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ZEO

Zeo Energy
ZEO

61 hedge funds and large institutions have $260M invested in Zeo Energy in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

11% more funds holding

Funds holding: 55 → 61 (+6)

8% more capital invested

Capital invested by funds: $240M → $260M (+$20.1M)

6.18% more ownership

Funds ownership: 87.07% → 93.25% (+6.2%)

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
6
Closed
3
Calls
$203K
Puts
–
Net Calls
+$203K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
HIM
HGC Investment Management
Ontario, Canada
+$6.06M
2
SCM
Shaolin Capital Management
Florida
+$5.89M
3
WAM
Weiss Asset Management
Massachusetts
+$4.04M
4
GCL
Glazer Capital LLC
New York
+$3.44M
5
MSU
Mizuho Securities USA
New York
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$7.06M
2
TAM
TFG Asset Management
Cayman Islands
-$5.05M
3
PC
Periscope Capital
Ontario, Canada
-$3.24M
4
WAM
Wolverine Asset Management
Illinois
-$710K
5
UOC
UBS O'Connor
Illinois
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
MI
26
MMCAP International
Cayman Islands
$4.05M – – –
PMAM
27
Picton Mahoney Asset Management
Ontario, Canada
$3.55M – – –
Citigroup
28
Citigroup
New York
$3.53M +$1.72M +170,500 +96%
SV
29
Starboard Value
New York
$3.46M – – –
FTCM
30
Fir Tree Capital Management
New York
$3.04M – – –
MSU
31
Mizuho Securities USA
New York
$2.78M +$2.78M +275,100 New
Hudson Bay Capital Management
32
Hudson Bay Capital Management
Connecticut
$2.54M – – –
MCM
33
Moore Capital Management
New York
$2.54M – – –
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$2.54M – – –
Goldman Sachs
35
Goldman Sachs
New York
$2.23M -$7.06M -699,780 -76%
MF
36
Magnetar Financial
Illinois
$2.17M +$2.15M +213,300 New
CCM
37
Context Capital Management
California
$2.03M – – –
GCM
38
Ghisallo Capital Management
Massachusetts
$2.03M – – –
WRBC
39
W.R. Berkley Corp
Connecticut
$1.79M – – –
FTCM
40
First Trust Capital Management
Illinois
$1.78M +$50 +5 +0%
ACM
41
Atalaya Capital Management
New York
$1.78M +$1.77M +175,000 New
Calamos Advisors
42
Calamos Advisors
Illinois
$1.77M +$1.77M +175,000 New
CC
43
Centiva Capital
New York
$1.72M +$1.7M +168,912 New
SFM
44
Spartan Fund Management
Canada
$1.52M +$1.51M +150,000 New
Nomura Holdings
45
Nomura Holdings
Japan
$1.01M – – –
WA
46
Whitebox Advisors
Minnesota
$1.01M – – –
OCM
47
Oaktree Capital Management
California
$761K – – –
PCM
48
Prelude Capital Management
New York
$608K – – –
SAMU
49
SONA Asset Management (US)
New York
$608K – – –
LCM
50
Landscape Capital Management
New Jersey
$518K – – –
1
2
3

ZEO Hedge Fund Activity: Q3 2022 in Review

61 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q3 2022, worth a combined $260M — up 8.4% from $240M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ZEO positions and 3 closed out — a net gain of 6 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was HGC Investment Management, opening a new position worth an estimated $6.06M. The largest seller was Goldman Sachs, cutting an estimated $7.06M.

  • 61 institutional investors held Zeo Energy (ZEO) as of Q3 2022, up from 55 in Q2 2022.
  • Funds reported $260M of Zeo Energy stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 9 funds opened new Zeo Energy positions in Q3 2022 and 3 closed out, a net change of +6 holders.
  • The largest Zeo Energy buyer in Q3 2022 was HGC Investment Management, an estimated $6.06M added.
  • The largest Zeo Energy seller in Q3 2022 was Goldman Sachs, an estimated $7.06M sold.

Based on aggregated 13F filings for Q3 2022.