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Brookfield Renewable
BEP

Overview Fund Activity

214 hedge funds and large institutions have $2.75B invested in Brookfield Renewable in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 65 reducing their positions, and 17 closing their positions.

Holders
214
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
64
Reduced
65
Closed
17
Calls
$5.43M
Puts
$5.77M
Net Calls
-$332K
Net Calls Change
-$95K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$125M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$69M
3
TPM
3
Triasima Portfolio Management
Quebec, Canada
$16.9M
4
LIP
4
Liontrust Investment Partners
United Kingdom
$14.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$59.8M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$128M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$9.29M
3
IIM
3
Intact Investment Management
Quebec, Canada
$0
4
Select Equity Group
4
Select Equity Group
New York
$123M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$295M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
201
Geneos Wealth Management
Colorado
$941 38 – –
CFFP
202
Center for Financial Planning
Michigan
$545 22 – –
GWP
203
Gen-Wealth Partners
Michigan
$520 21 – –
HWA
204
Heritage Wealth Advisors
Virginia
$471 19 – –
BlackRock
205
BlackRock
New York
$471 19 +19 New
MG
206
Mather Group
Illinois
$465 20 – –
IGWM
207
ICA Group Wealth Management
Colorado
$372 15 – –
WWP
208
WR Wealth Planners
Missouri
$223 9 – –
CAS
209
Coppell Advisory Solutions
Texas
$198 8 +8 New
LWANC
210
Laurel Wealth Advisors (North Carolina)
North Carolina
$75 3 – –
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$74 3 – –
HNB
212
Huntington National Bank
Ohio
$37 2 – –
IIM
213
Intact Investment Management
Quebec, Canada
– – -875,500 Closed
CFM
214
Coronation Fund Managers
South Africa
– – -253,174 Closed
NEI
215
Northwest & Ethical Investments
Ontario, Canada
– – -73,092 Closed
AG
216
AlTi Global
New York
– – -72,881 Closed
Renaissance Technologies
217
Renaissance Technologies
New York
– – -71,252 Closed
VF
218
Virtu Financial
New York
– – -14,171 Closed
AWS
219
Atria Wealth Solutions
New York
– – -11,784 Closed
JFL
220
Jarislowsky, Fraser Ltd
Quebec, Canada
– – -8,767 Closed
SSB
221
Sandy Spring Bank
Maryland
– – -1,908 Closed
JWA
222
JFS Wealth Advisors
Pennsylvania
– – -1,500 Closed
VanEck Associates
223
VanEck Associates
New York
– – -1,200 Closed
TC
224
Truvestments Capital
Florida
– – -202 Closed
SL
225
Salomon & Ludwin
Virginia
– – -165 Closed
6 7 8
9
10