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Brookfield Renewable
BEP

Overview Fund Activity

211 hedge funds and large institutions have $4.29B invested in Brookfield Renewable in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-5
Holders Change %
-2.31%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
64
Reduced
66
Closed
30
Calls
$6.45M
Puts
$6.68M
Net Calls
-$237K
Net Calls Change
+$210K

Top Buyers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
$152M
2
IIM
Intact Investment Management
Quebec, Canada
$20.4M
3
Fidelity International
Fidelity International
Bermuda
$318M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$160M
5
LM
Lincluden Management
Ontario, Canada
$15.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$43.1M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$234M
3
KACA
Kayne Anderson Capital Advisors
California
$4.27M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$37M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
126
Waterfront Wealth
Kansas
$240K – – –
IMCOOI
127
Investment Management Corp of Ontario (IMCO)
Canada
$238K -$200K -8,600 -46%
AWM
128
Apollon Wealth Management
South Carolina
$225K +$17.9K +772 +9%
SIC
129
Salem Investment Counselors
North Carolina
$215K – – –
Barclays
130
Barclays
United Kingdom
$212K -$29.9K -1,286 -12%
JFL
131
Jarislowsky, Fraser Ltd
Quebec, Canada
$204K -$48.4K -2,078 -19%
Bessemer Group
132
Bessemer Group
New Jersey
$201K +$2.26K +97 +1%
WTA
133
Washington Trust Advisors
Massachusetts
$167K – – –
ITIM
134
Indiana Trust & Investment Management
Indiana
$149K – – –
CCM
135
Chilton Capital Management
Texas
$139K +$1.58K +68 +1%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$117K -$20.9K -900 -15%
PS
137
Principal Securities
Iowa
$65.9K -$2.51K -108 -4%
WTC
138
WhitTier Trust Company
Nevada
$58.1K – – –
SPIA
139
Steward Partners Investment Advisory
New York
$55K -$164K -7,075 -75%
JAM
140
JCIC Asset Management
Ontario, Canada
$54.4K – – –
ETC
141
Exchange Traded Concepts
Oklahoma
$51.9K +$3.86K +166 +8%
CPA
142
Clear Point Advisors
New York
$48.8K +$48.8K +2,100 New
EWM
143
Evermay Wealth Management
Virginia
$48.8K +$48.8K +2,100 New
SWM
144
Spire Wealth Management
Virginia
$46.6K – – –
MLA
145
MB, Levis & Associates
Pennsylvania
$45.6K +$581 +25 +1%
GWSG
146
GPS Wealth Strategies Group
Colorado
$45.2K +$2.32K +100 +5%
SSB
147
Sandy Spring Bank
Maryland
$44.3K +$44.3K +1,908 New
TCM
148
TruNorth Capital Management
Michigan
$35.1K +$35.1K +1,513 New
JWA
149
JFS Wealth Advisors
Pennsylvania
$34.8K – – –
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$33.1K +$17.4K +750 +111%
4 5
6
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