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Brookfield Renewable
BEP

Overview Fund Activity

242 hedge funds and large institutions have $5.36B invested in Brookfield Renewable in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-12
Holders Change %
-4.72%
% of All Funds
4.09%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
81
Reduced
54
Closed
27
Calls
$8.07M
Puts
$2.8M
Net Calls
+$5.27M
Net Calls Change
+$1.74M

Top Buyers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$145M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$78.7M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$51.7M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$64.2M
5
Principal Financial Group
Principal Financial Group
Iowa
$212M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$221M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.2M
3
GC
Guardian Capital
Ontario, Canada
$27.7M
4
TPM
Triasima Portfolio Management
Quebec, Canada
$0
5
MBI
Montrusco Bolton Investments
Quebec, Canada
$9.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
176
GPS Wealth Strategies Group
Colorado
$70K – – –
JAM
177
JCIC Asset Management
Ontario, Canada
$69K -$97.6K -2,789 -59%
SWM
178
SeaCrest Wealth Management
New York
$68K +$68K +1,955 New
PA
179
Parallel Advisors
California
$63K – – –
IA
180
IFP Advisors
Florida
$56K – – –
JWA
181
JFS Wealth Advisors
Pennsylvania
$52K – – –
TCWM
182
Total Clarity Wealth Management
Illinois
$52K +$52K +1,500 New
KA
183
Kozak & Associates
Colorado
$45K – – –
SWM
184
Spire Wealth Management
Virginia
$45K +$312 +9 +0.7%
GWM
185
Geneos Wealth Management
Colorado
$44K – – –
VanEck Associates
186
VanEck Associates
New York
$42K – – –
BWP
187
Baldwin Wealth Partners
Massachusetts
$42K +$7K +200 +20%
AWM
188
Atticus Wealth Management
Florida
$37K – – –
BCMLT
189
Beacon Capital Management LLC (Tennessee)
Tennessee
$37K – – –
VNA
190
Valley National Advisers
Pennsylvania
$33K – – –
CWM
191
Curi Wealth Management
North Carolina
$33K +$33K +958 New
FWM
192
Focused Wealth Management
New York
$32K +$212 +6 +0.7%
BDWM
193
Brewin Dolphin Wealth Management
Ireland
$28K – – –
JFA
194
JNBA Financial Advisors
Minnesota
$26K – – –
JEST
195
JTC Employer Solutions Trustee
Jersey
$24K – – –
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$21K – – –
TF
197
Tompkins Financial
New York
$21K – – –
Bessemer Group
198
Bessemer Group
New Jersey
$21K – – –
MCM
199
MV Capital Management
Maryland
$21K – – –
HI
200
Hudock Inc
Pennsylvania
$19K +$104 +3 +0.6%
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