BEP icon

Brookfield Renewable
BEP

Overview Fund Activity

216 hedge funds and large institutions have $5.16B invested in Brookfield Renewable in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-22
Holders Change %
-9.24%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
60
Reduced
69
Closed
29
Calls
$5.12M
Puts
$16.4M
Net Calls
-$11.3M
Net Calls Change
+$4.3M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$2.18B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$387M
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$134M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$314M
5
Select Equity Group
5
Select Equity Group
New York
$89.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.4M
2
Invesco
2
Invesco
Georgia
$40.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$186M
4
EWA
4
EP Wealth Advisors
California
$0
5
NAM
5
NewGen Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
151
WhitTier Trust Company
Nevada
$73.7K – – –
MMG
152
Monetary Management Group
Missouri
$66.4K – – –
HNB
153
Huntington National Bank
Ohio
$65.7K – – –
JAM
154
JCIC Asset Management
Ontario, Canada
$65.5K – – –
SPIA
155
Steward Partners Investment Advisory
New York
$61.7K -$1.83K -62 -3%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$61K -$151K -5,110 -71%
Lazard Asset Management
157
Lazard Asset Management
New York
$61K – – –
MLA
158
MB, Levis & Associates
Pennsylvania
$55.8K +$531 +18 +1%
PA
159
Parallel Advisors
California
$52.1K +$383 +13 +0.7%
GWSG
160
GPS Wealth Strategies Group
Colorado
$48.5K – – –
MCM
161
MV Capital Management
Maryland
$47.7K +$265 +9 +0.6%
JWA
162
JFS Wealth Advisors
Pennsylvania
$44.2K – – –
VNA
163
Valley National Advisers
Pennsylvania
$43K – – –
KA
164
Kozak & Associates
Colorado
$38.6K – – –
HWA
165
Heritage Wealth Advisors
Virginia
$38.1K – – –
CSPIA
166
Cary Street Partners Investment Advisory
Virginia
$35.4K – – –
VanEck Associates
167
VanEck Associates
New York
$35K – – –
BGC
168
Beutel, Goodman & Co
Ontario, Canada
$33K – – –
FFL
169
Financial Freedom LLC
Ohio
$32.9K +$354 +12 +1%
OIA
170
Optimum Investment Advisors
Illinois
$32.4K – – –
AWM
171
Atticus Wealth Management
Florida
$31.2K – – –
US Bancorp
172
US Bancorp
Minnesota
$28K -$142K -4,828 -84%
FWM
173
Focused Wealth Management
New York
$27.6K +$265 +9 +1%
CSC
174
Caldwell Sutter Capital
California
$26.3K +$1.33K +45 +5%
TC
175
Truvestments Capital
Florida
$24.3K -$19.3K -654 -44%
5 6
7
8 9