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Brookfield Renewable
BEP

Overview Fund Activity

238 hedge funds and large institutions have $5.11B invested in Brookfield Renewable in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+12
Holders Change %
+5.31%
% of All Funds
3.81%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
35
Increased
79
Reduced
62
Closed
22
Calls
$7.03M
Puts
$22.6M
Net Calls
-$15.6M
Net Calls Change
-$15.7M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$303M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
$56.1M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$294M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$22.5M
5
Select Equity Group
Select Equity Group
New York
$74.8M

Top Sellers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
$52.9M
2
EWA
EP Wealth Advisors
California
$4.82M
3
Fidelity International
Fidelity International
Bermuda
$246M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$97.9M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
201
Natixis
France
$11.2K – – –
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$10.1K +$630 +20 +7%
GI
203
Gradient Investments
Minnesota
$9.52K – – –
AWM
204
AllSquare Wealth Management
New York
$9.45K – – –
BAM
205
Byrne Asset Management
New Jersey
$9K +$6K +200 +200%
GRP
206
Global Retirement Partners
California
$6.85K +$6.85K +230 New
TRCT
207
Tower Research Capital (TRC)
New York
$5K -$69K -2,002 -93%
CMP
208
Coston McIsaac & Partners
Maine
$5K – – –
FP
209
Financial Perspectives
Minnesota
$4.73K – – –
WT
210
Washington Trust
Rhode Island
$4.73K – – –
NA
211
NewEdge Advisors
Louisiana
$4.24K -$42K -1,337 -91%
CAL
212
Capital Analysts LLC
Pennsylvania
$4K +$29 +1 +0.7%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$4K +$4K +128 New
AAS
214
Ameritas Advisory Services
Nebraska
$3.9K +$3.9K +124 New
ME
215
McIlrath & Eck
Washington
$2.8K – – –
FFA
216
Farther Finance Advisors
California
$2.77K +$1.42K +45 +105%
MRCM
217
M&R Capital Management
New Jersey
$2.05K +$2.05K +65 New
PAI
218
Pittenger & Anderson Inc
Nebraska
$1.89K – – –
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$1.73K -$2.99K -95 -63%
HI
220
Harbour Investments
Wisconsin
$1.67K +$473 +15 +39%
WBC
221
West Branch Capital
Massachusetts
$1.61K – – –
DWA
222
Delos Wealth Advisors
Texas
$1.17K – – –
Commonwealth Equity Services
223
Commonwealth Equity Services
Massachusetts
$1.16K – +10 +0%
VWM
224
Venturi Wealth Management
Texas
$1.01K +$1.01K +32 New
FCMT
225
Founders Capital Management (Texas)
Texas
$1K – – –
7 8
9
10 11