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Brookfield Renewable
BEP

Overview Fund Activity

217 hedge funds and large institutions have $4.12B invested in Brookfield Renewable in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 22 closing their positions.

Holders
217
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
69
Reduced
54
Closed
22
Calls
$12.6M
Puts
$8.42M
Net Calls
+$4.21M
Net Calls Change
+$3.52M

Top Buyers

1
CIBC Asset Management
1
CIBC Asset Management
Ontario, Canada
$193M
2
AM
2
AGF Management
Ontario, Canada
$36.7M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$48M
4
UBS Group
4
UBS Group
Switzerland
$19.2M
5
LIP
5
Liontrust Investment Partners
United Kingdom
$26.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$223M
2
Select Equity Group
2
Select Equity Group
New York
$11.9M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$200M
4
NAM
4
NewGen Asset Management
Ontario, Canada
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
151
WhitTier Trust Company
Nevada
$57K – – –
PS
152
Principal Securities
Iowa
$55.9K +$3.49K +153 +7%
JAM
153
JCIC Asset Management
Ontario, Canada
$53.3K +$4.42K +194 +9%
EWM
154
Evermay Wealth Management
Virginia
$47.9K – – –
MLA
155
MB, Levis & Associates
Pennsylvania
$46.4K +$593 +26 +1%
PC
156
Promus Capital
Illinois
$37.2K +$37.2K +1,634 New
TCM
157
TruNorth Capital Management
Michigan
$34.5K – – –
FFL
158
Financial Freedom LLC
Ohio
$27.6K +$342 +15 +1%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$26.3K +$661 +29 +3%
BGC
160
Beutel, Goodman & Co
Ontario, Canada
$25K – – –
MEG
161
Millstone Evans Group
Colorado
$24.3K +$24.3K +1,065 New
AWM
162
Atticus Wealth Management
Florida
$24.1K – – –
BBHC
163
Brown Brothers Harriman & Co
New York
$23.9K – – –
JFA
164
JNBA Financial Advisors
Minnesota
$22.8K – – –
US Bancorp
165
US Bancorp
Minnesota
$21.7K – – –
VNA
166
Valley National Advisers
Pennsylvania
$21K – – –
NA
167
NewEdge Advisors
Louisiana
$19.8K – – –
HB
168
Horizon Bancorp
Indiana
$16K – – –
GWSG
169
GPS Wealth Strategies Group
Colorado
$16K – – –
HNB
170
Hilltop National Bank
Wyoming
$15.5K +$10.3K +450 +196%
WSFS
171
Wilmington Savings Fund Society
Delaware
$15.4K -$7.2K -316 -32%
CSC
172
Caldwell Sutter Capital
California
$14.5K – – –
SWM
173
Spire Wealth Management
Virginia
$14.4K +$137 +6 +1%
GRP
174
Global Retirement Partners
California
$13.1K – – –
GSWM
175
Golden State Wealth Management
California
$12.8K +$12.8K +559 New
5 6
7
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