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Excelerate Energy

124 hedge funds and large institutions have $515M invested in Excelerate Energy in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more capital invested

Capital invested by funds: $430M → $515M (+$85.1M)

0.46% more ownership

Funds ownership: 92.95%93.4% (+0.46%)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

1% less funds holding

Funds holding: 125124 (-1)

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

40% less call options, than puts

Call options by funds: $546K | Put options by funds: $904K

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
42
Reduced
43
Closed
22
Calls
$546K
Puts
$904K
Net Calls
-$358K
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$63K -$1.26K -65 -2%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$61.3K
QL
103
Quarry LP
New York
$40.1K +$7.93K +409 +29%
AIP
104
Ameritas Investment Partners
Nebraska
$30.6K
CCM
105
Chilton Capital Management
Texas
$28.6K -$10.7K -550 -30%
SAM
106
Shell Asset Management
Netherlands
$25K +$22K +1,133 New
S
107
SignatureFD
Georgia
$24.3K +$39 +2 +0.2%
IA
108
IFP Advisors
Florida
$22K +$5.82K +300 +43%
Osaic Holdings
109
Osaic Holdings
Arizona
$20.2K +$1.07K +55 +6%
AB
110
Amalgamated Bank
New York
$14K
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$11.7K
GI
112
GAMMA Investing
California
$3.9K +$640 +33 +23%
Allspring Global Investments
113
Allspring Global Investments
North Carolina
$3.13K -$116K -6,005 -98%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.73K +89 +202%
ACM
115
Aster Capital Management
United Arab Emirates
$2.33K +$2.06K +106 New
SAM
116
Smartleaf Asset Management
Massachusetts
$2.25K
FHA
117
First Horizon Advisors
Tennessee
$1.3K -$1.78K -92 -61%
CPA
118
Capital Performance Advisors
California
$836 +$737 +38 New
EWA
119
EverSource Wealth Advisors
Alabama
$726
FFA
120
Farther Finance Advisors
California
$286 +$58 +3 +30%
CA
121
CoreCap Advisors
Michigan
$242 +$213 +11 New
RIL
122
Rothschild Investment LLC
Illinois
$220
HIA
123
Harbor Investment Advisory
Maryland
$1
NIM
124
NXG Investment Management
Texas
-$2.03M -110,000 Closed
BGIM
125
Brandywine Global Investment Management
Pennsylvania
-$1.68M -91,146 Closed

EE Hedge Fund Activity: Q3 2024 in Review

124 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Excelerate Energy (EE) for Q3 2024, worth a combined $515M — up 20% from $430M a quarter earlier.

Fund positioning in EE was balanced in Q3 2024: 22 funds opened new positions, 22 closed out, 42 added to existing stakes and 43 trimmed.

The largest buyer was Ranger Investment Management, adding an estimated $7.46M. The largest seller was American Century Companies, cutting an estimated $8.53M.

  • 124 institutional investors held Excelerate Energy (EE) as of Q3 2024, down from 125 in Q2 2024.
  • Funds reported $515M of Excelerate Energy stock for Q3 2024, up 20% quarter-over-quarter.
  • 22 funds opened new Excelerate Energy positions in Q3 2024 and 22 closed out, a net change of 0 holders.
  • The largest Excelerate Energy buyer in Q3 2024 was Ranger Investment Management, an estimated $7.46M added.
  • The largest Excelerate Energy seller in Q3 2024 was American Century Companies, an estimated $8.53M sold.

Based on aggregated 13F filings for Q3 2024.