Clearway Energy Class C
CWEN
184 hedge funds and large institutions have $1.73B invested in Clearway Energy Class C in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 66 reducing their positions, and 20 closing their positions.
772% more call options, than puts
Call options by funds: $4.14M | Put options by funds: $475K
105% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 20
27% more capital invested
Capital invested by funds: $1.36B → $1.73B (+$364M)
12% more funds holding
Funds holding: 164 → 184 (+20)
2.54% more ownership
Funds ownership: 91.69% → 94.24% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
23% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.7M |
| 2 |
Neuberger Berman Group
New York
|
+$21.9M |
| 3 |
ECP
Electron Capital Partners
New York
|
+$17.6M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$11.8M |
| 5 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$9.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$33M |
| 2 |
Bank of New York Mellon
New York
|
-$16M |
| 3 |
AMH
Apollo Management Holdings
New York
|
-$13M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$9.66M |
| 5 |
NIM
NXG Investment Management
Dallas,
Texas
|
-$6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$4K | -222 | Closed |
|
|
ASN
202
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -35 | Closed |
|
|
GWS
203
Glassman Wealth Services
Vienna,
Virginia
| – | +$106 | +5 | New |
|
CWEN Hedge Fund Activity: Q2 2020 in Review
184 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Clearway Energy Class C (CWEN) for Q2 2020, worth a combined $1.73B — up 27% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new CWEN positions and 20 closed out — a net gain of 21 holders — while 51 added to existing stakes and 66 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $27.7M. The largest seller was JP Morgan Chase, cutting an estimated $33M.
- 184 institutional investors held Clearway Energy Class C (CWEN) as of Q2 2020, up from 164 in Q1 2020.
- Funds reported $1.73B of Clearway Energy Class C stock for Q2 2020, up 27% quarter-over-quarter.
- 41 funds opened new Clearway Energy Class C positions in Q2 2020 and 20 closed out, a net change of +21 holders.
- The largest Clearway Energy Class C buyer in Q2 2020 was Fidelity Investments, an estimated $27.7M added.
- The largest Clearway Energy Class C seller in Q2 2020 was JP Morgan Chase, an estimated $33M sold.
Based on aggregated 13F filings for Q2 2020.