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Brookfield Renewable
BEP

Overview Fund Activity

219 hedge funds and large institutions have $5.1B invested in Brookfield Renewable in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
219
Holders Change
+5
Holders Change %
+2.34%
% 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
24
Increased
69
Reduced
56
Closed
15
Calls
$7.1M
Puts
$6.41M
Net Calls
+$688K
Net Calls Change
+$1.02M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$2.09B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$458M
3
IIM
3
Intact Investment Management
Quebec, Canada
$42.3M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$74.3M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$50M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$76.5M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.6M
3
APG Asset Management
3
APG Asset Management
Netherlands
$1.89M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
WPI
101
Walter Public Investments
Canada
$507K 18,000 – –
USCWA
102
U.S. Capital Wealth Advisors
Texas
$507K 18,000 – –
WA
103
WealthTrust Axiom
Pennsylvania
$506K 17,940 – –
FT
104
Fiduciary Trust
Massachusetts
$498K 17,667 – –
EHC
105
Everett Harris & Co
California
$488K 17,300 – –
CA
106
Clearstead Advisors
Ohio
$470K 16,672 +4,135 +33%
Corient Private Wealth
107
Corient Private Wealth
Florida
$436K 15,472 +2,252 +17%
Pathstone Holdings
108
Pathstone Holdings
New Jersey
$406K 14,393 -576 -4%
AWM
109
Apollon Wealth Management
South Carolina
$394K 13,999 +945 +7%
KeyBank National Association
110
KeyBank National Association
Ohio
$386K 13,703 -90 -0.7%
ATIA
111
American Trust Investment Advisors
New Hampshire
$375K 13,325 -955 -7%
WT
112
Whittier Trust
California
$374K 13,261 – –
IAS
113
Insigneo Advisory Services
Florida
$360K 12,775 – –
SWP
114
Stratos Wealth Partners
Ohio
$359K 12,754 +114 +0.9%
PP
115
Pacifica Partners
Canada
$348K 12,319 -150 -1%
CIA
116
Concurrent Investment Advisors
Florida
$348K 12,350 +12,350 New
EAM
117
Evanson Asset Management
California
$347K 12,326 – –
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$333K 11,808 +10,143 +609%
VFA
119
Voya Financial Advisors
Connecticut
$332K 11,737 -2,400 -17%
BIA
120
Beacon Investment Advisors
Maryland
$325K 11,523 +102 +0.9%
BB
121
Burford Brothers
Texas
$323K 11,472 – –
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$318K 11,278 +67 +0.6%
Fiera Capital (Canada)
123
Fiera Capital (Canada)
Quebec, Canada
$307K 10,869 -31,147 -74%
BAM
124
Belpointe Asset Management
Nevada
$303K 10,739 -89 -0.8%
CT
125
Clearstead Trust
Maine
$290K 10,295 – –
3 4
5
6 7