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Brookfield Renewable
BEP

Overview Fund Activity

250 hedge funds and large institutions have $5.61B invested in Brookfield Renewable in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-13
Holders Change %
-4.94%
% of All Funds
4.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
74
Reduced
72
Closed
28
Calls
$5.56M
Puts
$5.61M
Net Calls
-$54K
Net Calls Change
+$1.59M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$190M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$91.5M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$43.2M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$255M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$47.6M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$120M
2
Fidelity International
2
Fidelity International
Bermuda
$380M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.1M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$78.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
201
Concourse Financial Group Securities
Alabama
$37K – – –
VNA
202
Valley National Advisers
Pennsylvania
$36K – – –
FWM
203
Focused Wealth Management
New York
$33K – – –
BDWM
204
Brewin Dolphin Wealth Management
Ireland
$29.5K – – –
JFA
205
JNBA Financial Advisors
Minnesota
$28K – – –
IFAM
206
Institutional & Family Asset Management
Colorado
$28K – – –
JEST
207
JTC Employer Solutions Trustee
Jersey
$25K +$183 +5 +0.7%
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
MCM
209
MV Capital Management
Maryland
$22K – – –
Bessemer Group
210
Bessemer Group
New Jersey
$22K – – –
RE
211
RBC Europe
United Kingdom
$21.3K – – –
AIL
212
AGF Investments LLC
Ontario, Canada
$18K +$4.5K +122 +33%
AF
213
Advisornet Financial
Minnesota
$17K – – –
SIM
214
Sonora Investment Management
Arizona
$17K – – –
HI
215
Hudock Inc
Pennsylvania
$17K +$110 +3 +0.7%
CWC
216
Carolinas Wealth Consulting
North Carolina
$17K +$148 +4 +0.9%
S
217
SignatureFD
Georgia
$16K +$9.85K +264 +160%
VRM
218
Vectors Research Management
New York
$15K – – –
CFA
219
Carroll Financial Associates
North Carolina
$12K – – –
Cohen & Steers
220
Cohen & Steers
New York
$12K – – –
CTC
221
Central Trust Company
Missouri
$11K -$12K – –
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$11K – – –
AWM
223
AllSquare Wealth Management
New York
$11K – – –
DAM
224
Delta Asset Management
Tennessee
$10K -$1.11K -30 -10%
GWM
225
Geneos Wealth Management
Colorado
$10K – – –
7 8
9
10 11