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Brookfield Renewable
BEP

Overview Fund Activity

216 hedge funds and large institutions have $5.16B invested in Brookfield Renewable in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-22
Holders Change %
-9.24%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
60
Reduced
69
Closed
29
Calls
$5.12M
Puts
$16.4M
Net Calls
-$11.3M
Net Calls Change
+$4.3M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$2.18B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$387M
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$134M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$314M
5
Select Equity Group
5
Select Equity Group
New York
$89.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.4M
2
Invesco
2
Invesco
Georgia
$40.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$186M
4
EWA
4
EP Wealth Advisors
California
$0
5
NAM
5
NewGen Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
201
Delos Wealth Advisors
Texas
$1.09K – – –
HBW
202
Hazlett, Burt & Watson
West Virginia
$1K – – –
FCMT
203
Founders Capital Management (Texas)
Texas
$973 – – –
VWM
204
Venturi Wealth Management
Texas
$944 – – –
HI
205
Harbour Investments
Wisconsin
$885 -$679 -23 -43%
BCM
206
Bourgeon Capital Management
Connecticut
$826 – – –
NSIM
207
North Star Investment Management
Illinois
$737 – – –
LSA
208
Lansing Street Advisors
Pennsylvania
$590 – – –
SIS
209
Sound Income Strategies
Florida
$590 +$590 +20 New
IGWM
210
ICA Group Wealth Management
Colorado
$442 – – –
AIC
211
Archer Investment Corporation
Indiana
$309 – – –
WWP
212
WR Wealth Planners
Missouri
$265 – – –
GWS
213
Glassman Wealth Services
Virginia
$236 – – –
TCM
214
Tradewinds Capital Management
Washington
$89 – – –
LWANC
215
Laurel Wealth Advisors (North Carolina)
North Carolina
$89 – – –
NAM
216
NewGen Asset Management
Ontario, Canada
– -$4.73M -150,000 Closed
TCM
217
Triumph Capital Management
Colorado
– -$789K -25,042 Closed
CWM
218
CIBC World Markets
New York
– -$960K -22,537 Closed
EWA
219
EP Wealth Advisors
California
– -$4.82M -19,470 Closed
NIM
220
Nexus Investment Management
Ontario, Canada
– -$583K -18,500 Closed
OFG
221
OTA Financial Group
New York
– -$570K -18,094 Closed
DT
222
Diversified Trust
Tennessee
– -$542K -17,200 Closed
AWM
223
Apollon Wealth Management
South Carolina
– -$336K -10,675 Closed
SFS
224
Sowell Financial Services
Arkansas
– -$302K -9,599 Closed
XT
225
XTX Topco
Cayman Islands
– -$243K -7,725 Closed
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