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Brookfield Renewable
BEP

Overview Fund Activity

216 hedge funds and large institutions have $4.83B invested in Brookfield Renewable in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+7
Holders Change %
+3.35%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
63
Reduced
65
Closed
21
Calls
$5.8M
Puts
$6.24M
Net Calls
-$447K
Net Calls Change
+$9.71M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$337M
2
Morgan Stanley
Morgan Stanley
New York
$116M
3
Select Equity Group
Select Equity Group
New York
$163M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$163M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$63.1M

Top Sellers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
$25.2M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.05M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
$19.7M
4
EAM
Eventide Asset Management
Massachusetts
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
201
West Branch Capital
Massachusetts
$1.34K – – –
GWS
202
Glassman Wealth Services
Virginia
$1.26K – – –
FCMT
203
Founders Capital Management (Texas)
Texas
$1.24K +$368 +14 +42%
DWA
204
Delos Wealth Advisors
Texas
$1.18K – – –
RIL
205
Rothschild Investment LLC
Illinois
$1.18K +$1.18K +45 New
AW
206
Avion Wealth
Texas
$1K – – –
GWM
207
Geneos Wealth Management
Colorado
$999 – – –
HI
208
Harbour Investments
Wisconsin
$788 – – –
BCM
209
Bourgeon Capital Management
Connecticut
$736 – – –
NSIM
210
North Star Investment Management
Illinois
$657 – – –
CFFP
211
Center for Financial Planning
Michigan
$579 +$579 +22 New
HWA
212
Heritage Wealth Advisors
Virginia
$499 -$33.5K -1,274 -99%
IGWM
213
ICA Group Wealth Management
Colorado
$394 +$394 +15 New
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$79 -$1.45K -55 -95%
LWANC
215
Laurel Wealth Advisors (North Carolina)
North Carolina
$79 – – –
TCM
216
Tradewinds Capital Management
Washington
$79 – – –
EAM
217
Eventide Asset Management
Massachusetts
– -$26.9M -1,236,000 Closed
Public Sector Pension Investment Board (PSP Investments)
218
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$10.2M -467,942 Closed
Renaissance Technologies
219
Renaissance Technologies
New York
– -$2.53M -116,052 Closed
TAF
220
Tredje AP-fonden
Sweden
– -$1.76M -81,101 Closed
Mariner
221
Mariner
Kansas
– -$1.17M -53,659 Closed
MS
222
Maven Securities
Jersey
– -$1.09M -50,000 Closed
AGM
223
Alpine Global Management
New York
– -$282K -12,950 Closed
Wealth Enhancement Advisory Services
224
Wealth Enhancement Advisory Services
Minnesota
– -$279K -12,853 Closed
SW
225
SVB Wealth
Massachusetts
– -$275K -12,640 Closed
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