(HedgeTracker.com) The Top Energy Hedge Funds list has been released, revealing that the largest hedge fund investors in Energy companies manage more than $100.8 billion in energy assets. This quarter’s list is led by D.E. Shaw & Co which reported $7.9B in energy assets, representing 15% of its equity assets under management. 13 of the hedge funds on this quarter’s list devoted more than 75% of their equity assets to Energy, including Arosa Capital Management LP (#35, 98% of assets invested in Energy) and Caymus Capital Partners (#50, 98%).
NYC-based Arosa Capital Management was founded in 2013 and is also among the top ranked Emerging Hedge Fund Managers. Arosa Capital’s top three holdings Baker Hughes ($57M, ticker: BHI), FMC Technologies ($57M, FTI) and EOG Resources ($52M, EOG) comprise 26% of its equity assets.
