OPAL Fuels
OPAL
41 hedge funds and large institutions have $110M invested in OPAL Fuels in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
33% more capital invested
Capital invested by funds: $83.1M → $110M (+$27.3M)
11% more funds holding
Funds holding: 37 → 41 (+4)
6.99% more ownership
Funds ownership: 46.46% → 53.45% (+7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$7.01M |
| 2 |
ECA
Encompass Capital Advisors
New York
|
+$6.56M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.8M |
| 4 |
YCM
Yaupon Capital Management
New York
|
+$1.67M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brahman Capital
New York
|
-$1.52M |
| 2 |
ZP
Zimmer Partners
New York
|
-$475K |
| 3 |
Jane Street
New York
|
-$87.9K |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$46.6K |
| 5 |
JRCM
Jones Road Capital Management
New York
|
-$38K |
OPAL Hedge Fund Activity: Q2 2023 in Review
41 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in OPAL Fuels (OPAL) for Q2 2023, worth a combined $110M — up 33% from $83.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OPAL positions and 3 closed out — a net gain of 4 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $7.01M. The largest seller was Brahman Capital, cutting an estimated $1.52M.
- 41 institutional investors held OPAL Fuels (OPAL) as of Q2 2023, up from 37 in Q1 2023.
- Funds reported $110M of OPAL Fuels stock for Q2 2023, up 33% quarter-over-quarter.
- 7 funds opened new OPAL Fuels positions in Q2 2023 and 3 closed out, a net change of +4 holders.
- The largest OPAL Fuels buyer in Q2 2023 was Bank of Montreal, an estimated $7.01M added.
- The largest OPAL Fuels seller in Q2 2023 was Brahman Capital, an estimated $1.52M sold.
Based on aggregated 13F filings for Q2 2023.