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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
BC
1
Brookfield Corp
Ontario, Canada
$1.95B +$10.5M +441,363 +0.6%
Fidelity International
2
Fidelity International
Bermuda
$337M +$82.3M +3,474,522 +37%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$327M -$19.2M -812,045 -6%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$327M +$4.11M +173,402 +1%
Principal Financial Group
5
Principal Financial Group
Iowa
$181M +$9.84M +415,667 +6%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$181M +$6.28M +265,355 +4%
CIBC Asset Management
7
CIBC Asset Management
Ontario, Canada
$163M +$56.7M +2,394,853 +63%
Select Equity Group
8
Select Equity Group
New York
$163M +$66.6M +2,813,412 +83%
Morgan Stanley
9
Morgan Stanley
New York
$116M +$67.8M +2,865,071 +184%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$77.8M -$2.51K -106 -0%
CIM
11
CCLA Investment Management
United Kingdom
$65.6M +$16M +676,754 +37%
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$64.5M -$4.93M -208,283 -8%
Connor, Clark & Lunn Investment Management (CC&L)
13
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$63.1M +$33.1M +1,398,164 +139%
TD Asset Management
14
TD Asset Management
Ontario, Canada
$62.6M -$2.27M -95,704 -4%
SC
15
Scotia Capital
Ontario, Canada
$59M -$2.68M -113,352 -5%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$48.9M -$4.49M -189,474 -9%
Invesco
17
Invesco
Georgia
$46.6M -$1.9M -80,399 -4%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$41.6M -$957K -40,402 -2%
APG Asset Management
19
APG Asset Management
Netherlands
$41.1M +$6.25M +264,132 +18%
First Trust Advisors
20
First Trust Advisors
Illinois
$37.9M -$2.07M -87,430 -6%
LSAG
21
Lake Street Advisors Group
New Hampshire
$37.2M -$2.24M -94,780 -6%
KACA
22
Kayne Anderson Capital Advisors
California
$31.1M -$11.5M -483,509 -29%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$27M +$1.63M +68,956 +7%
BCIM
24
British Columbia Investment Management
British Columbia, Canada
$25.2M -$70.5M -2,978,913 -76%
BHC
25
Bowen Hanes & Co
Florida
$20.4M -$104K -4,390 -0.6%