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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 %
VNA
301
Valley National Advisers
Pennsylvania
$8K – – –
AWM
302
AllSquare Wealth Management
New York
$7.86K – – –
AP
303
Arlington Partners
Alabama
$6.71K +$6.71K +192 New
JFA
304
JNBA Financial Advisors
Minnesota
$6.54K – – –
BAM
305
Baldrige Asset Management
Pennsylvania
$6K +$2.7K +75 +82%
TIM
306
Tortoise Investment Management
New York
$5.98K +$5.98K +171 New
OIA
307
Optimum Investment Advisors
Illinois
$5.24K -$19.6K -562 -79%
MCM
308
MV Capital Management
Maryland
$5.24K – – –
CFGS
309
Concourse Financial Group Securities
Alabama
$5.24K +$3.21K +92 +159%
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$5.03K +$2.9K +83 +136%
BTI
311
Blue Trust Inc
Georgia
$5K -$58 -2 -1%
CT
312
Cambridge Trust
Massachusetts
$3.5K – – –
ANBT
313
American National Bank & Trust
Texas
$3.39K – – –
CTA
314
Colonial Trust Advisors
South Carolina
$3.37K +$1.75K +50 +109%
N
315
Natixis
France
$3.07K – – –
CFB
316
Cullen/Frost Bankers
Texas
$2.45K +$2.45K +70 New
ASN
317
Advisory Services Network
Georgia
$2.38K -$1.08K -31 -31%
PTC
318
Private Trust Company
Ohio
$2.34K – – –
TRCT
319
Tower Research Capital (TRC)
New York
$2K -$400K -10,205 -100%
JIR
320
James Investment Research
Ohio
$2K – – –
CAL
321
Capital Advisors Ltd
Ohio
$2K +$2K +67 New
BC
322
Barrett & Company
Rhode Island
$1.57K – – –
UB
323
UMB Bank
Missouri
$1.5K – – –
AFG
324
Albion Financial Group
Utah
$1.43K – – –
Commonwealth Equity Services
325
Commonwealth Equity Services
Massachusetts
$1.42K +$107 +3,065 +8%
11 12
13
14 15