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Brookfield Renewable
BEP

Overview Fund Activity

217 hedge funds and large institutions have $4.12B invested in Brookfield Renewable in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 22 closing their positions.

Holders
217
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
69
Reduced
54
Closed
22
Calls
$12.6M
Puts
$8.42M
Net Calls
+$4.21M
Net Calls Change
+$3.52M

Top Buyers

1
CIBC Asset Management
1
CIBC Asset Management
Ontario, Canada
$193M
2
AM
2
AGF Management
Ontario, Canada
$36.7M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$48M
4
UBS Group
4
UBS Group
Switzerland
$19.2M
5
LIP
5
Liontrust Investment Partners
United Kingdom
$26.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$223M
2
Select Equity Group
2
Select Equity Group
New York
$11.9M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$200M
4
NAM
4
NewGen Asset Management
Ontario, Canada
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$27.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
101
WealthTrust Axiom
Pennsylvania
$409K 17,940 – –
FT
102
Fiduciary Trust
Massachusetts
$403K 17,667 – –
Wolverine Trading
103
Wolverine Trading
Illinois
$397K 17,297 +17,297 New
SWM
104
SeaCrest Wealth Management
New York
$394K 17,284 -970 -5%
EIM
105
Ervin Investment Management
Washington
$392K 17,200 -28,964 -63%
PAG
106
Private Advisor Group
New Jersey
$366K 16,051 -16,486 -51%
Osaic Holdings
107
Osaic Holdings
Arizona
$360K 15,797 -3,862 -20%
SFI
108
Susquehanna Fundamental Investments
Pennsylvania
$346K 15,200 +15,200 New
AWM
109
Apollon Wealth Management
South Carolina
$343K 15,066 +1,067 +8%
HF
110
HRT Financial
New York
$340K 14,961 +14,961 New
STA
111
Summit Trail Advisors
New York
$315K 13,830 +13,830 New
TWP
112
Tyche Wealth Partners
Texas
$315K 13,825 +4,000 +41%
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$311K 13,658 -735 -5%
KeyBank National Association
114
KeyBank National Association
Ohio
$308K 13,501 -202 -1%
ATIA
115
American Trust Investment Advisors
New Hampshire
$304K 13,325 – –
WT
116
Whittier Trust
California
$302K 13,261 – –
SWP
117
Stratos Wealth Partners
Ohio
$291K 12,786 +32 +0.3%
IAS
118
Insigneo Advisory Services
Florida
$291K 12,775 – –
PP
119
Pacifica Partners
Canada
$284K 12,319 – –
EAM
120
Evanson Asset Management
California
$281K 12,326 – –
Corient Private Wealth
121
Corient Private Wealth
Florida
$274K 12,032 -3,440 -22%
CAM
122
Cresset Asset Management
Illinois
$274K 12,031 -9,800 -45%
BAM
123
Belpointe Asset Management
Nevada
$268K 10,938 +199 +2%
NIM
124
NEOS Investment Management
Connecticut
$265K 11,640 +11,640 New
BIA
125
Beacon Investment Advisors
Maryland
$265K 11,613 +90 +0.8%
3 4
5
6 7