LongORSTED.COJun 2026
Orsted AS
Ariel bought Orsted after operational setbacks, project delays and policy uncertainty drove a large valuation reset. Several major projects are now advanced, while management has…
ORSTED.CO
Which hedge funds are long ORSTED.CO?
3 published ideas on Orsted AS across 2 funds — 3 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Orsted AS: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongORSTED.COJun 2026
Ørsted A/S
Ariel added Ørsted after a long period of cost overruns, project delays and policy uncertainty had damaged confidence and valuation. The fund sees improving fundamentals as major…
LongORSTED.COJun 2026
Orsted AS
Ariel bought Orsted after operational setbacks, project delays and policy uncertainty drove a large valuation reset. Several major projects are now advanced, while management has…