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CCEC

Capital Clean Energy Carriers

70 hedge funds and large institutions have $108M invested in Capital Clean Energy Carriers in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

15% less funds holding

Funds holding: 8270 (-12)

37% less call options, than puts

Call options by funds: $181K | Put options by funds: $287K

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

59% less capital invested

Capital invested by funds: $265M → $108M (-$157M)

Holders
70
Holders Change
-12
Holders Change %
-14.63%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
24
Closed
21
Calls
$181K
Puts
$287K
Net Calls
-$106K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
51
Raymond James Trust
Florida
$50K
Mariner
52
Mariner
Kansas
$47K +$54.1K +2,143 New
OPTFSNA
53
Old Point Trust & Financial Services N A
Virginia
$47K +$54.1K +2,143 New
LCM
54
Logan Capital Management
Pennsylvania
$38K
AWMS
55
Advocacy Wealth Management Services
Georgia
$34K -$21.5K -850 -36%
Invesco
56
Invesco
Georgia
$33K +$37.7K +1,493 New
MFS
57
MSI Financial Services
Massachusetts
$27K -$9.09K -360 -23%
Creative Planning
58
Creative Planning
Kansas
$23K +$6.49K +257 +33%
WA
59
WFG Advisors
Texas
$8K -$1.57K -62 -14%
MFT
60
Moisand Fitzgerald Tamayo
Florida
$7K
AIG
61
American International Group
New York
$4K +$3.59K +142 +490%
Citigroup
62
Citigroup
New York
$3K -$1.26K -50 -24%
US Bancorp
63
US Bancorp
Minnesota
$3K
BCMIO
64
Beacon Capital Management Inc (Ohio)
Ohio
$2K
GWM
65
Gupta Wealth Management
California
$2K
FWM
66
Focused Wealth Management
New York
$2K +$152 +6 +8%
WEC
67
Winslow Evans & Crocker
Massachusetts
$1.9K
TRCT
68
Tower Research Capital (TRC)
New York
$1K +$1.09K +43 New
Geode Capital Management
69
Geode Capital Management
Massachusetts
$323 +$241K +9,536 +186%
KACA
70
Kayne Anderson Capital Advisors
California
-$22.2M -574,637 Closed
First Trust Advisors
71
First Trust Advisors
Illinois
-$8.76M -226,597 Closed
PCM
72
Penserra Capital Management
California
-$5.77M -149,254 Closed
ACM
73
Advisors Capital Management
New Jersey
-$1.41M -36,552 Closed
TCIM
74
TIAA CREF Investment Management
New York
-$1.11M -28,706 Closed
SAM
75
Symphony Asset Management
California
-$771K -19,964 Closed

CCEC Hedge Fund Activity: Q1 2016 in Review

70 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Capital Clean Energy Carriers (CCEC) for Q1 2016, worth a combined $108M — down 59% from $265M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CCEC and 10 opened new positions — a net loss of 11 holders — while 24 trimmed existing stakes and 25 added.

The largest buyer was Global X Management Company, opening a new position worth an estimated $5.43M. The largest seller was Kayne Anderson Capital Advisors, exiting entirely with an estimated $22.2M sold.

  • 70 institutional investors held Capital Clean Energy Carriers (CCEC) as of Q1 2016, down from 82 in Q4 2015.
  • Funds reported $108M of Capital Clean Energy Carriers stock for Q1 2016, down 59% quarter-over-quarter.
  • 10 funds opened new Capital Clean Energy Carriers positions in Q1 2016 and 21 closed out, a net change of -11 holders.
  • The largest Capital Clean Energy Carriers buyer in Q1 2016 was Global X Management Company, an estimated $5.43M added.
  • The largest Capital Clean Energy Carriers seller in Q1 2016 was Kayne Anderson Capital Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q1 2016.