Clean Energy Fuels
CLNE
206 hedge funds and large institutions have $545M invested in Clean Energy Fuels in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 35 closing their positions.
553% more call options, than puts
Call options by funds: $15.2M | Put options by funds: $2.33M
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
15% more capital invested
Capital invested by funds: $474M → $545M (+$70.9M)
0.85% more ownership
Funds ownership: 48.7% → 49.55% (+0.85%)
6% less funds holding
Funds holding: 218 → 206 (-12)
16% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 64
29% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACG
Aventail Capital Group
New York
|
+$6.17M |
| 2 |
ACM
Arosa Capital Management
Miami Beach,
Florida
|
+$4.31M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$4.28M |
| 4 |
TCM
Thomist Capital Management
Houston,
Texas
|
+$4.05M |
| 5 |
JGC
J. Goldman & Co
New York
|
+$3.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$5.15M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$5.02M |
| 3 |
YCM
Yaupon Capital Management
New York
|
-$4.91M |
| 4 |
D.E. Shaw & Co
New York
|
-$3.18M |
| 5 |
Two Sigma Investments
New York
|
-$2.88M |
CLNE Hedge Fund Activity: Q2 2023 in Review
206 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Clean Energy Fuels (CLNE) for Q2 2023, worth a combined $545M — up 15% from $474M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of CLNE and 25 opened new positions — a net loss of 10 holders — while 64 trimmed existing stakes and 54 added.
The largest buyer was Aventail Capital Group, opening a new position worth an estimated $6.17M. The largest seller was State Street, cutting an estimated $5.15M.
- 206 institutional investors held Clean Energy Fuels (CLNE) as of Q2 2023, down from 218 in Q1 2023.
- Funds reported $545M of Clean Energy Fuels stock for Q2 2023, up 15% quarter-over-quarter.
- 25 funds opened new Clean Energy Fuels positions in Q2 2023 and 35 closed out, a net change of -10 holders.
- The largest Clean Energy Fuels buyer in Q2 2023 was Aventail Capital Group, an estimated $6.17M added.
- The largest Clean Energy Fuels seller in Q2 2023 was State Street, an estimated $5.15M sold.
Based on aggregated 13F filings for Q2 2023.