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Brookfield Renewable
BEP

Overview Fund Activity

216 hedge funds and large institutions have $5.16B invested in Brookfield Renewable in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 29 closing their positions.

Holders
216
Holders Change
-22
Holders Change %
-9.24%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
60
Reduced
69
Closed
29
Calls
$5.12M
Puts
$16.4M
Net Calls
-$11.3M
Net Calls Change
+$4.3M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$2.18B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$387M
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$134M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$314M
5
Select Equity Group
5
Select Equity Group
New York
$89.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.4M
2
Invesco
2
Invesco
Georgia
$40.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$186M
4
EWA
4
EP Wealth Advisors
California
$0
5
NAM
5
NewGen Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brookfield Corp
Ontario, Canada
$2.18B 73,897,686 +5,148,270 +7%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$387M 13,135,145 +3,507,430 +36%
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$314M 10,659,034 +1,333,635 +14%
Fidelity International
4
Fidelity International
Bermuda
$228M 7,746,755 -46,512 -0.6%
Principal Financial Group
5
Principal Financial Group
Iowa
$190M 6,433,119 +89,189 +1%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$186M 6,300,270 -167,190 -3%
BCIM
7
British Columbia Investment Management
British Columbia, Canada
$134M 4,530,214 +2,853,217 +170%
CIBC Asset Management
8
CIBC Asset Management
Ontario, Canada
$110M 3,730,195 +182,508 +5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$99.7M 3,380,854 +274,486 +9%
Select Equity Group
10
Select Equity Group
New York
$89.8M 3,044,733 +670,103 +28%
Toronto Dominion Bank
11
Toronto Dominion Bank
Ontario, Canada
$83.5M 2,831,827 +488,228 +21%
KACA
12
Kayne Anderson Capital Advisors
California
$81.3M 2,755,389 -39,681 -1%
TD Asset Management
13
TD Asset Management
Ontario, Canada
$75.8M 2,568,363 -88,540 -3%
SC
14
Scotia Capital
Ontario, Canada
$68.9M 2,340,453 +6,702 +0.3%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$61.9M 2,096,079 -100,647 -5%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$61.2M 2,074,809 +357,986 +21%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$51.6M 1,747,198 -16,004 -0.9%
MBI
18
Montrusco Bolton Investments
Quebec, Canada
$49.9M 1,690,326 -91,909 -5%
LSAG
19
Lake Street Advisors Group
New Hampshire
$46.1M 1,563,652 +29,747 +2%
First Trust Advisors
20
First Trust Advisors
Illinois
$45.6M 1,545,857 -111,568 -7%
Morgan Stanley
21
Morgan Stanley
New York
$43.4M 1,472,431 -654,243 -31%
Invesco
22
Invesco
Georgia
$40.2M 1,362,162 -303,136 -18%
EAM
23
Eventide Asset Management
Massachusetts
$36.4M 1,236,000 – –
APG Asset Management
24
APG Asset Management
Netherlands
$31.4M 1,160,661 +12,787 +1%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$30.8M 1,045,046 +290,570 +39%
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