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Brookfield Renewable
BEP

Overview Fund Activity

238 hedge funds and large institutions have $5.11B invested in Brookfield Renewable in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+12
Holders Change %
+5.31%
% of All Funds
3.81%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
35
Increased
79
Reduced
62
Closed
22
Calls
$7.03M
Puts
$22.6M
Net Calls
-$15.6M
Net Calls Change
-$15.7M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$303M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
$56.1M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$294M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$22.5M
5
Select Equity Group
Select Equity Group
New York
$74.8M

Top Sellers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
$52.9M
2
EWA
EP Wealth Advisors
California
$4.82M
3
Fidelity International
Fidelity International
Bermuda
$246M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$97.9M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
126
Fiduciary Trust
Massachusetts
$375K – – –
PP
127
Pacifica Partners
Canada
$366K +$16.8K +557 +5%
CA
128
Clearstead Advisors
Ohio
$360K -$26.4K -838 -7%
NAM
129
Nexpoint Asset Management
Texas
$359K +$359K +11,400 New
BIA
130
Beacon Investment Advisors
Maryland
$344K +$3.03K +96 +0.9%
AWM
131
Apollon Wealth Management
South Carolina
$336K +$24.9K +791 +8%
BAM
132
Baldrige Asset Management
Pennsylvania
$321K -$29.6K -940 -8%
BSW
133
Buckingham Strategic Wealth
Missouri
$303K – – –
SFS
134
Sowell Financial Services
Arkansas
$302K +$302K +9,599 New
SIC
135
Salem Investment Counselors
North Carolina
$292K +$292K +9,262 New
Jane Street
136
Jane Street
New York
$286K -$1.55M -49,192 -84%
TF
137
TIAA FSB
Florida
$279K – – –
ACIM
138
Azimuth Capital Investment Management
Michigan
$277K -$15.8K -500 -5%
Creative Planning
139
Creative Planning
Kansas
$270K +$18.8K +596 +7%
TCM
140
Tandem Capital Management
New Jersey
$267K – – –
XT
141
XTX Topco
Cayman Islands
$243K -$23.7K -753 -9%
BAM
142
Belpointe Asset Management
Nevada
$228K +$48.2K +1,529 +27%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$226K +$151K +4,787 +200%
CB
144
Cadence Bank
Mississippi
$223K +$223K +7,078 New
VHAM
145
Van Hulzen Asset Management
California
$223K +$223K +7,086 New
ORC
146
O'Rourke & Company
Massachusetts
$219K -$31.3K -995 -13%
KJHP
147
K.J. Harrison & Partners
Ontario, Canada
$214K +$214K +6,800 New
ADBIC
148
A.D. Beadell Investment Counsel
Wisconsin
$212K +$212K +6,738 New
IC
149
IEQ Capital
California
$212K +$212K +6,713 New
CPIG
150
Chicago Partners Investment Group
Illinois
$211K +$211K +6,689 New
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