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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
WBC
201
West Branch Capital
Massachusetts
$1.34K
GWS
202
Glassman Wealth Services
Virginia
$1.26K
FCMT
203
Founders Capital Management (Texas)
Texas
$1.24K +$332 +14 +42%
DWA
204
Delos Wealth Advisors
Texas
$1.18K
RIL
205
Rothschild Investment LLC
Illinois
$1.18K +$1.07K +45 New
AW
206
Avion Wealth
Texas
$1K
GWM
207
Geneos Wealth Management
Colorado
$999
HI
208
Harbour Investments
Wisconsin
$788
BCM
209
Bourgeon Capital Management
Connecticut
$736
NSIM
210
North Star Investment Management
Illinois
$657
CFFP
211
Center for Financial Planning
Michigan
$579 +$521 +22 New
HWA
212
Heritage Wealth Advisors
Virginia
$499 -$30.2K -1,274 -99%
IGWM
213
ICA Group Wealth Management
Colorado
$394 +$355 +15 New
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$79 -$1.3K -55 -95%
LWANC
215
Laurel Wealth Advisors (North Carolina)
North Carolina
$79
TCM
216
Tradewinds Capital Management
Washington
$79
EAM
217
Eventide Asset Management
Massachusetts
-$26.9M -1,236,000 Closed
Public Sector Pension Investment Board (PSP Investments)
218
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$10.2M -467,942 Closed
Renaissance Technologies
219
Renaissance Technologies
New York
-$2.53M -116,052 Closed
TAF
220
Tredje AP-fonden
Sweden
-$1.76M -81,101 Closed
SAM
221
Storebrand Asset Management
Norway
-$1.25M -57,369 Closed
Mariner
222
Mariner
Kansas
-$1.17M -53,659 Closed
MS
223
Maven Securities
Jersey
-$1.09M -50,000 Closed
AGM
224
Alpine Global Management
New York
-$282K -12,950 Closed
Wealth Enhancement Advisory Services
225
Wealth Enhancement Advisory Services
Minnesota
-$279K -12,853 Closed