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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 %
BHWM
151
Bar Harbor Wealth Management
New Hampshire
$628K -$122K -5,105 -16%
SNT
152
SIG North Trading
Pennsylvania
$599K +$599K +25,036 New
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$592K +$12.9K +538 +2%
Bessemer Group
154
Bessemer Group
New Jersey
$590K +$485K +20,213 +464%
Natixis Advisors
155
Natixis Advisors
Massachusetts
$567K -$136K -5,675 -19%
American Century Companies
156
American Century Companies
Missouri
$561K +$23.3K +975 +4%
FFM
157
Forum Financial Management
Illinois
$541K – – –
AB
158
Amalgamated Bank
New York
$535K +$72.1K +3,008 +16%
TPCW
159
TD Private Client Wealth
New York
$530K -$103K -4,294 -16%
LPL Financial
160
LPL Financial
California
$528K -$9.7K -405 -2%
YIH
161
Y-Intercept (HK)
Hong Kong
$526K +$229K +9,571 +77%
Allspring Global Investments
162
Allspring Global Investments
North Carolina
$521K -$39.9K -1,666 -7%
SEI Investments
163
SEI Investments
Pennsylvania
$495K +$215K +8,995 +77%
NYLIM
164
New York Life Investment Management
New York
$490K +$263K +10,969 +115%
APWM
165
Argonautica Private Wealth Management
Massachusetts
$486K +$21.6K +901 +5%
Ameriprise
166
Ameriprise
Minnesota
$482K -$26.7K -1,116 -5%
Federated Hermes
167
Federated Hermes
Pennsylvania
$481K +$479K +20,000 +21,053%
WPEP
168
Walnut Private Equity Partners
Nebraska
$480K – – –
SCM
169
Segantii Capital Management
Hong Kong
$479K +$479K +20,000 New
Charles Schwab
170
Charles Schwab
California
$472K +$38K +1,587 +9%
XT
171
XTX Topco
Cayman Islands
$469K +$277K +11,588 +145%
Mackenzie Financial
172
Mackenzie Financial
Ontario, Canada
$467K -$725K -32,911 -61%
EIA
173
Edgemoor Investment Advisors
Maryland
$444K +$5.51K +230 +1%
VFA
174
Values First Advisors
Tennessee
$444K +$72.5K +3,029 +20%
AWC
175
Abundance Wealth Counselors
Pennsylvania
$439K +$56.7K +2,368 +15%
5 6
7
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