BEP icon

Brookfield Renewable
BEP

Overview Fund Activity

185 hedge funds and large institutions have $4.36B invested in Brookfield Renewable in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+16
Holders Change %
+9.47%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
38
Increased
52
Reduced
57
Closed
19
Calls
–
Puts
$1.06M
Net Calls
-$1.06M
Net Calls Change
+$234K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$435M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$105M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.8M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$117M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$31.9M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$40.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$200M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$176M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
$12.2M
5
SC
Scotia Capital
Ontario, Canada
$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
151
Horan Securities
United States
$47K +$47K +2,064 New
NFG
152
Next Financial Group
Texas
$45K -$98.6K -4,316 -69%
LWA
153
Lenox Wealth Advisors
New York
$45K – – –
CQS
154
Credential Qtrade Securities
$43.1K -$25.6K -1,142 -37%
HFS
155
HBC Financial Services
Washington
$40K -$47K – –
TRCT
156
Tower Research Capital (TRC)
New York
$34K +$34K +1,494 New
ASN
157
Advisory Services Network
Georgia
$30K +$21.4K +942 +249%
VNA
158
Valley National Advisers
Pennsylvania
$27K – – –
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$27K +$8.58K +374 +47%
SPIA
160
Steward Partners Investment Advisory
New York
$26K – – –
FWM
161
Focused Wealth Management
New York
$25K – – –
JFA
162
JNBA Financial Advisors
Minnesota
$21K – – –
FHA
163
Flagship Harbor Advisors
Massachusetts
$20K -$2.41K -105 -11%
Bessemer Group
164
Bessemer Group
New Jersey
$17K – – –
IFAM
165
Institutional & Family Asset Management
Colorado
$15K +$6.68K +301 +80%
AF
166
Advisornet Financial
Minnesota
$13K – – –
SIM
167
Sonora Investment Management
Arizona
$13K – – –
OPS
168
Orion Portfolio Solutions
Nebraska
$13K +$13K +563 New
GSWM
169
Golden State Wealth Management
California
$13K +$13K +570 New
VRM
170
Vectors Research Management
New York
$10K +$10K +422 New
EWM
171
Edge Wealth Management
New York
$10K +$10K +456 New
IA
172
IFP Advisors
Florida
$9K +$9K +377 New
SMFS
173
Squar Milner Financial Services
California
$9K +$9K +422 New
CTC
174
Central Trust Company
Missouri
$8K -$9K – –
AWM
175
Atticus Wealth Management
Florida
$8K – – –
5 6
7
8 9