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Brookfield Renewable
BEPC

Overview Fund Activity

365 hedge funds and large institutions have $2.7B invested in Brookfield Renewable in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 110 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+14
Holders Change %
+3.99%
% of All Funds
4.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
61
Increased
144
Reduced
110
Closed
41
Calls
$11.1M
Puts
$6.07M
Net Calls
+$5.07M
Net Calls Change
-$1.7M

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$71.1M
2
First Trust Advisors
First Trust Advisors
Illinois
+$40.7M
3
CIA
ClearBridge Investments (Australia)
Australia
+$37.3M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$35.5M
5
Parnassus Investments
Parnassus Investments
California
+$26.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.6M
2
EIP
Epoch Investment Partners
New York
-$47.5M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$25.5M
4
CW
Curio Wealth
Maryland
-$25.1M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
251
Washington Trust
Rhode Island
$136K +$136K +4,880 New
US Bancorp
252
US Bancorp
Minnesota
$125K -$31.5K -1,129 -20%
SPIA
253
Steward Partners Investment Advisory
New York
$123K -$68.2K -2,443 -36%
SOAMC
254
Spirit of America Management Corp
New York
$116K +$55.8K +2,000 +93%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$113K +$14.4K +516 +15%
MIA
256
MeadowBrook Investment Advisors
Michigan
$103K +$5.58K +200 +6%
FP
257
Financial Perspectives
Minnesota
$101K – – –
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$99.3K -$82.7K -2,962 -45%
PA
259
Parallel Advisors
California
$98.3K +$63K +2,255 +178%
CSC
260
Caldwell Sutter Capital
California
$88.3K +$8.4K +301 +11%
IA
261
IFP Advisors
Florida
$70K -$61.5K -2,204 -47%
MIM
262
MetLife Investment Management
New Jersey
$68.8K +$2.54K +91 +4%
WT
263
Whittier Trust
California
$68.4K – – –
LIC
264
Laurus Investment Counsel
Canada
$61.4K +$61.4K +2,200 New
RF
265
Rossby Financial
Florida
$61.4K +$61.4K +2,188 New
GWSG
266
GPS Wealth Strategies Group
Colorado
$60.8K -$3.49K -125 -5%
HNB
267
Huntington National Bank
Ohio
$58.4K +$4.41K +158 +8%
Twin Tree Management
268
Twin Tree Management
Texas
$58.4K +$58.4K +2,091 New
TFGT
269
TS Financial Group (TSFG)
Illinois
$57K +$28.2K +1,014 +98%
CA
270
Clearstead Advisors
Ohio
$52.4K – – –
SW
271
SVB Wealth
Massachusetts
$51.8K +$51.8K +1,854 New
ITIM
272
Indiana Trust & Investment Management
Indiana
$47.8K +$3.07K +110 +7%
CCM
273
Chilton Capital Management
Texas
$41.1K – – –
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$34.7K +$10.4K +374 +43%
GA
275
GoalVest Advisory
New York
$33.5K -$27.9K -1,000 -45%
9 10
11
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