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Brookfield Renewable
BEP

Overview Fund Activity

211 hedge funds and large institutions have $4.29B invested in Brookfield Renewable in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-5
Holders Change %
-2.31%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
64
Reduced
66
Closed
30
Calls
$6.45M
Puts
$6.68M
Net Calls
-$237K
Net Calls Change
+$210K

Top Buyers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
+$130M
2
IIM
Intact Investment Management
Quebec, Canada
+$19.9M
3
Fidelity International
Fidelity International
Bermuda
+$19.2M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$16.2M
5
LM
Lincluden Management
Ontario, Canada
+$15.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$59.5M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$54.3M
3
KACA
Kayne Anderson Capital Advisors
California
-$23.2M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$18.9M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
201
Center for Financial Planning
Michigan
$512 – – –
GWP
202
Gen-Wealth Partners
Michigan
$488 +$488 +21 New
HWA
203
Heritage Wealth Advisors
Virginia
$441 – – –
IGWM
204
ICA Group Wealth Management
Colorado
$348 – – –
WWP
205
WR Wealth Planners
Missouri
$209 +$209 +9 New
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$70 – – –
TCM
207
Tradewinds Capital Management
Washington
$70 – – –
LWANC
208
Laurel Wealth Advisors (North Carolina)
North Carolina
$70 – – –
GRP
209
Global Retirement Partners
California
$46 +$46 +2 New
HNB
210
Huntington National Bank
Ohio
$35 -$40.9K -2,339 -100%
Wellington Management Group
211
Wellington Management Group
Massachusetts
– -$2.22M -84,030 Closed
FI
212
FJ Investments
Utah
– -$2.12M -80,754 Closed
HA
213
Herold Advisors
New York
– -$1.24M -47,088 Closed
FLC
214
Fifth Lane Capital
Texas
– -$1.05M -40,000 Closed
KIA
215
KCM Investment Advisors
California
– -$655K -24,919 Closed
PCOC
216
Power Corp of Canada
Canada
– -$532K -20,258 Closed
WC
217
Waterloo Capital
Texas
– -$480K -18,273 Closed
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
– -$334K -12,722 Closed
BI
219
Bramshill Investments
Florida
– -$253K -9,617 Closed
SFI
220
Susquehanna Fundamental Investments
Pennsylvania
– -$215K -8,200 Closed
NAM
221
Nexpoint Asset Management
Texas
– -$215K -8,200 Closed
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
– -$202K -7,671 Closed
Lazard Asset Management
223
Lazard Asset Management
New York
– -$134K -5,111 Closed
NFA
224
Northwest Financial Advisors
Virginia
– -$65.1K -2,479 Closed
Citadel Advisors
225
Citadel Advisors
Florida
– -$47.1K -1,791 Closed
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