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Brookfield Renewable

219 hedge funds and large institutions have $5.1B invested in Brookfield Renewable in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more capital invested

Capital invested by funds: $2.75B → $5.1B (+$2.34B)

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25.11% more ownership

Funds ownership: 38.47%63.58% (+25%)

23% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 56

11% more call options, than puts

Call options by funds: $7.1M | Put options by funds: $6.41M

2% more funds holding

Funds holding: 214219 (+5)

Holders
219
Holders Change
+5
Holders Change %
+2.34%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
69
Reduced
56
Closed
15
Calls
$7.1M
Puts
$6.41M
Net Calls
+$688K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
WPI
101
Walter Public Investments
Canada
$507K
USCWA
102
U.S. Capital Wealth Advisors
Texas
$507K
WA
103
WealthTrust Axiom
Pennsylvania
$506K
FT
104
Fiduciary Trust
Massachusetts
$498K
EHC
105
Everett Harris & Co
California
$488K
CA
106
Clearstead Advisors
Ohio
$470K +$104K +4,135 +33%
Corient Private Wealth
107
Corient Private Wealth
Florida
$436K +$56.6K +2,252 +17%
Pathstone Holdings
108
Pathstone Holdings
New Jersey
$406K -$14.5K -576 -4%
AWM
109
Apollon Wealth Management
South Carolina
$394K +$23.8K +945 +7%
KeyBank National Association
110
KeyBank National Association
Ohio
$386K -$2.26K -90 -0.7%
ATIA
111
American Trust Investment Advisors
New Hampshire
$375K -$24K -955 -7%
WT
112
Whittier Trust
California
$374K
IAS
113
Insigneo Advisory Services
Florida
$360K
SWP
114
Stratos Wealth Partners
Ohio
$359K +$2.87K +114 +0.9%
PP
115
Pacifica Partners
Canada
$348K -$3.77K -150 -1%
CIA
116
Concurrent Investment Advisors
Florida
$348K +$311K +12,350 New
EAM
117
Evanson Asset Management
California
$347K
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$333K +$255K +10,143 +609%
VFA
119
Voya Financial Advisors
Connecticut
$332K -$60.4K -2,400 -17%
BIA
120
Beacon Investment Advisors
Maryland
$325K +$2.56K +102 +0.9%
BB
121
Burford Brothers
Texas
$323K
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$318K +$1.69K +67 +0.6%
Fiera Capital (Canada)
123
Fiera Capital (Canada)
Quebec, Canada
$307K -$783K -31,147 -74%
BAM
124
Belpointe Asset Management
Nevada
$303K -$2.24K -89 -0.8%
CT
125
Clearstead Trust
Maine
$290K