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Brookfield Renewable

216 hedge funds and large institutions have $4.83B invested in Brookfield Renewable in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

23% more capital invested

Capital invested by funds: $3.92B → $4.83B (+$911M)

3% more funds holding

Funds holding: 210216 (+6)

1.84% more ownership

Funds ownership: 61.66%63.5% (+1.8%)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

7% less call options, than puts

Call options by funds: $5.8M | Put options by funds: $6.24M

Holders
216
Holders Change
+6
Holders Change %
+2.86%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
63
Reduced
65
Closed
22
Calls
$5.8M
Puts
$6.24M
Net Calls
-$447K
Net Calls Change
+$9.71M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
WealthTrust Axiom
Pennsylvania
$471K -$35.5K -1,500 -8%
AAS
102
Avantax Advisory Services
Texas
$465K -$13.2K -559 -3%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$404K +$79.2K +3,344 +28%
EAM
104
Evanson Asset Management
California
$388K
FT
105
Fiduciary Trust
Massachusetts
$383K +$63.5K +2,680 +23%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$382K +$33.1K +1,396 +11%
ATIA
107
American Trust Investment Advisors
New Hampshire
$375K +$338K +14,280 New
SWP
108
Stratos Wealth Partners
Ohio
$361K +$59.2K +2,500 +22%
KeyBank National Association
109
KeyBank National Association
Ohio
$355K -$24.9K -1,053 -7%
WT
110
Whittier Trust
California
$348K
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$343K +$309K +13,069 New
CT
112
Clearstead Trust
Maine
$338K
AWS
113
Atria Wealth Solutions
New York
$337K -$264K -11,141 -47%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$334K +$1.33K +56 +0.4%
CA
115
Clearstead Advisors
Ohio
$329K -$290K -12,232 -49%
BSW
116
Buckingham Strategic Wealth
Missouri
$326K +$10.7K +450 +4%
PP
117
Pacifica Partners
Canada
$313K
BB
118
Burford Brothers
Texas
$304K +$274K +11,570 New
BIA
119
Beacon Investment Advisors
Maryland
$295K +$2.98K +126 +1%
WW
120
Waterfront Wealth
Kansas
$295K -$62.8K -2,650 -19%
JFL
121
Jarislowsky, Fraser Ltd
Quebec, Canada
$286K
BAM
122
Belpointe Asset Management
Nevada
$283K +$31K +1,307 +14%
PAG
123
Private Advisor Group
New Jersey
$281K +$254K +10,705 New
Barclays
124
Barclays
United Kingdom
$273K +$147K +6,195 +147%
BI
125
Bramshill Investments
Florida
$253K +$228K +9,617 New