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Brookfield Renewable
BEP

Overview Fund Activity

226 hedge funds and large institutions have $4B invested in Brookfield Renewable in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 78 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-4
Holders Change %
-1.74%
% of All Funds
3.65%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
42
Increased
54
Reduced
78
Closed
39
Calls
$4.94M
Puts
$4.83M
Net Calls
+$116K
Net Calls Change
-$6.82M

Top Buyers

1
BCIM
1
British Columbia Investment Management
British Columbia, Canada
$123M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$202M
3
Invesco
3
Invesco
Georgia
$32.2M
4
KACA
4
Kayne Anderson Capital Advisors
California
$70.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$160M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$87.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$23.8M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$0
4
CIM
4
CCLA Investment Management
United Kingdom
$0
5
TPM
5
Triasima Portfolio Management
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
176
Lakewood Asset Management
Illinois
$27K +$27K +1,054 New
AWM
177
Atticus Wealth Management
Florida
$26.8K +$26.8K +1,057 New
PFA
178
Pathway Financial Advisers
Indiana
$24.5K +$24.5K +968 New
FWM
179
Focused Wealth Management
New York
$23.3K +$177 +7 +0.8%
Lazard Asset Management
180
Lazard Asset Management
New York
$20K +$6.2K +246 +45%
JFA
181
JNBA Financial Advisors
Minnesota
$19K – – –
CSC
182
Caldwell Sutter Capital
California
$16.1K +$16.1K +637 New
MCM
183
MV Capital Management
Maryland
$15.2K – – –
GWSA
184
Global Wealth Strategies & Associates
Colorado
$15.2K +$15.2K +600 New
TF
185
Tompkins Financial
New York
$15K – – –
Bessemer Group
186
Bessemer Group
New Jersey
$15K – – –
Deutsche Bank
187
Deutsche Bank
Germany
$12.8K +$12.8K +504 New
CHA
188
Carmichael Hill & Associates
Maryland
$12.7K +$2.53K +100 +25%
S
189
SignatureFD
Georgia
$12K – – –
HB
190
Horizon Bancorp
Indiana
$11K +$11K +426 New
CT
191
Cambridge Trust
Massachusetts
$10K – – –
IA
192
IFS Advisors
Kansas
$9.5K – – –
BFEC
193
Benjamin F. Edwards & Company
Missouri
$9K – – –
N
194
Natixis
France
$8.97K +$8.97K +354 New
GI
195
Gradient Investments
Minnesota
$7.65K – – –
AWM
196
AllSquare Wealth Management
New York
$7.6K – – –
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$7.6K – – –
SFG
198
Steward Financial Group
Texas
$6K +$6K +252 New
ASN
199
Advisory Services Network
Georgia
$5.72K +$5.72K +226 New
WT
200
Washington Trust
Rhode Island
$3.8K -$3.85K -152 -50%
6 7
8
9 10