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Brookfield Renewable
BEP

Overview Fund Activity

216 hedge funds and large institutions have $4.83B invested in Brookfield Renewable in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+7
Holders Change %
+3.35%
% 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
31
Increased
63
Reduced
65
Closed
21
Calls
$5.8M
Puts
$6.24M
Net Calls
-$447K
Net Calls Change
+$9.71M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$337M
2
Morgan Stanley
2
Morgan Stanley
New York
$116M
3
Select Equity Group
3
Select Equity Group
New York
$163M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$163M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$63.1M

Top Sellers

1
BCIM
1
British Columbia Investment Management
British Columbia, Canada
$25.2M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$1.05M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$19.7M
4
EAM
4
Eventide Asset Management
Massachusetts
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$248K +$19.7K +750 +9%
SIC
127
Salem Investment Counselors
North Carolina
$243K – – –
AWM
128
Apollon Wealth Management
South Carolina
$234K +$234K +8,922 New
Bessemer Group
129
Bessemer Group
New Jersey
$225K +$15.2K +578 +7%
SFI
130
Susquehanna Fundamental Investments
Pennsylvania
$215K -$326K -12,400 -60%
NAM
131
Nexpoint Asset Management
Texas
$215K +$215K +8,200 New
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$202K +$202K +7,671 New
WTA
133
Washington Trust Advisors
Massachusetts
$189K – – –
ITIM
134
Indiana Trust & Investment Management
Indiana
$168K – – –
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$156K +$23.7K +900 +18%
CCM
136
Chilton Capital Management
Texas
$155K – – –
Lazard Asset Management
137
Lazard Asset Management
New York
$134K +$79.3K +3,023 +145%
LM
138
Lincluden Management
Ontario, Canada
$94K +$94K +3,587 New
TRCT
139
Tower Research Capital (TRC)
New York
$91K +$64.7K +2,461 +245%
PS
140
Principal Securities
Iowa
$77.4K +$77.4K +2,945 New
WTC
141
WhitTier Trust Company
Nevada
$65.7K – – –
NFA
142
Northwest Financial Advisors
Virginia
$65.1K +$65.1K +2,479 New
HNB
143
Huntington National Bank
Ohio
$61.5K +$2.94K +112 +5%
JAM
144
JCIC Asset Management
Ontario, Canada
$61.4K +$3.02K +115 +5%
ETC
145
Exchange Traded Concepts
Oklahoma
$54.3K – – –
SWM
146
Spire Wealth Management
Virginia
$51.5K +$1.23K +48 +2%
MLA
147
MB, Levis & Associates
Pennsylvania
$50.9K +$552 +21 +1%
GWSG
148
GPS Wealth Strategies Group
Colorado
$48.5K +$5.26K +200 +12%
Citadel Advisors
149
Citadel Advisors
Florida
$47.1K -$639K -24,320 -93%
PI
150
PEAK6 Investments
Illinois
$42.1K +$42.1K +1,601 New
4 5
6
7 8