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Excelerate Energy
EE

117 hedge funds and large institutions have $368M invested in Excelerate Energy in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 26

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

4% more funds holding

Funds holding: 112 → 117 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.41% less ownership

Funds ownership: 91% → 90.59% (-0.41%)

10% less capital invested

Capital invested by funds: $407M → $368M (-$39.1M)

76% less call options, than puts

Call options by funds: $576K | Put options by funds: $2.36M

Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
49
Reduced
26
Closed
16
Calls
$576K
Puts
$2.36M
Net Calls
-$1.78M
Net Calls Change
-$1.21M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$4.82M
2
Morgan Stanley
Morgan Stanley
New York
+$4.3M
3
Marshall Wace
Marshall Wace
United Kingdom
+$4.02M
4
SCM
SIR Capital Management
New York
+$2.61M
5
N
Nuveen
North Carolina
+$2.29M

Top Sellers

Rank Fund Capital Flow
1
LP
LMR Partners
United Kingdom
-$7.67M
2
EA
Emerald Advisers
Pennsylvania
-$7.5M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$5.55M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$4.91M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$2.15M +$1.67M +103,632 +291%
Charles Schwab
27
Charles Schwab
California
$2.08M -$75.3K -4,681 -3%
Ameriprise
28
Ameriprise
Minnesota
$2.02M +$165K +10,238 +9%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.71M +$1.78M +110,502 New
Prudential Financial
30
Prudential Financial
New Jersey
$1.64M +$1.17M +72,700 +217%
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$1.62M – – –
VFM
32
Viking Fund Management
North Dakota
$1.55M +$322K +20,000 +25%
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.44M -$5.55M -344,904 -79%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$1.42M +$590K +36,663 +66%
ORI
35
Oak Ridge Investments
Illinois
$1.32M -$283K -17,606 -17%
Squarepoint
36
Squarepoint
New York
$1.2M -$550K -34,184 -31%
Adage Capital Partners
37
Adage Capital Partners
Massachusetts
$1.16M -$3.82M -237,500 -76%
TI
38
Trexquant Investment
Connecticut
$1.15M +$1.2M +74,587 New
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$1.06M +$1.1M +68,418 New
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$969K +$1.01M +62,661 New
JP Morgan Chase
41
JP Morgan Chase
New York
$861K +$318K +19,783 +55%
Jane Street
42
Jane Street
New York
$844K +$470K +29,246 +115%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$766K +$202K +12,574 +34%
DTL
44
Dynamic Technology Lab
Singapore
$759K +$790K +49,121 New
Pacer Advisors
45
Pacer Advisors
Pennsylvania
$751K +$111K +6,890 +17%
Citadel Advisors
46
Citadel Advisors
Florida
$691K +$460K +28,589 +177%
EGM
47
Engineers Gate Manager
New York
$581K +$130K +8,066 +27%
Swiss National Bank
48
Swiss National Bank
Switzerland
$560K -$67.5K -4,200 -10%
SO
49
STRS Ohio
Ohio
$528K +$67.5K +4,200 +14%
PCM
50
Prelude Capital Management
New York
$524K +$545K +33,893 New
1
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3 4 5

EE Hedge Fund Activity: Q4 2023 in Review

117 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Excelerate Energy (EE) for Q4 2023, worth a combined $368M — down 9.6% from $407M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EE positions and 16 closed out — a net gain of 6 holders — while 49 added to existing stakes and 26 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.82M. The largest seller was LMR Partners, exiting entirely with an estimated $7.67M sold.

  • 117 institutional investors held Excelerate Energy (EE) as of Q4 2023, up from 112 in Q3 2023.
  • Funds reported $368M of Excelerate Energy stock for Q4 2023, down 9.6% quarter-over-quarter.
  • 22 funds opened new Excelerate Energy positions in Q4 2023 and 16 closed out, a net change of +6 holders.
  • The largest Excelerate Energy buyer in Q4 2023 was Millennium Management, an estimated $4.82M added.
  • The largest Excelerate Energy seller in Q4 2023 was LMR Partners, an estimated $7.67M sold.

Based on aggregated 13F filings for Q4 2023.