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Brookfield Renewable
BEP

218 hedge funds and large institutions have $5.17B invested in Brookfield Renewable in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.73% more ownership

Funds ownership: 58.83% → 63.57% (+4.7%)

1% more capital invested

Capital invested by funds: $5.12B → $5.17B (+$50.5M)

9% less funds holding

Funds holding: 240 → 218 (-22)

14% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 70

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

69% less call options, than puts

Call options by funds: $5.12M | Put options by funds: $16.4M

69% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 29

Holders
218
Holders Change
-22
Holders Change %
-9.17%
% of All Funds
3.42%
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
70
Closed
29
Calls
$5.12M
Puts
$16.4M
Net Calls
-$11.3M
Net Calls Change
+$4.3M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$158M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$108M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$87.8M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$41M
5
Select Equity Group
Select Equity Group
New York
+$20.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$20.1M
2
Invesco
Invesco
Georgia
-$9.32M
3
SAM
Storebrand Asset Management
Norway
-$7.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.14M
5
EWA
EP Wealth Advisors
California
-$4.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$1.71K +$92 +3 +5%
WBC
202
West Branch Capital
Massachusetts
$1.5K – – –
DWA
203
Delos Wealth Advisors
Texas
$1.09K – – –
HBW
204
Hazlett, Burt & Watson
West Virginia
$1K – – –
FCMT
205
Founders Capital Management (Texas)
Texas
$973 – – –
VWM
206
Venturi Wealth Management
Texas
$944 – – –
HI
207
Harbour Investments
Wisconsin
$885 -$707 -23 -43%
BCM
208
Bourgeon Capital Management
Connecticut
$826 – – –
NSIM
209
North Star Investment Management
Illinois
$737 – – –
LSA
210
Lansing Street Advisors
Pennsylvania
$590 – – –
SIS
211
Sound Income Strategies
Florida
$590 +$615 +20 New
IGWM
212
ICA Group Wealth Management
Colorado
$442 – – –
AIC
213
Archer Investment Corporation
Indiana
$309 – – –
WWP
214
WR Wealth Planners
Missouri
$265 – – –
GWS
215
Glassman Wealth Services
Virginia
$236 – – –
LWANC
216
Laurel Wealth Advisors (North Carolina)
North Carolina
$89 – – –
TCM
217
Tradewinds Capital Management
Washington
$89 – – –
NAM
218
NewGen Asset Management
Ontario, Canada
– -$4.73M -150,000 Closed
TCM
219
Triumph Capital Management
Colorado
– -$789K -25,042 Closed
CWM
220
CIBC World Markets
New York
– -$960K -22,537 Closed
EWA
221
EP Wealth Advisors
California
– -$4.82M -19,470 Closed
NIM
222
Nexus Investment Management
Ontario, Canada
– -$583K -18,500 Closed
OFG
223
OTA Financial Group
New York
– -$570K -18,094 Closed
DT
224
Diversified Trust
Tennessee
– -$542K -17,200 Closed
AWM
225
Apollon Wealth Management
South Carolina
– -$336K -10,675 Closed
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