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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
GKFF
1
George Kaiser Family Foundation
Oklahoma
$121M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$30.3M +$334K +20,779 +1%
RIM
3
Ranger Investment Management
Texas
$24.9M +$126K +7,815 +0.5%
BlackRock
4
BlackRock
New York
$21.6M +$625K +38,892 +3%
American Century Companies
5
American Century Companies
Missouri
$17.2M +$218K +13,568 +1%
Millennium Management
6
Millennium Management
New York
$11.6M +$4.82M +299,883 +66%
TCA
7
Tortoise Capital Advisors
Kansas
$11.5M -$204K -12,709 -2%
SCM
8
SIR Capital Management
New York
$9.96M +$2.61M +162,300 +34%
N
9
Nuveen
North Carolina
$9.61M +$2.29M +142,409 +30%
VanEck Associates
10
VanEck Associates
New York
$7.55M -$327K -20,364 -4%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$7.2M +$1.65M +102,822 +28%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$6M +$444K +27,632 +8%
Morgan Stanley
13
Morgan Stanley
New York
$5.98M +$4.3M +267,147 +223%
State Street
14
State Street
Massachusetts
$5.97M +$431K +26,782 +7%
Marshall Wace
15
Marshall Wace
United Kingdom
$5.29M +$4.02M +250,080 +271%
NIM
16
NXG Investment Management
Texas
$4.48M – – –
SI
17
Scout Investments
Missouri
$3.88M +$269K +16,697 +7%
WHG
18
Westwood Holdings Group
Texas
$3.76M -$431K -26,799 -10%
CC
19
Covalis Capital
United Kingdom
$3.3M -$908K -56,440 -21%
Renaissance Technologies
20
Renaissance Technologies
New York
$3.28M +$1.11M +68,764 +48%
EA
21
Emerald Advisers
Pennsylvania
$3.06M -$7.5M -466,146 -70%
Northern Trust
22
Northern Trust
Illinois
$2.53M +$21.8K +1,357 +0.8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.5M +$534K +33,220 +26%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$2.46M -$1.27M -79,141 -33%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$2.41M -$242K -15,030 -9%
1
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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.