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Brookfield Renewable
BEP

Overview Fund Activity

216 hedge funds and large institutions have $5.16B invested in Brookfield Renewable in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-22
Holders Change %
-9.24%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
60
Reduced
69
Closed
29
Calls
$5.12M
Puts
$16.4M
Net Calls
-$11.3M
Net Calls Change
+$4.3M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$2.18B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$387M
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$134M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$314M
5
Select Equity Group
5
Select Equity Group
New York
$89.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.4M
2
Invesco
2
Invesco
Georgia
$40.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$186M
4
EWA
4
EP Wealth Advisors
California
$0
5
NAM
5
NewGen Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
176
JNBA Financial Advisors
Minnesota
$22.1K – – –
CCP
177
Carmel Capital Partners
California
$21.7K – – –
HB
178
Horizon Bancorp
Indiana
$18K – – –
CHA
179
Carmichael Hill & Associates
Maryland
$17.7K – – –
TF
180
Tompkins Financial
New York
$17.7K – – –
GRP
181
Global Retirement Partners
California
$17.1K +$10.3K +350 +152%
CFB
182
Cullen/Frost Bankers
Texas
$14.7K +$14.7K +500 New
S
183
SignatureFD
Georgia
$13.5K – – –
CT
184
Cambridge Trust
Massachusetts
$11.9K – – –
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$9.44K – – –
AWM
186
AllSquare Wealth Management
New York
$9.22K – – –
BAM
187
Byrne Asset Management
New Jersey
$9K – – –
GI
188
Gradient Investments
Minnesota
$8.91K – – –
CMP
189
Coston McIsaac & Partners
Maine
$5K – – –
FP
190
Financial Perspectives
Minnesota
$4.42K – – –
WT
191
Washington Trust
Rhode Island
$4.42K – – –
CAL
192
Capital Analysts LLC
Pennsylvania
$4K +$58 +2 +1%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$3.78K – – –
ME
194
McIlrath & Eck
Washington
$2.63K – – –
FFA
195
Farther Finance Advisors
California
$2.6K – – –
MRCM
196
M&R Capital Management
New Jersey
$2.36K +$442 +15 +23%
NRG
197
Nemes Rush Group
Michigan
$2.12K +$2.12K +72 New
PAI
198
Pittenger & Anderson Inc
Nebraska
$1.77K – – –
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$1.71K +$88 +3 +5%
WBC
200
West Branch Capital
Massachusetts
$1.5K – – –
6 7
8
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