M
3
TPM
3
Triasima Portfolio Management
Quebec, Canada
$16.9M
4
LIP
4
Liontrust Investment Partners
United Kingdom
$14.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$59.8M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$128M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$9.29M
3
IIM
3
Intact Investment Management
Quebec, Canada
$0
4
Select Equity Group
4
Select Equity Group
New York
$123M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$295M
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
101
U.S. Capital Wealth Advisors
Texas
$446K 18,000 +7,500 +71%
WPI
102
Walter Public Investments
Canada
$445K 18,000 – –
WA
103
WealthTrust Axiom
Pennsylvania
$444K 17,940 +500 +3%
FT
104
Fiduciary Trust
Massachusetts
$438K 17,667 – –
EHC
105
Everett Harris & Co
California
$429K 17,300 +5,000 +41%
Pathstone Holdings
106
Pathstone Holdings
New Jersey
$371K 14,969 +1,900 +15%
VFA
107
Voya Financial Advisors
Connecticut
$370K 14,137 -1,164 -8%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$370K 14,948 -340 -2%
SFI
109
Susquehanna Fundamental Investments
Pennsylvania
$359K 14,500 +14,500 New
ATIA
110
American Trust Investment Advisors
New Hampshire
$354K 14,280 – –
KeyBank National Association
111
KeyBank National Association
Ohio
$342K 13,793 +282 +2%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$335K 13,523 -15,692 -54%
WT
113
Whittier Trust
California
$328K 13,261 – –
Corient Private Wealth
114
Corient Private Wealth
Florida
$327K 13,220 – –
PP
115
Pacifica Partners
Canada
$324K 12,469 – –
AWM
116
Apollon Wealth Management
South Carolina
$323K 13,054 +3,360 +35%
SWP
117
Stratos Wealth Partners
Ohio
$313K 12,640 -1,912 -13%
CA
118
Clearstead Advisors
Ohio
$311K 12,537 +2 +0%
EAM
119
Evanson Asset Management
California
$305K 12,326 -6,797 -36%
IAS
120
Insigneo Advisory Services
Florida
$298K 12,775 – –
BB
121
Burford Brothers
Texas
$284K 11,472 -98 -0.8%
BIA
122
Beacon Investment Advisors
Maryland
$283K 11,421 +106 +0.9%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$278K 11,211 +428 +4%
BAM
124
Belpointe Asset Management
Nevada
$268K 10,828 +338 +3%
BSW
125
Buckingham Strategic Wealth
Missouri
$263K 10,611 -2,000 -16%
3 4
5
6 7