HSBC Holdings
ZEO

HSBC Holdings’s Zeo Energy ZEO Stock Holding History

HSBC Holdings’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,005,731
Closed -$10.4M – 3104
2022
Q4 		$10.4M Buy
1,005,731
+100,731
+11% +$1.03M 0.01% 939
2022
Q3 		$9.2M Hold
905,000
– – 0.02% 915
2022
Q2 		$9.09M Buy
+905,000
New +$9.08M 0.01% 950

Other funds holding ZEO

WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
SOA
Sea Otter Advisors Miami, Florida $1.78M AUM 2.28% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

HSBC Holdings's ZEO Position: Q1 2023 in Review

HSBC Holdings sold out of Zeo Energy (ZEO) in Q1 2023, closing a stake of 1,005,731 shares — an estimated $10.4M sold.

HSBC Holdings first reported a position in ZEO in Q2 2022 and held it in 3 quarters. The position peaked at $10.4M in Q4 2022. 21 funds tracked by Wall St. Rank hold ZEO as of Q1 2023.

  • HSBC Holdings reported no remaining Zeo Energy position as of Q1 2023 after selling out during the quarter.
  • HSBC Holdings sold 1,005,731 Zeo Energy shares in Q1 2023, an estimated $10.4M.
  • HSBC Holdings first reported a position in Zeo Energy in Q2 2022 and held it in 3 quarters.
  • HSBC Holdings's Zeo Energy position peaked at $10.4M in Q4 2022.
  • 21 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2023.

Based on HSBC Holdings's 13F filing for Q1 2023, filed 15 May 2023.