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Brookfield Renewable

202 hedge funds and large institutions have $4.31B invested in Brookfield Renewable in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

972% more call options, than puts

Call options by funds: $5.14M | Put options by funds: $479K

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

22% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 55

9% more funds holding

Funds holding: 186202 (+16)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less capital invested

Capital invested by funds: $4.37B → $4.31B (-$63.9M)

4.87% less ownership

Funds ownership: 109.05%104.18% (-4.9%)

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
4.14%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
67
Reduced
55
Closed
23
Calls
$5.14M
Puts
$479K
Net Calls
+$4.66M
Net Calls Change
+$5.72M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
151
Jacobi Capital Management
Pennsylvania
$231K +$194K +7,737 New
CAN
152
Cetera Advisor Networks
California
$228K
SC
153
Sepio Capital
Utah
$220K +$217K +8,632 New
M
154
Mirova
France
$219K -$5.95K -237 -3%
KA
155
Kovack Advisors
Florida
$216K -$12.4K -494 -6%
AL
156
Aspiriant LLC
California
$212K +$209K +8,302 New
NA
157
NewEdge Advisors
Louisiana
$203K +$200K +7,951 New
BONST
158
Bank of Nova Scotia Trust
Ontario, Canada
$203K +$200K +7,969 New
AAS
159
Avantax Advisory Services
Texas
$202K +$198K +7,881 New
BlackRock
160
BlackRock
New York
$177K +$174K +6,924 New
PA
161
Parallel Advisors
California
$145K +$11.5K +458 +9%
MIFH
162
Migdal Insurance & Financial Holdings
Israel
$144K +$141K +5,633 New
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$139K
KPCM
164
Kings Point Capital Management
New York
$120K
WTC
165
WhitTier Trust Company
Nevada
$96K
HWA
166
Heritage Wealth Advisors
Virginia
$81.9K
HNB
167
Huntington National Bank
Ohio
$71K
KPW
168
Kore Private Wealth
New York
$71K
GI
169
Gradient Investments
Minnesota
$67K
OIA
170
Optimum Investment Advisors
Illinois
$67K +$66K +2,627 New
CQS
171
Credential Qtrade Securities
$62.6K +$13.4K +532 +28%
LWA
172
Lenox Wealth Advisors
New York
$51K
1832 Asset Management
173
1832 Asset Management
Ontario, Canada
$45K -$349K -13,886 -89%
HS
174
Horan Securities
United States
$37K -$15.5K -619 -30%
FC
175
FORA Capital
Florida
$36K +$35.4K +1,409 New