OPAL Fuels
OPAL
54 hedge funds and large institutions have $60.4M invested in OPAL Fuels in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
15% more funds holding
Funds holding: 47 → 54 (+7)
3.35% less ownership
Funds ownership: 55.31% → 51.96% (-3.3%)
23% less capital invested
Capital invested by funds: $78M → $60.4M (-$17.6M)
33% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 18
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
99% less call options, than puts
Call options by funds: $8K | Put options by funds: $615K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SIR Capital Management
New York
|
+$789K |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$447K |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$267K |
| 4 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
+$235K |
| 5 |
Millennium Management
New York
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Encompass Capital Advisors
New York
|
-$3.48M |
| 2 |
YSP
Yarra Square Partners
New York
|
-$879K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$515K |
| 4 |
ZP
Zimmer Partners
New York
|
-$369K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$240K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFSC
51
Peoples Financial Services Corp
Dunmore,
Pennsylvania
| $2.04K | – | – | – |
|
|
TCOV
52
Trust Company of Vermont
Brattleboro,
Vermont
| $818 | +$940 | +200 | New |
|
|
NA
53
NewEdge Advisors
New Orleans,
Louisiana
| $757 | – | – | – |
|
54
JP Morgan Chase
New York
| $200 | -$62.4K | -13,274 | -100% |
|
|
YSP
55
Yarra Square Partners
New York
| – | -$879K | -175,095 | Closed |
|
56
Point72 Asset Management
Stamford,
Connecticut
| – | -$50.2K | -10,000 | Closed |
|
57
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$23.3K | -4,648 | Closed |
|
58
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$4 | -819 | Closed |
|
OPAL Hedge Fund Activity: Q2 2024 in Review
54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in OPAL Fuels (OPAL) for Q2 2024, worth a combined $60.4M — down 23% from $78M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new OPAL positions and 4 closed out — a net gain of 7 holders — while 12 added to existing stakes and 18 trimmed.
The largest buyer was SIR Capital Management, adding an estimated $789K. The largest seller was Encompass Capital Advisors, cutting an estimated $3.48M.
- 54 institutional investors held OPAL Fuels (OPAL) as of Q2 2024, up from 47 in Q1 2024.
- Funds reported $60.4M of OPAL Fuels stock for Q2 2024, down 23% quarter-over-quarter.
- 11 funds opened new OPAL Fuels positions in Q2 2024 and 4 closed out, a net change of +7 holders.
- The largest OPAL Fuels buyer in Q2 2024 was SIR Capital Management, an estimated $789K added.
- The largest OPAL Fuels seller in Q2 2024 was Encompass Capital Advisors, an estimated $3.48M sold.
Based on aggregated 13F filings for Q2 2024.