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Brookfield Renewable
BEP

Overview Fund Activity

209 hedge funds and large institutions have $3.91B invested in Brookfield Renewable in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
66
Reduced
61
Closed
26
Calls
$3.8M
Puts
$14M
Net Calls
-$10.2M
Net Calls Change
+$1.13M

Top Buyers

1
CIM
1
CCLA Investment Management
United Kingdom
$39.3M
2
Fidelity International
2
Fidelity International
Bermuda
$204M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$266M
4
Ameriprise
4
Ameriprise
Minnesota
$19.9M
5
Invesco
5
Invesco
Georgia
$40.3M

Top Sellers

1
KACA
1
Kayne Anderson Capital Advisors
California
$36.2M
2
TCA
2
Tortoise Capital Advisors
Kansas
$0
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$85.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$567K
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$35.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
176
NBC Securities
Alabama
$6K +$6K +300 New
GI
177
Gradient Investments
Minnesota
$5.76K -$804 -37 -12%
PFA
178
Pathway Financial Advisers
Indiana
$4.29K +$4.29K +197 New
CMP
179
Coston McIsaac & Partners
Maine
$4K – – –
MFT
180
Moisand Fitzgerald Tamayo
Florida
$3.74K +$3.74K +172 New
SL
181
Salomon & Ludwin
Virginia
$3.59K +$3.59K +165 New
FP
182
Financial Perspectives
Minnesota
$3.26K – – –
IWP
183
IAG Wealth Partners
Wisconsin
$3.09K +$3.09K +142 New
CAL
184
Capital Analysts LLC
Pennsylvania
$3K +$22 +1 +0.7%
BTI
185
Blue Trust Inc
Georgia
$3K +$3K +100 New
NA
186
NewEdge Advisors
Louisiana
$2.94K -$186K -8,541 -98%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$2.78K – – –
ME
188
McIlrath & Eck
Washington
$1.96K +$22 +1 +1%
FFA
189
Farther Finance Advisors
California
$1.91K – – –
SC
190
SouthState Corp
Florida
$1.63K +$1.63K +75 New
NRG
191
Nemes Rush Group
Michigan
$1.57K – – –
Creative Planning
192
Creative Planning
Kansas
$1.44K -$175K -8,058 -99%
VWM
193
Venturi Wealth Management
Texas
$1.39K +$696 +32 +100%
PAI
194
Pittenger & Anderson Inc
Nebraska
$1.31K – – –
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$1.26K – – –
DWA
196
Delos Wealth Advisors
Texas
$1.14K +$203 +8 +22%
WBC
197
West Branch Capital
Massachusetts
$1.11K – – –
GWS
198
Glassman Wealth Services
Virginia
$1.04K +$870 +40 +500%
GWM
199
Geneos Wealth Management
Colorado
$826 +$826 +38 New
FCMT
200
Founders Capital Management (Texas)
Texas
$717 – – –
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8
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