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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
JWA
151
JFS Wealth Advisors
Pennsylvania
$39.4K
VNA
152
Valley National Advisers
Pennsylvania
$37K
VanEck Associates
153
VanEck Associates
New York
$32K
FFL
154
Financial Freedom LLC
Ohio
$30.1K +$426 +18 +2%
BGC
155
Beutel, Goodman & Co
Ontario, Canada
$29K
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$28.8K -$23.1K -975 -47%
AWM
157
Atticus Wealth Management
Florida
$27.8K
BBHC
158
Brown Brothers Harriman & Co
New York
$27.6K
MCM
159
MV Capital Management
Maryland
$27.3K +$237 +10 +1%
JFA
160
JNBA Financial Advisors
Minnesota
$26.3K
BWM
161
Baystate Wealth Management
Massachusetts
$26.3K +$23.7K +1,000 New
US Bancorp
162
US Bancorp
Minnesota
$25K
FWM
163
Focused Wealth Management
New York
$24.9K
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$17.7K +$8.88K +375 +125%
GI
165
GAMMA Investing
California
$17.5K +$16K +674 New
CSC
166
Caldwell Sutter Capital
California
$17K -$8.17K -345 -35%
HB
167
Horizon Bancorp
Indiana
$16K
CHA
168
Carmichael Hill & Associates
Maryland
$15.8K
TF
169
Tompkins Financial
New York
$15.8K
PA
170
Parallel Advisors
California
$14.9K -$28.7K -1,211 -68%
SA
171
Scarborough Advisors
Maryland
$13.2K +$11.9K +504 New
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$13K +$1.07K +45 +10%
S
173
SignatureFD
Georgia
$12K
CT
174
Cambridge Trust
Massachusetts
$10.6K
TC
175
Truvestments Capital
Florida
$7.91K -$12.4K -524 -64%