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Brookfield Renewable
BEPC

Overview Fund Activity

330 hedge funds and large institutions have $2.97B invested in Brookfield Renewable in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-17
Holders Change %
-4.9%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
37
Increased
140
Reduced
101
Closed
51
Calls
$6.66M
Puts
$4.69M
Net Calls
+$1.97M
Net Calls Change
-$1.86M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$54.9M
2
NAM
NewGen Asset Management
Ontario, Canada
+$9.23M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$7.29M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$6.94M
5
Millennium Management
Millennium Management
New York
+$6.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.2M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$13.2M
3
ACG
Aventail Capital Group
New York
-$10.1M
4
ClearBridge Investments
ClearBridge Investments
New York
-$9.34M
5
TCA
Tortoise Capital Advisors
Kansas
-$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
276
EverSource Wealth Advisors
Alabama
$11K -$2.3K -96 -17%
TF
277
Tompkins Financial
New York
$10.4K – – –
JWA
278
JFS Wealth Advisors
Pennsylvania
$10.2K +$551 +23 +6%
GWS
279
Glassman Wealth Services
Virginia
$9.7K +$1.08K +45 +13%
PA
280
Parallel Advisors
California
$9.62K -$8.44K -352 -47%
PFBT
281
Parkside Financial Bank & Trust
Missouri
$9.19K +$766 +32 +9%
RA
282
Rational Advisors
New York
$8.26K – – –
SWM
283
Spire Wealth Management
Virginia
$8.14K +$72 +3 +0.9%
TCOV
284
Trust Company of Vermont
Vermont
$8.07K +$8.07K +337 New
HWA
285
Heritage Wealth Advisors
Virginia
$7.69K – – –
CAS
286
Coppell Advisory Solutions
Texas
$7.27K -$936 -34 -11%
CSPIA
287
Cary Street Partners Investment Advisory
Virginia
$7.18K – – –
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$7.09K +$3.66K +153 +107%
C
289
Covestor
United Kingdom
$7K -$142 -6 -2%
CI Investments Inc
290
CI Investments Inc
Ontario, Canada
$7K +$792 +31 +13%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$6.73K -$4.36K -182 -39%
FFL
292
Financial Freedom LLC
Ohio
$6.66K -$503 -21 -7%
BBHC
293
Brown Brothers Harriman & Co
New York
$6.27K +$6.27K +262 New
VNA
294
Valley National Advisers
Pennsylvania
$6K – – –
FWM
295
Focused Wealth Management
New York
$5.66K +$48 +2 +0.9%
AWM
296
AllSquare Wealth Management
New York
$5.39K – – –
BIA
297
Bell Investment Advisors
California
$4.86K -$3.21K -134 -40%
CT
298
Colonial Trust
South Carolina
$4.5K +$4.5K +188 New
JFA
299
JNBA Financial Advisors
Minnesota
$4.48K – – –
TIM
300
Tortoise Investment Management
New York
$4.09K – – –
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