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Excelerate Energy
EE

109 hedge funds and large institutions have $491M invested in Excelerate Energy in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.52% less ownership

Funds ownership: 92.44% → 91.92% (-0.52%)

1% less funds holding

Funds holding: 110 → 109 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

9% less capital invested

Capital invested by funds: $537M → $491M (-$46.6M)

24% less call options, than puts

Call options by funds: $704K | Put options by funds: $922K

42% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 48

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
48
Closed
15
Calls
$704K
Puts
$922K
Net Calls
-$218K
Net Calls Change
-$1.23M

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$5.48M
2
CC
Covalis Capital
United Kingdom
+$5.32M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$2.3M
4
GCM
GeoSphere Capital Management
Florida
+$2.09M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$5.22M
2
SCM
SIR Capital Management
New York
-$4.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.61M
4
LP
LMR Partners
United Kingdom
-$2.09M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$3.2M +$7.66K +367 +0.2%
Morgan Stanley
27
Morgan Stanley
New York
$2.9M -$490K -23,478 -14%
Charles Schwab
28
Charles Schwab
California
$2.66M -$7.06K -338 -0.3%
Ameriprise
29
Ameriprise
Minnesota
$2.61M -$10.7K -510 -0.4%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$2.55M -$157K -7,518 -6%
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$2.24M +$2.3M +110,123 New
ORI
32
Oak Ridge Investments
Illinois
$2.12M -$97.2K -4,653 -4%
Squarepoint
33
Squarepoint
New York
$2.08M +$17.9K +858 +0.8%
GCM
34
GeoSphere Capital Management
Florida
$2.03M +$2.09M +100,000 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.63M +$1.23M +59,103 +281%
VFM
36
Viking Fund Management
North Dakota
$1.63M – – –
1CM
37
1492 Capital Management
Wisconsin
$1.62M -$1.84K -88 -0.1%
Renaissance Technologies
38
Renaissance Technologies
New York
$1.41M -$104K -5,000 -7%
Goldman Sachs
39
Goldman Sachs
New York
$929K -$1.4M -67,062 -59%
Swiss National Bank
40
Swiss National Bank
Switzerland
$805K – – –
CS
41
Credit Suisse
Switzerland
$805K +$523K +25,062 +173%
Pacer Advisors
42
Pacer Advisors
Pennsylvania
$803K -$95.1K -4,556 -10%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$797K -$696K -33,307 -46%
JP Morgan Chase
44
JP Morgan Chase
New York
$749K +$137K +6,556 +22%
APG
45
Abacus Planning Group
South Carolina
$640K – – –
LPL Financial
46
LPL Financial
California
$639K -$33.2K -1,588 -5%
EGM
47
Engineers Gate Manager
New York
$637K -$500K -23,956 -43%
AllianceBernstein
48
AllianceBernstein
Tennessee
$611K -$626 -30 -0.1%
CB
49
Cadence Bank
Mississippi
$610K – – –
SO
50
STRS Ohio
Ohio
$583K +$29.2K +1,400 +5%
1
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EE Hedge Fund Activity: Q2 2023 in Review

109 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Excelerate Energy (EE) for Q2 2023, worth a combined $491M — down 8.7% from $537M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EE and 14 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 28 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $5.48M. The largest seller was Norges Bank, cutting an estimated $5.22M.

  • 109 institutional investors held Excelerate Energy (EE) as of Q2 2023, down from 110 in Q1 2023.
  • Funds reported $491M of Excelerate Energy stock for Q2 2023, down 8.7% quarter-over-quarter.
  • 14 funds opened new Excelerate Energy positions in Q2 2023 and 15 closed out, a net change of -1 holder.
  • The largest Excelerate Energy buyer in Q2 2023 was Adage Capital Partners, an estimated $5.48M added.
  • The largest Excelerate Energy seller in Q2 2023 was Norges Bank, an estimated $5.22M sold.

Based on aggregated 13F filings for Q2 2023.