BEPC icon

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
CIBC Private Wealth Group
Georgia
$125M
2
EIP
Epoch Investment Partners
New York
$41.1M
3
Legal & General Group
Legal & General Group
United Kingdom
$84.2M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$48.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$166M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$75.1M
2
Citadel Advisors
Citadel Advisors
Florida
$13.1M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
$0
4
CAI
Capital Advisors Inc
Oklahoma
$0
5
Millennium Management
Millennium Management
New York
$596K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
326
Parallel Advisors
California
$1.36K -$175 -5 -11%
BAM
327
Bellevue Asset Management
Washington
$1.36K – – –
MAM
328
Magellan Asset Management
Australia
$1.33K +$1.33K +38 New
GI
329
Gradient Investments
Minnesota
$1.05K – – –
HGERS
330
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
Optiver Holding
331
Optiver Holding
Netherlands
$874 +$874 +25 New
GWM
332
Geneos Wealth Management
Colorado
$838 – – –
ZB
333
Zions Bancorporation
Utah
$804 +$804 +23 New
FFA
334
Farther Finance Advisors
California
$768 -$524 -15 -41%
QCG
335
Quadrant Capital Group
Ohio
$560 +$35 +1 +7%
IA
336
IFP Advisors
Florida
$557 -$20.1K -468 -97%
PAI
337
Pittenger & Anderson Inc
Nebraska
$525 – – –
SC
338
Schubert & Co
Texas
$455 +$280 +8 +160%
SIC
339
SJS Investment Consulting
Ohio
$245 +$175 +5 +250%
AF
340
Advisornet Financial
Minnesota
$210 +$140 +4 +200%
DI
341
Disciplined Investments
Oklahoma
$210 +$140 +4 +200%
Federated Hermes
342
Federated Hermes
Pennsylvania
$175 – – –
AF
343
Allworth Financial
California
$105 – – –
TWA
344
TCI Wealth Advisors
Arizona
$70 +$35 +1 +100%
AssetMark Inc
345
AssetMark Inc
California
$35 +$35 +1 New
TWD
346
True Wealth Design
Ohio
$35 +$35 +1 New
MBI
347
Montrusco Bolton Investments
Quebec, Canada
– -$18.2M -662,272 Closed
CAI
348
Capital Advisors Inc
Oklahoma
– -$13.7M -496,545 Closed
Los Angeles Capital Management
349
Los Angeles Capital Management
California
– -$10.8M -391,396 Closed
NAM
350
NewGen Asset Management
Ontario, Canada
– -$4.62M -167,600 Closed
12 13
14
15 16