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Brookfield Renewable
BEP

Overview Fund Activity

155 hedge funds and large institutions have $3.86B invested in Brookfield Renewable in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+17
Holders Change %
+12.32%
% of All Funds
3.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
27
Increased
48
Reduced
47
Closed
10
Calls
$715K
Puts
$102K
Net Calls
+$613K
Net Calls Change
+$553K

Top Buyers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$85.1M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$15.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$196M
4
Fidelity International
Fidelity International
Bermuda
$94.3M
5
KACA
Kayne Anderson Capital Advisors
California
$29.5M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$85.4M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$45M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$302M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
$36.8M
5
GC
Guardian Capital
Ontario, Canada
$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
126
Gradient Investments
Minnesota
$57K +$57K +2,627 New
OAM
127
Oppenheimer Asset Management
New York
$50K +$4.99K +228 +11%
HS
128
Horan Securities
United States
$45K – – –
LWA
129
Lenox Wealth Advisors
New York
$43K +$43K +1,998 New
KPCM
130
Kings Point Capital Management
New York
$41K – – –
IA
131
IFP Advisors
Florida
$38K +$38K +1,773 New
SPIA
132
Steward Partners Investment Advisory
New York
$33K +$7.62K +358 +30%
RIA
133
Realta Investment Advisors
Delaware
$32K +$32K +1,501 New
VNA
134
Valley National Advisers
Pennsylvania
$25K +$25K +1,177 New
FWM
135
Focused Wealth Management
New York
$24K – – –
FHA
136
Flagship Harbor Advisors
Massachusetts
$21K +$215 +10 +1%
JFA
137
JNBA Financial Advisors
Minnesota
$20K – – –
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$17K – – –
SJIM
139
St. Johns Investment Management
Florida
$16K – – –
Bessemer Group
140
Bessemer Group
New Jersey
$16K +$16K +751 New
RE
141
RBC Europe
United Kingdom
$14.8K – – –
1832 Asset Management
142
1832 Asset Management
Ontario, Canada
$14K -$3.15K -354 -18%
SIM
143
Sonora Investment Management
Arizona
$12K – – –
AF
144
Advisornet Financial
Minnesota
$12K – – –
AIM
145
Advantage Investment Management
Iowa
$12K – – –
GSWM
146
Golden State Wealth Management
California
$12K +$12K +563 New
NSIM
147
North Star Investment Management
Illinois
$12K +$12K +563 New
IFAM
148
Institutional & Family Asset Management
Colorado
$11K +$11K +507 New
GWM
149
Geneos Wealth Management
Colorado
$11K +$11K +563 New
CTC
150
Central Trust Company
Missouri
$8K -$7K – –
3 4 5
6
7