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Brookfield Renewable
BEP

Overview Fund Activity

216 hedge funds and large institutions have $4.83B invested in Brookfield Renewable in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+7
Holders Change %
+3.35%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
63
Reduced
65
Closed
21
Calls
$5.8M
Puts
$6.24M
Net Calls
-$447K
Net Calls Change
+$9.71M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$337M
2
Morgan Stanley
2
Morgan Stanley
New York
$116M
3
Select Equity Group
3
Select Equity Group
New York
$163M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$163M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$63.1M

Top Sellers

1
BCIM
1
British Columbia Investment Management
British Columbia, Canada
$25.2M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$1.05M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$19.7M
4
EAM
4
Eventide Asset Management
Massachusetts
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
176
Byrne Asset Management
New Jersey
$7.9K – – –
AWM
177
AllSquare Wealth Management
New York
$7.88K – – –
NS
178
NBC Securities
Alabama
$7K – – –
GI
179
Gradient Investments
Minnesota
$6.96K – – –
T
180
Tidemark
California
$5.91K +$5.91K +225 New
CAM
181
Creekmur Asset Management
Illinois
$5.54K +$5.54K +211 New
MRCM
182
M&R Capital Management
New Jersey
$5.47K -$2.1K -80 -28%
PFA
183
Pathway Financial Advisers
Indiana
$5.27K +$79 +3 +2%
MSWM
184
McGlone Suttner Wealth Management
Wisconsin
$5.01K +$5.01K +191 New
MFT
185
Moisand Fitzgerald Tamayo
Florida
$4.57K +$53 +2 +1%
ASN
186
Advisory Services Network
Georgia
$4.05K +$4.05K +154 New
CAL
187
Capital Analysts LLC
Pennsylvania
$4K – – –
CMP
188
Coston McIsaac & Partners
Maine
$4K – – –
FP
189
Financial Perspectives
Minnesota
$3.94K – – –
SL
190
Salomon & Ludwin
Virginia
$3.59K – – –
NA
191
NewEdge Advisors
Louisiana
$3.56K – – –
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$3.36K – – –
TVAMP
193
Tennessee Valley Asset Management Partners
Tennessee
$2.97K +$2.97K +113 New
ME
194
McIlrath & Eck
Washington
$2.39K +$26 +1 +1%
FFA
195
Farther Finance Advisors
California
$2.31K – – –
BTI
196
Blue Trust Inc
Georgia
$2K – – –
SC
197
SouthState Corp
Florida
$1.97K – – –
NRG
198
Nemes Rush Group
Michigan
$1.89K – – –
VWM
199
Venturi Wealth Management
Texas
$1.68K – – –
PAI
200
Pittenger & Anderson Inc
Nebraska
$1.58K – – –
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8
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