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Brookfield Renewable
BEP

Overview Fund Activity

209 hedge funds and large institutions have $3.91B invested in Brookfield Renewable in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
66
Reduced
61
Closed
26
Calls
$3.8M
Puts
$14M
Net Calls
-$10.2M
Net Calls Change
+$1.13M

Top Buyers

1
CIM
1
CCLA Investment Management
United Kingdom
$39.3M
2
Fidelity International
2
Fidelity International
Bermuda
$204M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$266M
4
Ameriprise
4
Ameriprise
Minnesota
$19.9M
5
Invesco
5
Invesco
Georgia
$40.3M

Top Sellers

1
KACA
1
Kayne Anderson Capital Advisors
California
$36.2M
2
TCA
2
Tortoise Capital Advisors
Kansas
$0
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$85.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$567K
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$35.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
201
Harbour Investments
Wisconsin
$652 – – –
BCM
202
Bourgeon Capital Management
Connecticut
$609 – – –
AFS
203
Annapolis Financial Services
Maryland
$587 +$587 +27 New
NSIM
204
North Star Investment Management
Illinois
$544 – – –
SIS
205
Sound Income Strategies
Florida
$435 – – –
WWP
206
WR Wealth Planners
Missouri
$196 – – –
TCM
207
Tradewinds Capital Management
Washington
$66 – – –
LWANC
208
Laurel Wealth Advisors (North Carolina)
North Carolina
$66 – – –
TCA
209
Tortoise Capital Advisors
Kansas
– -$16.7M -566,109 Closed
PE
210
Point72 Europe
United Kingdom
– -$3.51M -119,000 Closed
BI
211
Bramshill Investments
Florida
– -$3.02M -102,317 Closed
HF
212
HRT Financial
New York
– -$959K -32,535 Closed
OC
213
Oppenheimer & Co
New York
– -$719K -24,365 Closed
AWM
214
AE Wealth Management
Kansas
– -$569K -19,291 Closed
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
– -$417K -14,126 Closed
V
216
Veritable
Delaware
– -$376K -12,756 Closed
PI
217
PEAK6 Investments
Illinois
– -$364K -12,343 Closed
TFA
218
Teamwork Financial Advisors
Texas
– -$281K -9,513 Closed
MWM
219
Modera Wealth Management
New Jersey
– -$274K -9,284 Closed
CAM
220
Cresset Asset Management
Illinois
– -$262K -8,881 Closed
ACIM
221
Azimuth Capital Investment Management
Michigan
– -$259K -8,775 Closed
TCM
222
Tandem Capital Management
New Jersey
– -$250K -8,470 Closed
NAM
223
Nexpoint Asset Management
Texas
– -$242K -8,200 Closed
CB
224
Cadence Bank
Mississippi
– -$212K -7,173 Closed
VHAM
225
Van Hulzen Asset Management
California
– -$209K -7,086 Closed
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