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Brookfield Renewable
BEP

Overview Fund Activity

238 hedge funds and large institutions have $5.11B invested in Brookfield Renewable in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+12
Holders Change %
+5.31%
% of All Funds
3.81%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
35
Increased
79
Reduced
62
Closed
22
Calls
$7.03M
Puts
$22.6M
Net Calls
-$15.6M
Net Calls Change
-$15.7M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$303M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
$56.1M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$294M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$22.5M
5
Select Equity Group
Select Equity Group
New York
$74.8M

Top Sellers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
$52.9M
2
EWA
EP Wealth Advisors
California
$4.82M
3
Fidelity International
Fidelity International
Bermuda
$246M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$97.9M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
151
Aspiriant LLC
California
$209K +$209K +6,636 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$207K -$12.1K -385 -6%
AWA
153
Arete Wealth Advisors
Illinois
$206K +$206K +6,551 New
BIC
154
Beach Investment Counsel
Pennsylvania
$203K +$203K +6,450 New
MRC
155
Millburn Ridgefield Corp
New York
$201K -$15.3K -486 -7%
CCA
156
Catalyst Capital Advisors
New York
$201K +$201K +6,372 New
CCM
157
Chilton Capital Management
Texas
$186K +$186K +5,895 New
US Bancorp
158
US Bancorp
Minnesota
$182K – – –
WTA
159
Washington Trust Advisors
Massachusetts
$147K – – –
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$135K +$57.7K +1,826 +75%
DAC
161
Dividend Assets Capital
South Carolina
$106K – – –
OCM
162
Orion Capital Management
California
$104K – – –
ETC
163
Exchange Traded Concepts
Oklahoma
$88.8K +$88.8K +2,818 New
WTC
164
WhitTier Trust Company
Nevada
$78.8K – – –
LJHT
165
Laurie J. Hall Trustee
$71K +$71K +2,250 New
SN
166
Sittner & Nelson
Oregon
$70.9K – – –
MMG
167
Monetary Management Group
Missouri
$70.9K – – –
HNB
168
Huntington National Bank
Ohio
$70.2K – – –
JAM
169
JCIC Asset Management
Ontario, Canada
$70K – – –
SPIA
170
Steward Partners Investment Advisory
New York
$67.9K +$27.8K +883 +69%
Lazard Asset Management
171
Lazard Asset Management
New York
$65K +$40.3K +1,295 +163%
MLA
172
MB, Levis & Associates
Pennsylvania
$59K +$536 +17 +0.9%
PA
173
Parallel Advisors
California
$55.2K – – –
GWSG
174
GPS Wealth Strategies Group
Colorado
$51.8K +$51.8K +1,644 New
MCM
175
MV Capital Management
Maryland
$50.7K +$31.8K +1,008 +168%
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