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ZEO

Zeo Energy
ZEO

57 hedge funds and large institutions have $266M invested in Zeo Energy in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

2% more capital invested

Capital invested by funds: $260M → $266M (+$5.68M)

0.09% less ownership

Funds ownership: 93.25% → 93.16% (-0.09%)

7% less funds holding

Funds holding: 61 → 57 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
9
Closed
8
Calls
$207K
Puts
–
Net Calls
+$207K
Net Calls Change
+$4K

Top Buyers

Rank Fund Capital Flow
1
FTCM
First Trust Capital Management
Illinois
+$15.4M
2
WCMNY
Westchester Capital Management (New York)
New York
+$7.07M
3
GCL
Glazer Capital LLC
New York
+$3.1M
4
LP
LMR Partners
United Kingdom
+$3.08M
5
WAM
Wolverine Asset Management
Illinois
+$2.49M

Top Sellers

Rank Fund Capital Flow
1
HCM
Highbridge Capital Management
New York
-$10.2M
2
Millennium Management
Millennium Management
New York
-$7.08M
3
UOC
UBS O'Connor
Illinois
-$4.84M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$4.72M
5
MF
Magnetar Financial
Illinois
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
MI
26
MMCAP International
Cayman Islands
$4.14M – – –
PMAM
27
Picton Mahoney Asset Management
Ontario, Canada
$3.62M – – –
SV
28
Starboard Value
New York
$3.53M – – –
LP
29
LMR Partners
United Kingdom
$3.1M +$3.08M +300,000 New
Citigroup
30
Citigroup
New York
$2.93M -$661K -64,523 -19%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$2.58M – – –
Hudson Bay Capital Management
32
Hudson Bay Capital Management
Connecticut
$2.58M – – –
MCM
33
Moore Capital Management
New York
$2.58M – – –
Goldman Sachs
34
Goldman Sachs
New York
$2.27M – – –
CCM
35
Context Capital Management
California
$2.07M – – –
WRBC
36
W.R. Berkley Corp
Connecticut
$1.83M – – –
Calamos Advisors
37
Calamos Advisors
Illinois
$1.81M – – –
CC
38
Centiva Capital
New York
$1.75M – – –
FTCM
39
Fir Tree Capital Management
New York
$1.61M -$1.47M -143,800 -48%
Nomura Holdings
40
Nomura Holdings
Japan
$1.03M – – –
WA
41
Whitebox Advisors
Minnesota
$1.03M – – –
AMC
42
Atlas Merchant Capital
New York
$1.03M +$1.03M +100,000 New
SSA
43
Schonfeld Strategic Advisors
New York
$888K +$615K +60,000 +231%
OCM
44
Oaktree Capital Management
California
$776K – – –
MSU
45
Mizuho Securities USA
New York
$732K -$2.09M -204,100 -74%
PCM
46
Prelude Capital Management
New York
$620K – – –
SAMU
47
SONA Asset Management (US)
New York
$620K – – –
LCM
48
Landscape Capital Management
New Jersey
$539K +$10.3K +1,003 +2%
DCM
49
Dupont Capital Management
Delaware
$517K – – –
PP
50
Paloma Partners
Connecticut
$414K – – –
1
2
3

ZEO Hedge Fund Activity: Q4 2022 in Review

57 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q4 2022, worth a combined $266M — up 2.2% from $260M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ZEO and 4 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 12 added.

The largest buyer was First Trust Capital Management, adding an estimated $15.4M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $10.2M sold.

  • 57 institutional investors held Zeo Energy (ZEO) as of Q4 2022, down from 61 in Q3 2022.
  • Funds reported $266M of Zeo Energy stock for Q4 2022, up 2.2% quarter-over-quarter.
  • 4 funds opened new Zeo Energy positions in Q4 2022 and 8 closed out, a net change of -4 holders.
  • The largest Zeo Energy buyer in Q4 2022 was First Trust Capital Management, an estimated $15.4M added.
  • The largest Zeo Energy seller in Q4 2022 was Highbridge Capital Management, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2022.