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Excelerate Energy
EE

125 hedge funds and large institutions have $430M invested in Excelerate Energy in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

16% more capital invested

Capital invested by funds: $371M → $430M (+$59.1M)

9% more funds holding

Funds holding: 115 → 125 (+10)

4.73% more ownership

Funds ownership: 88.21% → 92.95% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

89% less call options, than puts

Call options by funds: $253K | Put options by funds: $2.36M

Holders
125
Holders Change
+10
Holders Change %
+8.7%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
48
Reduced
36
Closed
11
Calls
$253K
Puts
$2.36M
Net Calls
-$2.11M
Net Calls Change
-$209K

Top Buyers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
+$6.09M
2
Morgan Stanley
Morgan Stanley
New York
+$3.67M
3
Goldman Sachs
Goldman Sachs
New York
+$2.98M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$11M
2
Millennium Management
Millennium Management
New York
-$5.24M
3
SCM
SIR Capital Management
New York
-$5.03M
4
WHG
Westwood Holdings Group
Texas
-$3.86M
5
VanEck Associates
VanEck Associates
New York
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$2.75M +$559K +32,543 +28%
VFM
27
Viking Fund Management
North Dakota
$2.58M – – –
Charles Schwab
28
Charles Schwab
California
$2.58M -$41.9K -2,440 -2%
Ameriprise
29
Ameriprise
Minnesota
$2.46M -$171K -9,950 -7%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$2.36M -$159K -9,235 -7%
NIM
31
NXG Investment Management
Texas
$2.03M – – –
AG
32
Algert Global
California
$1.92M +$1.78M +103,840 New
Squarepoint
33
Squarepoint
New York
$1.85M -$650K -37,856 -27%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$1.68M +$1.57M +91,146 New
Citadel Advisors
35
Citadel Advisors
Florida
$1.66M +$1.01M +58,932 +190%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$1.63M -$270K -15,730 -15%
Invesco
37
Invesco
Georgia
$1.6M +$408K +23,729 +38%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$1.6M +$633K +36,836 +74%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$1.57M +$1.46M +85,081 New
Norges Bank
40
Norges Bank
Norway
$1.41M +$1.32M +76,700 New
Two Sigma Advisers
41
Two Sigma Advisers
New York
$1.17M +$845K +49,200 +346%
Prudential Financial
42
Prudential Financial
New Jersey
$1.14M -$2.09M -121,600 -66%
SFI
43
Susquehanna Fundamental Investments
Pennsylvania
$1.07M +$49.8K +2,900 +5%
Pacer Advisors
44
Pacer Advisors
Pennsylvania
$1.06M -$65.2K -3,794 -6%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$1.02M +$588K +34,228 +160%
Bank of America
46
Bank of America
North Carolina
$954K +$16.8K +978 +2%
Adage Capital Partners
47
Adage Capital Partners
Massachusetts
$922K -$2.15M -125,000 -71%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$733K +$264K +15,375 +63%
Teacher Retirement System of Texas
49
Teacher Retirement System of Texas
Texas
$731K -$9.59K -558 -1%
JP Morgan Chase
50
JP Morgan Chase
New York
$687K +$30.9K +1,797 +5%
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EE Hedge Fund Activity: Q2 2024 in Review

125 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Excelerate Energy (EE) for Q2 2024, worth a combined $430M — up 16% from $371M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EE positions and 11 closed out — a net gain of 13 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was DZ Bank, opening a new position worth an estimated $6.09M. The largest seller was American Century Companies, cutting an estimated $11M.

  • 125 institutional investors held Excelerate Energy (EE) as of Q2 2024, up from 115 in Q1 2024.
  • Funds reported $430M of Excelerate Energy stock for Q2 2024, up 16% quarter-over-quarter.
  • 24 funds opened new Excelerate Energy positions in Q2 2024 and 11 closed out, a net change of +13 holders.
  • The largest Excelerate Energy buyer in Q2 2024 was DZ Bank, an estimated $6.09M added.
  • The largest Excelerate Energy seller in Q2 2024 was American Century Companies, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2024.