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Brookfield Renewable
BEP

Overview Fund Activity

219 hedge funds and large institutions have $5.1B invested in Brookfield Renewable in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
219
Holders Change
+5
Holders Change %
+2.34%
% 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
24
Increased
69
Reduced
56
Closed
15
Calls
$7.1M
Puts
$6.41M
Net Calls
+$688K
Net Calls Change
+$1.02M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$2.09B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$458M
3
IIM
3
Intact Investment Management
Quebec, Canada
$42.3M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$74.3M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$50M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$76.5M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.6M
3
APG Asset Management
3
APG Asset Management
Netherlands
$1.89M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
KJHP
126
K.J. Harrison & Partners
Ontario, Canada
$289K 10,000 +10,000 New
TWP
127
Tyche Wealth Partners
Texas
$277K 9,825 +9,825 New
WW
128
Waterfront Wealth
Kansas
$277K 10,462 – –
OCAM
129
Onex Canada Asset Management
Ontario, Canada
$276K 9,773 -41,144 -81%
AWA
130
Arkadios Wealth Advisors
Georgia
$272K 9,662 +9,662 New
IMCOOI
131
Investment Management Corp of Ontario (IMCO)
Canada
$269K 9,530 -800 -8%
SIC
132
Salem Investment Counselors
North Carolina
$261K 9,262 – –
IC
133
IEQ Capital
California
$247K 8,771 +8,771 New
AL
134
Aspiriant LLC
California
$241K 8,564 +8,564 New
AWS
135
Atria Wealth Solutions
New York
$224K 7,859 +7,859 New
CB
136
Cadence Bank
Mississippi
$212K 7,521 +7,521 New
WIM
137
Waverton Investment Management
United Kingdom
$207K 6,330 +6,330 New
Creative Planning
138
Creative Planning
Kansas
$206K 7,303 +7,303 New
AF
139
Aviso Financial
Ontario, Canada
$206K 7,288 +1,001 +16%
Bessemer Group
140
Bessemer Group
New Jersey
$205K 7,272 -600 -8%
WTA
141
Washington Trust Advisors
Massachusetts
$203K 7,201 – –
Barclays
142
Barclays
United Kingdom
$199K 7,047 +2,036 +41%
ITIM
143
Indiana Trust & Investment Management
Indiana
$181K 6,410 – –
CCM
144
Chilton Capital Management
Texas
$166K 5,895 – –
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$84.5K 3,000 -1,579 -34%
WTC
146
WhitTier Trust Company
Nevada
$70.5K 2,500 – –
PS
147
Principal Securities
Iowa
$64.8K 2,301 -476 -17%
JAM
148
JCIC Asset Management
Ontario, Canada
$60.5K 2,147 – –
EWM
149
Evermay Wealth Management
Virginia
$59.2K 2,100 – –
CPA
150
Clear Point Advisors
New York
$59.2K 2,100 – –
4 5
6
7 8