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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
13
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.01M
2
ECA
Encompass Capital Advisors
New York
+$6.56M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.8M
4
YCM
Yaupon Capital Management
New York
+$1.67M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
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
Jane Street
New York
-$87.9K
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$46.6K
5
JRCM
Jones Road Capital Management
New York
-$38K
Name Holding Trade Value Shares
Change 		Change in
Stake
AM
1
Ares Management
California
$22.8M – – –
ECA
2
Encompass Capital Advisors
New York
$20.4M +$6.56M +943,941 +53%
ZP
3
Zimmer Partners
New York
$13.5M -$475K -68,307 -4%
ECP
4
Electron Capital Partners
New York
$13.4M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.8M +$1.8M +259,714 +25%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$9.51M +$7.01M +1,008,642 +383%
YCM
7
Yaupon Capital Management
New York
$5.08M +$1.67M +240,278 +55%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$3.41M -$46.6K -6,700 -1%
YSP
9
Yarra Square Partners
New York
$1.97M +$262K +37,664 +17%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$1.78M +$1.65M +237,887 +166,355%
HHAM
11
HITE Hedge Asset Management
Massachusetts
$1.42M +$1.32M +189,761 New
First Trust Advisors
12
First Trust Advisors
Illinois
$1.16M +$218K +31,303 +25%
CCM
13
CAAS Capital Management
New York
$691K +$643K +92,580 New
JP Morgan Chase
14
JP Morgan Chase
New York
$665K +$43.1K +6,196 +7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$555K +$146K +21,048 +39%
BC
16
Brahman Capital
New York
$555K -$1.52M -218,451 -75%
UBS Group
17
UBS Group
Switzerland
$477K +$20.8K +3,000 +5%
AAP
18
Ardsley Advisory Partners
Connecticut
$421K – – –
IAM
19
Iridian Asset Management
Connecticut
$365K +$340K +48,976 New
Walleye Capital
20
Walleye Capital
New York
$304K -$23.1K -3,329 -8%
GIM
21
Guild Investment Management
California
$269K – – –
Alyeska Investment Group
22
Alyeska Investment Group
Illinois
$261K – – –
AAM
23
Advisors Asset Management
Colorado
$252K +$226K +32,464 +2,463%
BFM
24
Boothbay Fund Management
New York
$228K – – –
KC
25
Kepos Capital
New York
$178K +$166K +23,900 New
1
2

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.