OPAL Fuels
OPAL
71 hedge funds and large institutions have $266M invested in OPAL Fuels in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 17 closing their positions.
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
33% more capital invested
Capital invested by funds: $199M → $266M (+$66.7M)
20% more funds holding
Funds holding: 59 → 71 (+12)
20% more ownership
Funds ownership: 65.64% → 85.64% (+20%)
44% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACG
Aventail Capital Group
New York
|
+$14.3M |
| 2 |
MF
Magnetar Financial
Evanston,
Illinois
|
+$9.7M |
| 3 |
Millennium Management
New York
|
+$9.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$8.71M |
| 5 |
JG
Jefferies Group
New York
|
+$7.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$9.23M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$6.83M |
| 3 |
GCL
Glazer Capital LLC
New York
|
-$6.34M |
| 4 |
ICM
Indaba Capital Management
San Francisco,
California
|
-$4.88M |
| 5 |
SBLIC
Security Benefit Life Insurance Company
Topeka,
Kansas
|
-$4.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCA
76
Tortoise Capital Advisors
Overland Park,
Kansas
| – | -$2.07M | -211,784 | Closed |
|
|
FTCM
77
Fir Tree Capital Management
New York
| – | -$1.95M | -200,000 | Closed |
|
78
Citigroup
New York
| – | -$976K | -100,000 | Closed |
|
|
SCC
79
Spring Creek Capital
Wichita,
Kansas
| – | -$976K | -100,000 | Closed |
|
|
HP
80
Hartree Partners
New York
| – | -$732K | -75,000 | Closed |
|
|
PI
81
PEAK6 Investments
Chicago,
Illinois
| – | -$499K | -60,001 | Closed |
|
|
CAC
82
Cowen and Company
New York
| – | -$244K | -25,000 | Closed |
|
|
SCM
83
Segantii Capital Management
Hong Kong
| – | -$244K | -25,000 | Closed |
|
|
BTP
84
Bloom Tree Partners
New York
| – | -$195K | -19,997 | Closed |
|
|
WRBC
85
W.R. Berkley Corp
Greenwich,
Connecticut
| – | -$192K | -19,650 | Closed |
|
|
EC
86
EJF Capital
Arlington,
Virginia
| – | -$172K | -17,616 | Closed |
|
|
EGA
87
Eagle Global Advisors
Houston,
Texas
| – | -$167K | -17,070 | Closed |
|
|
WAM
88
Wolverine Asset Management
Chicago,
Illinois
| – | -$30K | -3,101 | Closed |
|
OPAL Hedge Fund Activity: Q4 2021 in Review
71 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in OPAL Fuels (OPAL) for Q4 2021, worth a combined $266M — up 33% from $199M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new OPAL positions and 17 closed out — a net gain of 14 holders — while 9 added to existing stakes and 16 trimmed.
The largest buyer was Aventail Capital Group, opening a new position worth an estimated $14.3M. The largest seller was Adage Capital Partners, cutting an estimated $9.23M.
- 71 institutional investors held OPAL Fuels (OPAL) as of Q4 2021, up from 59 in Q3 2021.
- Funds reported $266M of OPAL Fuels stock for Q4 2021, up 33% quarter-over-quarter.
- 31 funds opened new OPAL Fuels positions in Q4 2021 and 17 closed out, a net change of +14 holders.
- The largest OPAL Fuels buyer in Q4 2021 was Aventail Capital Group, an estimated $14.3M added.
- The largest OPAL Fuels seller in Q4 2021 was Adage Capital Partners, an estimated $9.23M sold.
Based on aggregated 13F filings for Q4 2021.