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Clearway Energy Class C

135 hedge funds and large institutions have $730M invested in Clearway Energy Class C in 2015 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 34

40% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $825K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.28% less ownership

Funds ownership: 102.37%101.09% (-1.3%)

6% less funds holding

Funds holding: 143135 (-8)

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

45% less capital invested

Capital invested by funds: $1.32B → $730M (-$590M)

Holders
135
Holders Change
-8
Holders Change %
-5.59%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
32
Increased
59
Reduced
34
Closed
40
Calls
$1.15M
Puts
$825K
Net Calls
+$327K
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56.7M +$7.76M +449,059 +10%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$54.8M +$12.7M +734,404 +18%
Jennison Associates
3
Jennison Associates
New York
$52.4M -$311K -17,979 -0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$49.5M +$7.43M +429,875 +11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$46.8M -$58.3M -3,375,358 -46%
PC
6
Passport Capital
California
$42.5M +$63.3M +3,663,987 New
LCS
7
Levin Capital Strategies
New York
$27.9M +$29.7M +1,720,716 +254%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$26.2M +$21.6M +1,250,332 +124%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$25.9M +$354K +20,457 +0.9%
SCM
10
Steadfast Capital Management
New York
$21.6M -$4.14M -239,697 -11%
CC
11
Carlson Capital
Texas
$18.8M +$28M +1,618,363 New
OCM
12
Osterweis Capital Management
California
$18.1M -$371K -21,475 -1%
SCA
13
Salient Capital Advisors
Texas
$16.7M -$9.08M -525,683 -27%
BFA
14
BlackRock Fund Advisors
California
$16.6M +$10.9M +630,169 +79%
BIT
15
BlackRock Institutional Trust
California
$16.3M +$10.4M +603,223 +75%
Bank of America
16
Bank of America
North Carolina
$13.5M +$1.59M +92,273 +9%
ACM
17
Archer Capital Management
New York
$13.5M +$20.1M +1,162,331 New
Millennium Management
18
Millennium Management
New York
$11.6M -$20.4M -1,181,288 -54%
State Street
19
State Street
Massachusetts
$11.4M +$8.78M +508,167 +108%
EGA
20
Eagle Global Advisors
Texas
$10.9M +$11M +637,475 +212%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$9.71M -$2.44M -141,248 -14%
SFM
22
Soros Fund Management
New York
$9.46M +$14.1M +814,670 New
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$9.14M +$3.61M +209,077 +36%
BA
24
BlackRock Advisors
Delaware
$7.89M +$385K +22,277 +3%
Alyeska Investment Group
25
Alyeska Investment Group
Illinois
$7.35M -$7.91M -457,873 -42%

CWEN Hedge Fund Activity: Q3 2015 in Review

135 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Clearway Energy Class C (CWEN) for Q3 2015, worth a combined $730M — down 45% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of CWEN and 32 opened new positions — a net loss of 8 holders — while 34 trimmed existing stakes and 59 added.

The largest buyer was Passport Capital, opening a new position worth an estimated $63.3M. The largest seller was Fidelity Investments, cutting an estimated $58.3M.

  • 135 institutional investors held Clearway Energy Class C (CWEN) as of Q3 2015, down from 143 in Q2 2015.
  • Funds reported $730M of Clearway Energy Class C stock for Q3 2015, down 45% quarter-over-quarter.
  • 32 funds opened new Clearway Energy Class C positions in Q3 2015 and 40 closed out, a net change of -8 holders.
  • The largest Clearway Energy Class C buyer in Q3 2015 was Passport Capital, an estimated $63.3M added.
  • The largest Clearway Energy Class C seller in Q3 2015 was Fidelity Investments, an estimated $58.3M sold.

Based on aggregated 13F filings for Q3 2015.