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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 %
JPMPWA
201
J.P. Morgan Private Wealth Advisors
California
$422K +$68K +1,947 +19%
BTWM
202
Baker Tilly Wealth Management
Wisconsin
$420K -$28.3K -811 -6%
IIM
203
INTECH Investment Management
Florida
$419K -$20.7K -594 -5%
O
204
Ossiam
France
$408K -$1.16M -33,282 -74%
DP
205
Dearborn Partners
Illinois
$402K – – –
XT
206
XTX Topco
Cayman Islands
$387K +$387K +11,073 New
AA
207
ALPS Advisors
Colorado
$385K +$105K +3,016 +38%
KIA
208
KCM Investment Advisors
California
$377K +$12K +344 +3%
TC
209
Trilogy Capital
California
$375K +$375K +10,724 New
MIM
210
Moseley Investment Management
Florida
$368K +$23.9K +685 +7%
FHA
211
Flagship Harbor Advisors
Massachusetts
$364K +$3.39K +97 +0.9%
AWM
212
AE Wealth Management
Kansas
$362K -$17.3K -495 -5%
TC
213
TownSquare Capital
Utah
$359K -$53.3K -1,525 -13%
MSRPS
214
Maryland State Retirement & Pension System
Maryland
$353K +$34.7K +994 +11%
VIA
215
Vident Investment Advisory
Georgia
$338K +$338K +9,689 New
AO
216
Advisor OS
Illinois
$336K +$336K +9,628 New
WT
217
Washington Trust
Rhode Island
$331K +$49.6K +1,419 +18%
GCP
218
GSA Capital Partners
United Kingdom
$327K +$327K +9,363 New
BAM
219
Belpointe Asset Management
Nevada
$323K +$66.2K +1,894 +26%
GAM
220
Griffin Asset Management
New York
$314K +$314K +8,990 New
BWP
221
BSW Wealth Partners
Colorado
$307K +$47.4K +1,355 +18%
AWS
222
Atria Wealth Solutions
New York
$306K -$62.2K -1,773 -17%
SIG
223
Stonegate Investment Group
Alabama
$292K – – –
AT
224
Arden Trust
Delaware
$290K -$8.79K -251 -3%
BONST
225
Bank of Nova Scotia Trust
Ontario, Canada
$277K +$8.21K +235 +3%
7 8
9
10 11