OPAL Fuels
OPAL
59 hedge funds and large institutions have $199M invested in OPAL Fuels in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
28% more capital invested
Capital invested by funds: $156M → $199M (+$43.1M)
23% more funds holding
Funds holding: 48 → 59 (+11)
7.99% more ownership
Funds ownership: 57.65% → 65.64% (+8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCL
Glazer Capital LLC
New York
|
+$11.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.92M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$5.86M |
| 4 |
SBLIC
Security Benefit Life Insurance Company
Topeka,
Kansas
|
+$4.88M |
| 5 |
ACA
Arena Capital Advisors
Los Angeles,
California
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Taconic Capital Advisors
New York
|
-$3.68M |
| 2 |
Millennium Management
New York
|
-$3.02M |
| 3 |
CH
CVI Holdings
Wilmington,
Delaware
|
-$983K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$425K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$244K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Capstone Investment Advisors
New York
| $195K | – | – | – |
|
|
BTP
52
Bloom Tree Partners
New York
| $195K | +$4.36K | +447 | +2% |
|
|
WRBC
53
W.R. Berkley Corp
Greenwich,
Connecticut
| $192K | – | – | – |
|
|
EC
54
EJF Capital
Arlington,
Virginia
| $172K | +$172K | +17,616 | New |
|
|
EGA
55
Eagle Global Advisors
Houston,
Texas
| $167K | – | – | – |
|
|
QGA
56
Q Global Advisors
Fort Worth,
Texas
| $160K | +$160K | +16,400 | New |
|
|
CM
57
Cohanzick Management
Pleasantville,
New York
| $76K | +$75.7K | +7,760 | New |
|
|
WAM
58
Wolverine Asset Management
Chicago,
Illinois
| $30K | -$176 | -18 | -0.6% |
|
59
UBS Group
Zurich,
Switzerland
| $11K | +$10.9K | +1,116 | New |
|
|
TCA
60
Taconic Capital Advisors
New York
| – | -$3.68M | -374,710 | Closed |
|
|
CH
61
CVI Holdings
Wilmington,
Delaware
| – | -$983K | -100,000 | Closed |
|
|
CS
62
Credit Suisse
Zurich,
Switzerland
| – | -$425K | -43,189 | Closed |
|
|
TRCT
63
Tower Research Capital (TRC)
New York
| – | -$1K | -66 | Closed |
|
OPAL Hedge Fund Activity: Q3 2021 in Review
59 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in OPAL Fuels (OPAL) for Q3 2021, worth a combined $199M — up 28% from $156M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new OPAL positions and 4 closed out — a net gain of 11 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Glazer Capital LLC, adding an estimated $11.8M. The largest seller was Taconic Capital Advisors, exiting entirely with an estimated $3.68M sold.
- 59 institutional investors held OPAL Fuels (OPAL) as of Q3 2021, up from 48 in Q2 2021.
- Funds reported $199M of OPAL Fuels stock for Q3 2021, up 28% quarter-over-quarter.
- 15 funds opened new OPAL Fuels positions in Q3 2021 and 4 closed out, a net change of +11 holders.
- The largest OPAL Fuels buyer in Q3 2021 was Glazer Capital LLC, an estimated $11.8M added.
- The largest OPAL Fuels seller in Q3 2021 was Taconic Capital Advisors, an estimated $3.68M sold.
Based on aggregated 13F filings for Q3 2021.