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Clean Energy Fuels

150 hedge funds and large institutions have $350M invested in Clean Energy Fuels in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $269M → $350M (+$80.7M)

4% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 50

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 153150 (-3)

30% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $23.2M

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
4.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
52
Reduced
50
Closed
16
Calls
$16.2M
Puts
$23.2M
Net Calls
-$6.99M
Net Calls Change
+$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$48.9M +$102K +10,250 +0.2%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$34.6M +$29.3M +2,950,000 New
State Street
3
State Street
Massachusetts
$31.8M +$322K +32,495 +1%
BIT
4
BlackRock Institutional Trust
California
$23.4M +$445K +44,904 +2%
BFA
5
BlackRock Fund Advisors
California
$18.9M -$1.68M -169,412 -10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$16.1M -$1.98K -200 -0%
Norges Bank
7
Norges Bank
Norway
$15.6M +$6.59M +664,516 +100%
Wells Fargo
8
Wells Fargo
California
$13.7M +$3.51M +353,608 +44%
MC
9
Muhlenkamp & Co
Pennsylvania
$10.4M +$32.3K +3,260 +0.4%
Northern Trust
10
Northern Trust
Illinois
$10.1M -$978K -98,592 -10%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$9.67M -$1.53M -154,582 -16%
Capital Research Global Investors
12
Capital Research Global Investors
California
$9.38M +$6.45M +650,000 +433%
TCIM
13
TIAA CREF Investment Management
New York
$6.43M +$263K +26,539 +5%
KBC Group
14
KBC Group
Belgium
$6.19M +$2.39M +240,962 +84%
Temasek Holdings
15
Temasek Holdings
Singapore
$4.98M
Morgan Stanley
16
Morgan Stanley
New York
$4.96M +$103K +10,432 +3%
RS
17
Robeco Schweiz
Switzerland
$4.54M +$337K +34,000 +9%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$4.33M +$42.5K +4,285 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.82M -$96.8K -9,760 -3%
CCA
20
Catalyst Capital Advisors
New York
$3.6M +$372K +37,500 +14%
ARC
21
Absolute Return Capital
Massachusetts
$3.3M +$2.45M +246,864 +716%
TAM
22
Tocqueville Asset Management
New York
$3.27M +$89.3K +9,000 +3%
BCA
23
Benchmark Capital Advisors
New York
$2.68M +$249K +25,100 +12%
U
24
UBS
Switzerland
$2.5M +$231K +23,290 +12%
BIM
25
BlackRock Investment Management
Delaware
$2.41M +$150K +15,101 +8%

CLNE Hedge Fund Activity: Q2 2014 in Review

150 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Clean Energy Fuels (CLNE) for Q2 2014, worth a combined $350M — up 30% from $269M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of CLNE and 15 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 52 added.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $29.3M. The largest seller was Oceanic Investment Management, exiting entirely with an estimated $9.16M sold.

  • 150 institutional investors held Clean Energy Fuels (CLNE) as of Q2 2014, down from 153 in Q1 2014.
  • Funds reported $350M of Clean Energy Fuels stock for Q2 2014, up 30% quarter-over-quarter.
  • 15 funds opened new Clean Energy Fuels positions in Q2 2014 and 16 closed out, a net change of -1 holder.
  • The largest Clean Energy Fuels buyer in Q2 2014 was State of New Jersey Common Pension Fund D, an estimated $29.3M added.
  • The largest Clean Energy Fuels seller in Q2 2014 was Oceanic Investment Management, an estimated $9.16M sold.

Based on aggregated 13F filings for Q2 2014.