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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 %
ZB
301
Zions Bancorporation
Utah
$3.76K +$3.33K +139 +772%
OIA
302
Optimum Investment Advisors
Illinois
$3.59K – – –
MCM
303
MV Capital Management
Maryland
$3.59K – – –
CAL
304
Capital Advisors Ltd
Ohio
$3K +$2.69K +97 +882%
NS
305
NBC Securities
Alabama
$3K +$3K +150 New
AWA
306
Authentikos Wealth Advisory
California
$2.59K +$2.59K +108 New
AAG
307
Armstrong Advisory Group
Massachusetts
$2.59K +$2.59K +108 New
CT
308
Cambridge Trust
Massachusetts
$2.39K – – –
CTA
309
Colonial Trust Advisors
South Carolina
$2.38K +$24 +1 +1%
LFG
310
Larson Financial Group
Missouri
$2.37K +$2.37K +99 New
ANBT
311
American National Bank & Trust
Texas
$2.32K – – –
PTC
312
Private Trust Company
Ohio
$1.6K – – –
SC
313
SouthState Corp
Florida
$1.44K +$1.44K +60 New
BC
314
Barrett & Company
Rhode Island
$1.08K – – –
MFT
315
Moisand Fitzgerald Tamayo
Florida
$1.03K +$1.03K +43 New
UB
316
UMB Bank
Missouri
$1.03K – – –
BAM
317
Bellevue Asset Management
Washington
$1.01K +$48 +2 +5%
AFG
318
Albion Financial Group
Utah
$982 – – –
MAM
319
Magellan Asset Management
Australia
$910 – – –
QCG
320
Quadrant Capital Group
Ohio
$791 +$575 +24 +267%
HGERS
321
Householder Group Estate & Retirement Specialist
Arizona
$766 +$766 +32 New
Creative Planning
322
Creative Planning
Kansas
$695 +$695 +29 New
FFA
323
Farther Finance Advisors
California
$527 – – –
NRG
324
Nemes Rush Group
Michigan
$431 – – –
SIC
325
SJS Investment Consulting
Ohio
$431 +$144 +6 +50%
11 12
13
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