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Brookfield Renewable
BEP

Overview Fund Activity

216 hedge funds and large institutions have $5.16B invested in Brookfield Renewable in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-22
Holders Change %
-9.24%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
60
Reduced
69
Closed
29
Calls
$5.12M
Puts
$16.4M
Net Calls
-$11.3M
Net Calls Change
+$4.3M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$2.18B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$387M
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$134M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$314M
5
Select Equity Group
5
Select Equity Group
New York
$89.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.4M
2
Invesco
2
Invesco
Georgia
$40.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$186M
4
EWA
4
EP Wealth Advisors
California
$0
5
NAM
5
NewGen Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
126
Belpointe Asset Management
Nevada
$313K +$99.2K +3,363 +46%
Barclays
127
Barclays
United Kingdom
$285K -$104K -3,517 -27%
TFA
128
Teamwork Financial Advisors
Texas
$281K -$112K -3,806 -29%
MWM
129
Modera Wealth Management
New Jersey
$274K +$274K +9,284 New
SIC
130
Salem Investment Counselors
North Carolina
$273K – – –
CAM
131
Cresset Asset Management
Illinois
$262K +$262K +8,881 New
TF
132
TIAA FSB
Florida
$261K – – –
ACIM
133
Azimuth Capital Investment Management
Michigan
$259K – – –
NA
134
NewEdge Advisors
Louisiana
$256K +$252K +8,541 +6,327%
TCM
135
Tandem Capital Management
New Jersey
$250K – – –
NAM
136
Nexpoint Asset Management
Texas
$242K -$94.4K -3,200 -28%
Creative Planning
137
Creative Planning
Kansas
$240K -$13K -441 -5%
Bessemer Group
138
Bessemer Group
New Jersey
$232K +$214K +7,271 +1,212%
Renaissance Technologies
139
Renaissance Technologies
New York
$223K -$407K -13,798 -65%
CB
140
Cadence Bank
Mississippi
$212K +$2.8K +95 +1%
VHAM
141
Van Hulzen Asset Management
California
$209K – – –
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$194K – – –
CCM
143
Chilton Capital Management
Texas
$174K – – –
CCA
144
Catalyst Capital Advisors
New York
$141K -$46.7K -1,583 -25%
WTA
145
Washington Trust Advisors
Massachusetts
$137K – – –
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$126K – – –
PIAS
147
PCA Investment Advisory Services
Ohio
$89.8K +$89.8K +3,045 New
LJHT
148
Laurie J. Hall Trustee
$84K +$17.7K +600 +27%
ETC
149
Exchange Traded Concepts
Oklahoma
$83.1K – – –
SWM
150
Spire Wealth Management
Virginia
$79.7K +$40.2K +1,363 +102%
4 5
6
7 8