Clearway Energy Class C
CWEN
164 hedge funds and large institutions have $1.36B invested in Clearway Energy Class C in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 39 reducing their positions, and 36 closing their positions.
73% more call options, than puts
Call options by funds: $5.05M | Put options by funds: $2.92M
72% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 39
2.32% more ownership
Funds ownership: 89.37% → 91.69% (+2.3%)
3% less capital invested
Capital invested by funds: $1.4B → $1.36B (-$40.9M)
8% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 36
3% less funds holding
Funds holding: 169 → 164 (-5)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$50.8M |
| 2 |
JP Morgan Chase
New York
|
+$31.2M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
+$20.8M |
| 4 |
AMH
Apollo Management Holdings
New York
|
+$19.1M |
| 5 |
Goldman Sachs
New York
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cyrus Capital Partners
New York
|
-$49M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.4M |
| 3 |
Neuberger Berman Group
New York
|
-$24.1M |
| 4 |
WHRC
W.H. Reaves & Co
Jersey City,
New Jersey
|
-$18.1M |
| 5 |
Bank of New York Mellon
New York
|
-$16.7M |
CWEN Hedge Fund Activity: Q1 2020 in Review
164 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Clearway Energy Class C (CWEN) for Q1 2020, worth a combined $1.36B — down 2.9% from $1.4B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of CWEN and 33 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 67 added.
The largest buyer was Franklin Resources, adding an estimated $50.8M. The largest seller was Cyrus Capital Partners, exiting entirely with an estimated $49M sold.
- 164 institutional investors held Clearway Energy Class C (CWEN) as of Q1 2020, down from 169 in Q4 2019.
- Funds reported $1.36B of Clearway Energy Class C stock for Q1 2020, down 2.9% quarter-over-quarter.
- 33 funds opened new Clearway Energy Class C positions in Q1 2020 and 36 closed out, a net change of -3 holders.
- The largest Clearway Energy Class C buyer in Q1 2020 was Franklin Resources, an estimated $50.8M added.
- The largest Clearway Energy Class C seller in Q1 2020 was Cyrus Capital Partners, an estimated $49M sold.
Based on aggregated 13F filings for Q1 2020.