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ZEO

Zeo Energy
ZEO

50 hedge funds and large institutions have $230M invested in Zeo Energy in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

51% more capital invested

Capital invested by funds: $153M → $230M (+$77.2M)

47% more funds holding

Funds holding: 34 → 50 (+16)

31.56% more ownership

Funds ownership: 64.14% → 95.7% (+32%)

Holders
50
Holders Change
+16
Holders Change %
+47.06%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
11
Reduced
2
Closed
4
Calls
$200K
Puts
–
Net Calls
+$200K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
Verition Fund Management
Verition Fund Management
Connecticut
+$8.56M
2
PC
Periscope Capital
Ontario, Canada
+$7.46M
3
Millennium Management
Millennium Management
New York
+$5.55M
4
GL
Governors Lane
New York
+$5.48M
5
Barclays
Barclays
United Kingdom
+$5.44M

Top Sellers

Rank Fund Capital Flow
1
UOC
UBS O'Connor
Illinois
-$5.12M
2
HCM
Highbridge Capital Management
New York
-$3.5M
3
SAMU
SONA Asset Management (US)
New York
-$595K
4
FLC
Fifth Lane Capital
Texas
-$496K
5
SV
Starboard Value
New York
-$471K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
Shaolin Capital Management
Florida
$3.75M +$3.73M +375,000 New
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$3.6M +$2.42M +243,116 +208%
PMAM
28
Picton Mahoney Asset Management
Ontario, Canada
$3.5M +$3.48M +350,000 New
SV
29
Starboard Value
New York
$3.42M -$471K -47,261 -12%
FTCM
30
Fir Tree Capital Management
New York
$3M – – –
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$2.5M – – –
Hudson Bay Capital Management
32
Hudson Bay Capital Management
Connecticut
$2.5M – – –
MCM
33
Moore Capital Management
New York
$2.5M +$2.49M +250,000 New
Citigroup
34
Citigroup
New York
$1.77M +$1.76M +176,916 New
WRBC
35
W.R. Berkley Corp
Connecticut
$1.77M – – –
ACA
36
Arena Capital Advisors
California
$1.37M +$1.37M +137,122 New
WA
37
Whitebox Advisors
Minnesota
$1M – – –
Nomura Holdings
38
Nomura Holdings
Japan
$999K +$996K +100,000 New
PCM
39
Prelude Capital Management
New York
$850K +$845K +84,901 New
OCM
40
Oaktree Capital Management
California
$750K – – –
CSS
41
Cubist Systematic Strategies
Connecticut
$553K +$388K +38,949 +239%
LCM
42
Landscape Capital Management
New Jersey
$511K +$509K +51,098 New
DCM
43
Dupont Capital Management
Delaware
$501K – – –
HF
44
HRT Financial
New York
$497K +$495K +49,691 New
PP
45
Paloma Partners
Connecticut
$400K – – –
SSA
46
Schonfeld Strategic Advisors
New York
$250K +$248K +24,942 New
State Street
47
State Street
Massachusetts
$103K +$102K +10,243 New
AA
48
Ancora Advisors
Ohio
$101K +$101K +10,100 New
USPCM
49
Union Square Park Capital Management
New York
$100K – – –
DFCM
50
Dark Forest Capital Management
Puerto Rico
$78K +$57.7K +5,800 +290%
1
2
3

ZEO Hedge Fund Activity: Q1 2022 in Review

50 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q1 2022, worth a combined $230M — up 51% from $153M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ZEO positions and 4 closed out — a net gain of 16 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was Verition Fund Management, opening a new position worth an estimated $8.56M. The largest seller was UBS O'Connor, exiting entirely with an estimated $5.12M sold.

  • 50 institutional investors held Zeo Energy (ZEO) as of Q1 2022, up from 34 in Q4 2021.
  • Funds reported $230M of Zeo Energy stock for Q1 2022, up 51% quarter-over-quarter.
  • 20 funds opened new Zeo Energy positions in Q1 2022 and 4 closed out, a net change of +16 holders.
  • The largest Zeo Energy buyer in Q1 2022 was Verition Fund Management, an estimated $8.56M added.
  • The largest Zeo Energy seller in Q1 2022 was UBS O'Connor, an estimated $5.12M sold.

Based on aggregated 13F filings for Q1 2022.