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ZEO

Zeo Energy
ZEO

55 hedge funds and large institutions have $240M invested in Zeo Energy in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

10% more funds holding

Funds holding: 50 → 55 (+5)

4% more capital invested

Capital invested by funds: $230M → $240M (+$10.2M)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

8.63% less ownership

Funds ownership: 95.7% → 87.07% (-8.6%)

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
10
Reduced
11
Closed
6
Calls
$201K
Puts
–
Net Calls
+$201K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$9.08M
2
Millennium Management
Millennium Management
New York
+$5.83M
3
UOC
UBS O'Connor
Illinois
+$5.27M
4
Goldman Sachs
Goldman Sachs
New York
+$4.01M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
+$3.97M

Top Sellers

Rank Fund Capital Flow
1
WAM
Weiss Asset Management
Massachusetts
-$9.08M
2
BCM
Beryl Capital Management
California
-$7.03M
3
TAM
TFG Asset Management
Cayman Islands
-$5.02M
4
DKCM
Davidson Kempner Capital Management
New York
-$3.99M
5
CCM
Context Capital Management
California
-$3.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCL
26
Glazer Capital LLC
New York
$3.91M +$3.9M +389,230 New
PMAM
27
Picton Mahoney Asset Management
Ontario, Canada
$3.51M – – –
SV
28
Starboard Value
New York
$3.43M – – –
FTCM
29
Fir Tree Capital Management
New York
$3.01M -$6.02K -600 -0.2%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$2.51M – – –
Hudson Bay Capital Management
31
Hudson Bay Capital Management
Connecticut
$2.51M – – –
MCM
32
Moore Capital Management
New York
$2.51M – – –
WAM
33
Weiss Asset Management
Massachusetts
$2.21M -$9.08M -905,000 -80%
GCM
34
Ghisallo Capital Management
Massachusetts
$2.01M +$2.01M +200,000 New
CCM
35
Context Capital Management
California
$2.01M -$3.01M -300,000 -60%
Citigroup
36
Citigroup
New York
$1.78M – – –
WRBC
37
W.R. Berkley Corp
Connecticut
$1.77M – – –
FTCM
38
First Trust Capital Management
Illinois
$1.77M +$1.77M +176,000 New
Nomura Holdings
39
Nomura Holdings
Japan
$1M – – –
WA
40
Whitebox Advisors
Minnesota
$1M – – –
OCM
41
Oaktree Capital Management
California
$753K – – –
PCM
42
Prelude Capital Management
New York
$602K -$250K -24,901 -29%
SAMU
43
SONA Asset Management (US)
New York
$602K +$602K +60,000 New
LCM
44
Landscape Capital Management
New Jersey
$513K – – –
DCM
45
Dupont Capital Management
Delaware
$503K – – –
HF
46
HRT Financial
New York
$478K -$21.3K -2,121 -4%
PP
47
Paloma Partners
Connecticut
$402K – – –
SSA
48
Schonfeld Strategic Advisors
New York
$258K +$8.07K +804 +3%
Geode Capital Management
49
Geode Capital Management
Massachusetts
$191K +$191K +19,076 New
ACA
50
Arena Capital Advisors
California
$120K -$1.26M -125,168 -91%
1
2
3

ZEO Hedge Fund Activity: Q2 2022 in Review

55 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q2 2022, worth a combined $240M — up 4.5% from $230M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ZEO positions and 6 closed out — a net gain of 5 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was HSBC Holdings, opening a new position worth an estimated $9.08M. The largest seller was Weiss Asset Management, cutting an estimated $9.08M.

  • 55 institutional investors held Zeo Energy (ZEO) as of Q2 2022, up from 50 in Q1 2022.
  • Funds reported $240M of Zeo Energy stock for Q2 2022, up 4.5% quarter-over-quarter.
  • 11 funds opened new Zeo Energy positions in Q2 2022 and 6 closed out, a net change of +5 holders.
  • The largest Zeo Energy buyer in Q2 2022 was HSBC Holdings, an estimated $9.08M added.
  • The largest Zeo Energy seller in Q2 2022 was Weiss Asset Management, an estimated $9.08M sold.

Based on aggregated 13F filings for Q2 2022.