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Excelerate Energy
EE

110 hedge funds and large institutions have $537M invested in Excelerate Energy in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $413K

0.89% more ownership

Funds ownership: 91.55% → 92.44% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

8% less funds holding

Funds holding: 120 → 110 (-10)

11% less capital invested

Capital invested by funds: $603M → $537M (-$65.7M)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
110
Holders Change
-10
Holders Change %
-8.33%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
37
Reduced
39
Closed
25
Calls
$1.43M
Puts
$413K
Net Calls
+$1.01M
Net Calls Change
+$550K

Top Buyers

Rank Fund Capital Flow
1
RIM
Ranger Investment Management
Texas
+$11.4M
2
SCM
SIR Capital Management
New York
+$9.22M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$6.76M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$5.68M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.62M

Top Sellers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
-$12.5M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$9.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.53M
4
ACG
Aventail Capital Group
New York
-$2.95M
5
Goldman Sachs
Goldman Sachs
New York
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.94M -$154K -6,912 -5%
Charles Schwab
27
Charles Schwab
California
$2.9M +$15.3K +689 +0.5%
Ameriprise
28
Ameriprise
Minnesota
$2.85M -$25.6K -1,152 -0.9%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$2.61M +$2.62M +118,021 New
Goldman Sachs
30
Goldman Sachs
New York
$2.5M -$2.32M -104,426 -48%
ORI
31
Oak Ridge Investments
Illinois
$2.41M -$39K -1,753 -2%
Squarepoint
32
Squarepoint
New York
$2.25M -$160K -7,209 -7%
VFM
33
Viking Fund Management
North Dakota
$1.77M – – –
1CM
34
1492 Capital Management
Wisconsin
$1.77M +$611K +27,488 +53%
Renaissance Technologies
35
Renaissance Technologies
New York
$1.64M -$2.3M -103,500 -58%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.6M +$328K +14,742 +26%
EGM
37
Engineers Gate Manager
New York
$1.22M +$962K +43,297 +361%
Pacer Advisors
38
Pacer Advisors
Pennsylvania
$975K +$301K +13,534 +44%
Capstone Investment Advisors
39
Capstone Investment Advisors
New York
$956K +$959K +43,167 New
Swiss National Bank
40
Swiss National Bank
Switzerland
$877K -$107K -4,800 -11%
CIP
41
Chartwell Investment Partners
Pennsylvania
$760K -$508K -22,862 -40%
PAM
42
Panagora Asset Management
Massachusetts
$746K +$275K +12,359 +58%
EI
43
Ethic Inc
New York
$735K -$11.2K -502 -1%
LPL Financial
44
LPL Financial
California
$731K -$12.1K -544 -2%
Bank of America
45
Bank of America
North Carolina
$725K +$13.5K +607 +2%
APG
46
Abacus Planning Group
South Carolina
$697K – – –
MICM
47
Matthews International Capital Management
California
$672K +$199K +8,972 +42%
JP Morgan Chase
48
JP Morgan Chase
New York
$671K +$25.2K +1,135 +4%
AllianceBernstein
49
AllianceBernstein
Tennessee
$666K +$46.7K +2,100 +8%
CB
50
Cadence Bank
Mississippi
$664K – – –
1
2
3 4 5

EE Hedge Fund Activity: Q1 2023 in Review

110 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Excelerate Energy (EE) for Q1 2023, worth a combined $537M — down 11% from $603M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EE and 16 opened new positions — a net loss of 9 holders — while 39 trimmed existing stakes and 37 added.

The largest buyer was Ranger Investment Management, adding an estimated $11.4M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $12.5M sold.

  • 110 institutional investors held Excelerate Energy (EE) as of Q1 2023, down from 120 in Q4 2022.
  • Funds reported $537M of Excelerate Energy stock for Q1 2023, down 11% quarter-over-quarter.
  • 16 funds opened new Excelerate Energy positions in Q1 2023 and 25 closed out, a net change of -9 holders.
  • The largest Excelerate Energy buyer in Q1 2023 was Ranger Investment Management, an estimated $11.4M added.
  • The largest Excelerate Energy seller in Q1 2023 was Driehaus Capital Management, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2023.