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Brookfield Renewable
BEP

Overview Fund Activity

238 hedge funds and large institutions have $5.11B invested in Brookfield Renewable in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+12
Holders Change %
+5.31%
% of All Funds
3.81%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
35
Increased
79
Reduced
62
Closed
22
Calls
$7.03M
Puts
$22.6M
Net Calls
-$15.6M
Net Calls Change
-$15.7M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$303M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
$56.1M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$294M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$22.5M
5
Select Equity Group
Select Equity Group
New York
$74.8M

Top Sellers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
$52.9M
2
EWA
EP Wealth Advisors
California
$4.82M
3
Fidelity International
Fidelity International
Bermuda
$246M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$97.9M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
176
JFS Wealth Advisors
Pennsylvania
$47.3K – – –
TC
177
Truvestments Capital
Florida
$46.6K -$122K -3,866 -72%
VNA
178
Valley National Advisers
Pennsylvania
$45K – – –
SWM
179
Spire Wealth Management
Virginia
$42.2K +$504 +16 +1%
KA
180
Kozak & Associates
Colorado
$41K – – –
HWA
181
Heritage Wealth Advisors
Virginia
$40.7K -$40.2K -1,275 -50%
VanEck Associates
182
VanEck Associates
New York
$38K – – –
CSPIA
183
Cary Street Partners Investment Advisory
Virginia
$37.8K – – –
BGC
184
Beutel, Goodman & Co
Ontario, Canada
$35K +$35K +1,125 New
FFL
185
Financial Freedom LLC
Ohio
$34.8K +$441 +14 +1%
OIA
186
Optimum Investment Advisors
Illinois
$34.7K – – –
AWM
187
Atticus Wealth Management
Florida
$33.3K – – –
FWM
188
Focused Wealth Management
New York
$29.2K +$252 +8 +0.9%
CSC
189
Caldwell Sutter Capital
California
$26.7K +$6.59K +209 +33%
PFA
190
Pathway Financial Advisers
Indiana
$25K -$5.48K -174 -18%
JFA
191
JNBA Financial Advisors
Minnesota
$23.6K – – –
CCP
192
Carmel Capital Partners
California
$23.2K +$23.2K +736 New
Bessemer Group
193
Bessemer Group
New Jersey
$19K – – –
HB
194
Horizon Bancorp
Indiana
$19K +$5.64K +180 +42%
GWSA
195
Global Wealth Strategies & Associates
Colorado
$18.9K – – –
TF
196
Tompkins Financial
New York
$18.9K – – –
CHA
197
Carmichael Hill & Associates
Maryland
$18.9K +$3.15K +100 +20%
S
198
SignatureFD
Georgia
$14.4K -$473 -15 -3%
CT
199
Cambridge Trust
Massachusetts
$12.7K – – –
ASN
200
Advisory Services Network
Georgia
$12K +$4.88K +155 +69%
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