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Brookfield Renewable
BEP

Overview Fund Activity

263 hedge funds and large institutions have $5.88B invested in Brookfield Renewable in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
31
Increased
88
Reduced
68
Closed
30
Calls
$4.96M
Puts
$6.6M
Net Calls
-$1.64M
Net Calls Change
-$3.9M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$156M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$75.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$293M
4
DC
4
Davenport & Co
Virginia
$17.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$258M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$419M
2
TPM
2
Triasima Portfolio Management
Quebec, Canada
$3.06M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$35.7M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$1.87M
5
FI
5
Fosun International
China
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
201
Lenox Wealth Advisors
New York
$62K – – –
JWA
202
JFS Wealth Advisors
Pennsylvania
$58K – – –
SWM
203
Spire Wealth Management
Virginia
$57K -$230 -6 -0.4%
Allianz Asset Management
204
Allianz Asset Management
Germany
$54K +$26.9K +69,425 +99%
ASN
205
Advisory Services Network
Georgia
$44K +$44K +1,141 New
AWM
206
Atticus Wealth Management
Florida
$41K – – –
CFGS
207
Concourse Financial Group Securities
Alabama
$39K +$25.1K +648 +182%
VNA
208
Valley National Advisers
Pennsylvania
$38K +$1.55K +40 +4%
FWM
209
Focused Wealth Management
New York
$35K – – –
BDWM
210
Brewin Dolphin Wealth Management
Ireland
$30.9K +$30.9K +800 New
JFA
211
JNBA Financial Advisors
Minnesota
$29K – – –
IFAM
212
Institutional & Family Asset Management
Colorado
$29K – – –
NFG
213
Next Financial Group
Texas
$29K +$5.8K +150 +25%
JEST
214
JTC Employer Solutions Trustee
Jersey
$26K +$26K +678 New
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$23K – – –
Bessemer Group
216
Bessemer Group
New Jersey
$23K – – –
MCM
217
MV Capital Management
Maryland
$23K +$23K +600 New
RE
218
RBC Europe
United Kingdom
$22.2K – – –
CWC
219
Carolinas Wealth Consulting
North Carolina
$18K +$79 +2 +0.4%
HI
220
Hudock Inc
Pennsylvania
$17K -$31.6K -854 -65%
SIM
221
Sonora Investment Management
Arizona
$17K – – –
AF
222
Advisornet Financial
Minnesota
$17K – – –
VRM
223
Vectors Research Management
New York
$16K – – –
CG
224
Cutler Group
California
$15K -$45.5K -1,240 -75%
TWM
225
Tradition Wealth Management
Minnesota
$15K – – –
7 8
9
10 11