OPAL Fuels
OPAL
73 hedge funds and large institutions have $273M invested in OPAL Fuels in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 16 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 9
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
4.16% more ownership
Funds ownership: 85.64% → 89.8% (+4.2%)
3% more funds holding
Funds holding: 71 → 73 (+2)
3% more capital invested
Capital invested by funds: $266M → $273M (+$7M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$10.6M |
| 2 |
TCA
Taconic Capital Advisors
New York
|
+$7.6M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
+$4.99M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$4.72M |
| 5 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
+$4.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACG
Aventail Capital Group
New York
|
-$14.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7.07M |
| 3 |
Blackstone Inc
New York
|
-$6.99M |
| 4 |
TCM
Thomist Capital Management
Houston,
Texas
|
-$6.09M |
| 5 |
GCL
Glazer Capital LLC
New York
|
-$5.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCM
76
Thomist Capital Management
Houston,
Texas
| – | -$6.09M | -610,400 | Closed |
|
|
GCL
77
Glazer Capital LLC
New York
| – | -$5.66M | -566,873 | Closed |
|
78
BlackRock
New York
| – | -$4.96M | -496,849 | Closed |
|
|
CCA
79
Canyon Capital Advisors
Dallas,
Texas
| – | -$2.99M | -300,000 | Closed |
|
|
UOC
80
UBS O'Connor
Chicago,
Illinois
| – | -$2.5M | -250,866 | Closed |
|
|
DCP
81
Diameter Capital Partners
New York
| – | -$1.89M | -189,398 | Closed |
|
|
TAL
82
TIG Advisors LLC
New York
| – | -$998K | -100,000 | Closed |
|
83
Point72 Asset Management
Stamford,
Connecticut
| – | -$803K | -80,500 | Closed |
|
|
CS
84
Credit Suisse
Zurich,
Switzerland
| – | -$513K | -51,443 | Closed |
|
|
QGA
85
Q Global Advisors
Fort Worth,
Texas
| – | -$441K | -44,200 | Closed |
|
|
LCS
86
Levin Capital Strategies
New York
| – | -$250K | -25,000 | Closed |
|
|
MA
87
MYDA Advisors
Woodmere,
New York
| – | -$211K | -21,181 | Closed |
|
88
HighTower Advisors
Chicago,
Illinois
| – | -$100K | -10,000 | Closed |
|
|
CM
89
Cohanzick Management
Pleasantville,
New York
| – | -$49.9K | -5,000 | Closed |
|
OPAL Hedge Fund Activity: Q1 2022 in Review
73 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in OPAL Fuels (OPAL) for Q1 2022, worth a combined $273M — up 2.6% from $266M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new OPAL positions and 16 closed out — a net gain of 2 holders — while 19 added to existing stakes and 9 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $10.6M. The largest seller was Aventail Capital Group, exiting entirely with an estimated $14.5M sold.
- 73 institutional investors held OPAL Fuels (OPAL) as of Q1 2022, up from 71 in Q4 2021.
- Funds reported $273M of OPAL Fuels stock for Q1 2022, up 2.6% quarter-over-quarter.
- 18 funds opened new OPAL Fuels positions in Q1 2022 and 16 closed out, a net change of +2 holders.
- The largest OPAL Fuels buyer in Q1 2022 was Citadel Advisors, an estimated $10.6M added.
- The largest OPAL Fuels seller in Q1 2022 was Aventail Capital Group, an estimated $14.5M sold.
Based on aggregated 13F filings for Q1 2022.