We are live on ! Find out more
BEP icon

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
Jones Financial Companies
151
Jones Financial Companies
Missouri
$58K +$18.7K +745 +57%
MLA
152
MB, Levis & Associates
Pennsylvania
$56.6K +$553 +22 +1%
NFA
153
Northwest Financial Advisors
Virginia
$51.2K +$45.7K +1,817 New
SPIA
154
Steward Partners Investment Advisory
New York
$48.1K +$4.15K +165 +11%
TCM
155
TruNorth Capital Management
Michigan
$42.6K
FFL
156
Financial Freedom LLC
Ohio
$33.7K +$428 +17 +1%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$31.7K -$7.54K -300 -21%
BGC
158
Beutel, Goodman & Co
Ontario, Canada
$31K
AWM
159
Atticus Wealth Management
Florida
$29.8K
BBHC
160
Brown Brothers Harriman & Co
New York
$29.6K
JFA
161
JNBA Financial Advisors
Minnesota
$28.2K
WSFS
162
Wilmington Savings Fund Society
Delaware
$27.9K +$24.9K +991 New
SS
163
Sunbelt Securities
Texas
$27.1K +$4.83K +192 +25%
GI
164
GAMMA Investing
California
$26.9K +$11.1K +442 +86%
US Bancorp
165
US Bancorp
Minnesota
$26.8K
VNA
166
Valley National Advisers
Pennsylvania
$26K
NA
167
NewEdge Advisors
Louisiana
$24.5K +$12.6K +500 +135%
DF
168
Dunhill Financial
United Kingdom
$21.1K +$18.9K +750 New
HB
169
Horizon Bancorp
Indiana
$20K
GWSG
170
GPS Wealth Strategies Group
Colorado
$19.7K -$31.3K -1,244 -64%
CHA
171
Carmichael Hill & Associates
Maryland
$19.7K
CSC
172
Caldwell Sutter Capital
California
$18K
SWM
173
Spire Wealth Management
Virginia
$17.6K +$176 +7 +1%
GRP
174
Global Retirement Partners
California
$16.2K -$10.6K -420 -42%
PA
175
Parallel Advisors
California
$16K