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Brookfield Renewable
BEPC

Overview Fund Activity

349 hedge funds and large institutions have $4.13B invested in Brookfield Renewable in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 100 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
5.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
50
Increased
148
Reduced
100
Closed
56
Calls
$5.93M
Puts
$4.42M
Net Calls
+$1.51M
Net Calls Change
+$1.33M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$125M
2
EIP
2
Epoch Investment Partners
New York
$41.1M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$84.2M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$48.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$166M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$75.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$13.1M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$0
4
CAI
4
Capital Advisors Inc
Oklahoma
$0
5
Millennium Management
5
Millennium Management
New York
$596K
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
226
Winton Group
United Kingdom
$270K +$270K +7,729 New
CS
227
Cannell & Spears
New York
$249K +$249K +7,116 New
GC
228
Gilbert & Cook
Iowa
$244K +$244K +6,978 New
ST
229
Somerset Trust
Pennsylvania
$239K -$20.3K -580 -8%
Mercer Global Advisors
230
Mercer Global Advisors
Colorado
$238K +$238K +6,811 New
BIM
231
Baldwin Investment Management
Pennsylvania
$238K +$238K +6,802 New
URS
232
Utah Retirement Systems
Utah
$238K +$238K +6,800 New
AWA
233
Arete Wealth Advisors
Illinois
$235K +$235K +6,732 New
SLA
234
Silver Lake Advisory
Utah
$229K +$229K +6,540 New
FAFN
235
First Affirmative Financial Network
Colorado
$228K +$228K +6,532 New
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$221K +$6.89K +197 +3%
TC
237
Truvestments Capital
Florida
$215K -$132K -3,772 -38%
US Bancorp
238
US Bancorp
Minnesota
$211K +$67.5K +1,930 +47%
ACM
239
Adalta Capital Management
New York
$210K – – –
AAS
240
Ameritas Advisory Services
Nebraska
$209K -$187K -5,347 -47%
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$208K -$107K -3,053 -34%
JFG
242
Jefferies Financial Group
New York
$207K +$207K +5,933 New
Assenagon Asset Management
243
Assenagon Asset Management
Luxembourg
$205K +$205K +5,871 New
JEST
244
JTC Employer Solutions Trustee
Jersey
$201K – – –
SIC
245
Salem Investment Counselors
North Carolina
$188K +$188K +5,374 New
Korea Investment Corp
246
Korea Investment Corp
South Korea
$148K -$1.22M -34,857 -89%
FP
247
Financial Perspectives
Minnesota
$126K – – –
OCM
248
Orion Capital Management
California
$119K – – –
GWSG
249
GPS Wealth Strategies Group
Colorado
$115K +$115K +3,290 New
AI
250
AXS Investments
New York
$113K +$113K +3,240 New
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10
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