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Brookfield Renewable
BEP

Overview Fund Activity

238 hedge funds and large institutions have $5.11B invested in Brookfield Renewable in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 62 reducing their positions, and 22 closing their positions.

Holders
238
Holders Change
+12
Holders Change %
+5.31%
% of All Funds
3.81%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
35
Increased
79
Reduced
62
Closed
22
Calls
$7.03M
Puts
$22.6M
Net Calls
-$15.6M
Net Calls Change
-$15.7M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$303M
2
MBI
2
Montrusco Bolton Investments
Quebec, Canada
$56.1M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$294M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$22.5M
5
Select Equity Group
5
Select Equity Group
New York
$74.8M

Top Sellers

1
BCIM
1
British Columbia Investment Management
British Columbia, Canada
$52.9M
2
EWA
2
EP Wealth Advisors
California
$4.82M
3
Fidelity International
3
Fidelity International
Bermuda
$246M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$97.9M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brookfield Corp
Ontario, Canada
$2.17B 68,749,416 – –
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$303M 9,627,715 +3,320,904 +53%
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$294M 9,325,399 +1,370,804 +17%
Fidelity International
4
Fidelity International
Bermuda
$246M 7,793,267 -472,762 -6%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$204M 6,467,460 -200,153 -3%
Principal Financial Group
6
Principal Financial Group
Iowa
$200M 6,343,930 +10,503 +0.2%
CIBC Asset Management
7
CIBC Asset Management
Ontario, Canada
$112M 3,547,687 -347,643 -9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$97.9M 3,106,368 -360,934 -10%
KACA
9
Kayne Anderson Capital Advisors
California
$88.1M 2,795,070 +26,700 +1%
TD Asset Management
10
TD Asset Management
Ontario, Canada
$83.6M 2,656,903 -50,982 -2%
Select Equity Group
11
Select Equity Group
New York
$74.8M 2,374,630 +554,188 +30%
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$73.8M 2,343,599 -124,057 -5%
SC
13
Scotia Capital
Ontario, Canada
$73.3M 2,333,751 +15,724 +0.7%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$69.2M 2,196,726 +127,492 +6%
Morgan Stanley
15
Morgan Stanley
New York
$67M 2,126,674 +272,314 +15%
MBI
16
Montrusco Bolton Investments
Quebec, Canada
$56.1M 1,782,235 +1,513,748 +564%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$55.5M 1,763,202 -80,979 -4%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$54.1M 1,716,823 +405,849 +31%
BCIM
19
British Columbia Investment Management
British Columbia, Canada
$52.9M 1,676,997 -3,170,624 -65%
Invesco
20
Invesco
Georgia
$52.5M 1,665,298 +396,460 +31%
First Trust Advisors
21
First Trust Advisors
Illinois
$52.2M 1,657,425 -69,706 -4%
LSAG
22
Lake Street Advisors Group
New Hampshire
$48.3M 1,533,905 +49,918 +3%
EAM
23
Eventide Asset Management
Massachusetts
$38.9M 1,236,000 – –
APG Asset Management
24
APG Asset Management
Netherlands
$33.3M 1,147,874 +271,366 +31%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$30.5M 971,144 +11,887 +1%
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