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Brookfield Renewable
BEP

Overview Fund Activity

230 hedge funds and large institutions have $4.82B invested in Brookfield Renewable in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-12
Holders Change %
-4.96%
% of All Funds
3.98%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
69
Reduced
60
Closed
30
Calls
$16.6M
Puts
$9.65M
Net Calls
+$6.94M
Net Calls Change
+$1.67M

Top Buyers

1
TPM
1
Triasima Portfolio Management
Quebec, Canada
$16.7M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$28.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.5M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$8.21M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$78.2M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$61.2M
2
Fidelity International
2
Fidelity International
Bermuda
$252M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$229M
4
EAM
4
Erste Asset Management
Austria
$0
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Parallel Advisors
California
$56K – – –
IA
177
IFP Advisors
Florida
$56K +$218 +7 +0.4%
JWA
178
JFS Wealth Advisors
Pennsylvania
$47K – – –
SWM
179
Spire Wealth Management
Virginia
$41K +$344 +11 +0.8%
KA
180
Kozak & Associates
Colorado
$38K – – –
VanEck Associates
181
VanEck Associates
New York
$38K – – –
BWP
182
Baldwin Wealth Partners
Massachusetts
$38K – – –
FWM
183
Focused Wealth Management
New York
$29K +$222 +7 +0.8%
VNA
184
Valley National Advisers
Pennsylvania
$28K – – –
JFA
185
JNBA Financial Advisors
Minnesota
$23K – – –
JEST
186
JTC Employer Solutions Trustee
Jersey
$22K – – –
MCM
187
MV Capital Management
Maryland
$19K – – –
TF
188
Tompkins Financial
New York
$19K – – –
Bessemer Group
189
Bessemer Group
New Jersey
$19K – – –
APA
190
American Portfolios Advisors
New York
$17K – – –
HI
191
Hudock Inc
Pennsylvania
$17K +$123 +4 +0.7%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$17K +$2.99K +96 +21%
Lazard Asset Management
193
Lazard Asset Management
New York
$17K +$17K +547 New
S
194
SignatureFD
Georgia
$15K – – –
CWC
195
Carolinas Wealth Consulting
North Carolina
$15K +$127 +4 +0.9%
CT
196
Cambridge Trust
Massachusetts
$13K – – –
CHA
197
Carmichael Hill & Associates
Maryland
$13K +$3.25K +100 +33%
BFEC
198
Benjamin F. Edwards & Company
Missouri
$11K – – –
IA
199
IFS Advisors
Kansas
$11K – – –
HI
200
Harbour Investments
Wisconsin
$10K – – –
6 7
8
9 10