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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 %
TC
276
Tacita Capital
Ontario, Canada
$33K – – –
LM
277
Lincluden Management
Ontario, Canada
$32K +$32K +933 New
AIM
278
Achmea Investment Management
Netherlands
$30K -$1.5M -43,789 -98%
DGAM
279
Desjardins Global Asset Management
Quebec, Canada
$28K +$806 +23 +3%
SOAMC
280
Spirit of America Management Corp
New York
$22.7K +$22.7K +650 New
CSC
281
Caldwell Sutter Capital
California
$22.4K +$22.4K +641 New
TFA
282
Toth Financial Advisory
Virginia
$21.5K – – –
SN
283
Sittner & Nelson
Oregon
$19.6K – – –
HNB
284
Huntington National Bank
Ohio
$19.4K – – –
EWA
285
EverSource Wealth Advisors
Alabama
$18.8K +$16.8K +480 +814%
FCA
286
FinTrust Capital Advisors
South Carolina
$17.7K – – –
MLA
287
MB, Levis & Associates
Pennsylvania
$16.1K +$140 +4 +0.9%
TF
288
Tompkins Financial
New York
$15.2K – – –
JWA
289
JFS Wealth Advisors
Pennsylvania
$13.8K +$419 +12 +3%
GWS
290
Glassman Wealth Services
Virginia
$13.7K +$4.72K +135 +52%
PFBT
291
Parkside Financial Bank & Trust
Missouri
$11.9K -$979 -28 -8%
HWA
292
Heritage Wealth Advisors
Virginia
$11.2K -$11.1K -318 -50%
Mitsubishi UFJ Trust & Banking
293
Mitsubishi UFJ Trust & Banking
Japan
$11K – – –
C
294
Covestor
United Kingdom
$11K +$3.76K +104 +52%
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$10.9K +$804 +23 +8%
CSPIA
296
Cary Street Partners Investment Advisory
Virginia
$10.5K – – –
FFL
297
Financial Freedom LLC
Ohio
$10.4K +$105 +3 +1%
RA
298
Rational Advisors
New York
$9.16K – – –
BIA
299
Bell Investment Advisors
California
$8.6K -$4.16K -119 -33%
FWM
300
Focused Wealth Management
New York
$8.12K +$70 +2 +0.9%
10 11
12
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