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Brookfield Renewable
BEPC

Overview Fund Activity

354 hedge funds and large institutions have $3.76B invested in Brookfield Renewable in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 130 increasing their positions, 117 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+24
Holders Change %
+7.27%
% of All Funds
5.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
64
Increased
130
Reduced
117
Closed
33
Calls
$7.26M
Puts
$5.2M
Net Calls
+$2.06M
Net Calls Change
+$93K

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
$187M
2
Fidelity International
Fidelity International
Bermuda
$104M
3
Morgan Stanley
Morgan Stanley
New York
$72.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$53.5M
5
EIP
Epoch Investment Partners
New York
$60M

Top Sellers

1
CIA
ClearBridge Investments (Australia)
Australia
$54.3M
2
EAM
Eventide Asset Management
Massachusetts
$0
3
KFC
Klingenstein Fields & Co
New York
$768K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$24.7M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$82.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
326
Cambridge Trust
Massachusetts
$2.88K – – –
LFG
327
Larson Financial Group
Missouri
$2.85K – – –
PA
328
Parallel Advisors
California
$2.62K -$8.93K -310 -77%
FFA
329
Farther Finance Advisors
California
$2.48K +$1.84K +64 +291%
NB
330
NBT Bank
New York
$2.48K +$2.48K +86 New
DA
331
Denali Advisors
California
$2.33K +$2.33K +81 New
ZB
332
Zions Bancorporation
Utah
$1.99K -$2.53K -88 -56%
SC
333
SouthState Corp
Florida
$1.73K – – –
T
334
Tidemark
California
$1.58K +$1.58K +55 New
BC
335
Barrett & Company
Rhode Island
$1.3K – – –
BAM
336
Bellevue Asset Management
Washington
$1.27K +$58 +2 +5%
MFT
337
Moisand Fitzgerald Tamayo
Florida
$1.24K – – –
AFG
338
Albion Financial Group
Utah
$1.18K – – –
MAM
339
Magellan Asset Management
Australia
$1.09K – – –
ASN
340
Advisory Services Network
Georgia
$1.09K +$1.09K +38 New
RIM
341
Rockbridge Investment Management
New York
$864 +$864 +30 New
PWMG
342
Private Wealth Management Group
New Jersey
$576 +$576 +20 New
CFFP
343
Center for Financial Planning
Michigan
$548 +$548 +19 New
NRG
344
Nemes Rush Group
Michigan
$519 – – –
GI
345
Gradient Investments
Minnesota
$489 – – –
AF
346
Advisornet Financial
Minnesota
$489 +$144 +5 +42%
SIC
347
SJS Investment Consulting
Ohio
$432 -$86 -3 -17%
PAI
348
Pittenger & Anderson Inc
Nebraska
$432 – – –
FG
349
Fairman Group
Pennsylvania
$403 +$403 +14 New
DPW
350
DiNuzzo Private Wealth
Pennsylvania
$317 +$317 +11 New
12 13
14
15 16