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Brookfield Renewable
BEP

Overview Fund Activity

217 hedge funds and large institutions have $4.12B invested in Brookfield Renewable in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 22 closing their positions.

Holders
217
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
69
Reduced
54
Closed
22
Calls
$12.6M
Puts
$8.42M
Net Calls
+$4.21M
Net Calls Change
+$3.52M

Top Buyers

1
CIBC Asset Management
1
CIBC Asset Management
Ontario, Canada
$193M
2
AM
2
AGF Management
Ontario, Canada
$36.7M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$48M
4
UBS Group
4
UBS Group
Switzerland
$19.2M
5
LIP
5
Liontrust Investment Partners
United Kingdom
$26.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$223M
2
Select Equity Group
2
Select Equity Group
New York
$11.9M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$200M
4
NAM
4
NewGen Asset Management
Ontario, Canada
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
201
Founders Capital Management (Texas)
Texas
$1.07K – – –
RIL
202
Rothschild Investment LLC
Illinois
$1.03K – – –
HI
203
Harbour Investments
Wisconsin
$1.03K – – –
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
FFA
205
Farther Finance Advisors
California
$980 – – –
GWM
206
Geneos Wealth Management
Colorado
$866 – – –
CFFP
207
Center for Financial Planning
Michigan
$502 – – –
CAS
208
Coppell Advisory Solutions
Texas
$482 +$298 +13 +163%
GWP
209
Gen-Wealth Partners
Michigan
$479 – – –
HWA
210
Heritage Wealth Advisors
Virginia
$433 – – –
BWM
211
Bernard Wealth Management
Michigan
$342 +$342 +15 New
T
212
Transce3nd
Texas
$296 +$296 +13 New
PA
213
Parallel Advisors
California
$228 -$12.7K -557 -98%
LWANC
214
Laurel Wealth Advisors (North Carolina)
North Carolina
$69 – – –
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$68 -$3.56K -157 -98%
HNB
216
Huntington National Bank
Ohio
$34 – – –
NAM
217
NewGen Asset Management
Ontario, Canada
– -$14.4M -508,500 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
218
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$9.24M -328,066 Closed
WCA
219
Waratah Capital Advisors
Ontario, Canada
– -$7.93M -281,213 Closed
MBI
220
Montrusco Bolton Investments
Quebec, Canada
– -$3.84M -136,176 Closed
IAIM
221
International Assets Investment Management
Florida
– -$615 -17,331 Closed
CIA
222
Concurrent Investment Advisors
Florida
– -$348K -12,350 Closed
IMCOOI
223
Investment Management Corp of Ontario (IMCO)
Canada
– -$269K -9,530 Closed
IC
224
IEQ Capital
California
– -$247K -8,771 Closed
AL
225
Aspiriant LLC
California
– -$241K -8,564 Closed
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