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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
BC
1
Brookfield Corp
Ontario, Canada
$2.09B +$1.74B +69,190,779 +1,344%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$458M +$110M +4,362,184 +37%
Fidelity International
3
Fidelity International
Bermuda
$366M -$7.62M -302,823 -2%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$283M +$7.08M +281,365 +3%
Principal Financial Group
5
Principal Financial Group
Iowa
$214M +$8.32M +330,648 +5%
CIBC Asset Management
6
CIBC Asset Management
Ontario, Canada
$193M -$1.82M -72,168 -1%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$190M +$659K +26,189 +0.4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$124M -$16.8M -669,599 -13%
Select Equity Group
9
Select Equity Group
New York
$76.5M -$56.9M -2,264,031 -45%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$74.3M +$25.8M +1,027,598 +64%
SC
11
Scotia Capital
Ontario, Canada
$66.7M +$1.38M +55,057 +2%
TD Asset Management
12
TD Asset Management
Ontario, Canada
$64.7M -$2.34M -92,936 -4%
CIM
13
CCLA Investment Management
United Kingdom
$64M
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$50M +$17.1M +678,158 +62%
Morgan Stanley
15
Morgan Stanley
New York
$48.8M -$17.2M -682,953 -28%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$48.5M +$4.46M +177,482 +12%
Invesco
17
Invesco
Georgia
$46.2M +$9.3M +369,588 +29%
IIM
18
Intact Investment Management
Quebec, Canada
$42.3M +$37.7M +1,500,957 New
LSAG
19
Lake Street Advisors Group
New Hampshire
$39.6M +$8.7K +346 +0%
Ameriprise
20
Ameriprise
Minnesota
$37.8M +$12.7M +504,870 +60%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.6M -$41.1M -1,633,304 -59%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$29.3M +$652K +25,916 +3%
First Trust Advisors
23
First Trust Advisors
Illinois
$28.4M -$351K -13,956 -1%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$25.8M -$4.56M -181,494 -17%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$23.5M +$12.2M +483,415 +138%