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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
GKFF
1
George Kaiser Family Foundation
Oklahoma
$145M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$38.9M +$2.54M +148,109 +8%
BlackRock
3
BlackRock
New York
$26.2M -$101K -5,896 -0.4%
RIM
4
Ranger Investment Management
Texas
$25.3M -$310K -18,020 -1%
TCA
5
Tortoise Capital Advisors
Kansas
$15M +$1.29M +74,946 +10%
Millennium Management
6
Millennium Management
New York
$12.5M -$5.24M -305,096 -31%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$11.4M +$1.01M +58,628 +11%
N
8
Nuveen
North Carolina
$9.46M +$1.5M +87,431 +21%
American Century Companies
9
American Century Companies
Missouri
$8.67M -$11M -638,160 -58%
State Street
10
State Street
Massachusetts
$7.72M +$218K +12,713 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.4M +$127K +7,390 +2%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$7.14M +$2.9M +168,806 +77%
Goldman Sachs
13
Goldman Sachs
New York
$6.91M +$2.98M +173,708 +86%
SCM
14
SIR Capital Management
New York
$6.69M -$5.03M -292,682 -45%
DZ Bank
15
DZ Bank
Germany
$6.54M +$6.09M +354,467 New
Marshall Wace
16
Marshall Wace
United Kingdom
$6.24M +$1.28M +74,491 +28%
Morgan Stanley
17
Morgan Stanley
New York
$6.11M +$3.67M +213,726 +182%
Renaissance Technologies
18
Renaissance Technologies
New York
$4.6M +$314K +18,282 +8%
SI
19
Scout Investments
Missouri
$4.27M -$381K -22,154 -9%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$4.22M +$1.63M +94,646 +71%
TI
21
Trexquant Investment
Connecticut
$3.37M +$583K +33,962 +23%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$3.25M +$355K +20,661 +13%
Northern Trust
23
Northern Trust
Illinois
$2.9M -$84.1K -4,898 -3%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$2.89M +$101K +5,867 +4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.8M -$15.5K -903 -0.6%
1
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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.