Zeo Energy
27 hedge funds and large institutions have $30.5M invested in Zeo Energy in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
35% more funds holding
Funds holding: 20 → 27 (+7)
9% more capital invested
Capital invested by funds: $27.9M → $30.5M (+$2.58M)
5.73% more ownership
Funds ownership: 88.56% → 94.3% (+5.7%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shaolin Capital Management
Miami,
Florida
|
+$2.76M |
| 2 |
MC
Meteora Capital
Boca Raton,
Florida
|
+$1.43M |
| 3 |
RCM
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
|
+$562K |
| 4 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
+$420K |
| 5 |
QL
Quarry LP
New York
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTCM
Fir Tree Capital Management
New York
|
-$1.95M |
| 2 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$1.53M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$514K |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$29.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
26
Clear Street
New York
| $19.3K | +$19.1K | +1,732 | New |
|
27
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $33 | – | – | – |
|
ZEO Hedge Fund Activity: Q3 2023 in Review
27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q3 2023, worth a combined $30.5M — up 9.2% from $27.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ZEO positions and 0 closed out — a net gain of 7 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Shaolin Capital Management, opening a new position worth an estimated $2.76M. The largest seller was Fir Tree Capital Management, cutting an estimated $1.95M.
- 27 institutional investors held Zeo Energy (ZEO) as of Q3 2023, up from 20 in Q2 2023.
- Funds reported $30.5M of Zeo Energy stock for Q3 2023, up 9.2% quarter-over-quarter.
- 7 funds opened new Zeo Energy positions in Q3 2023 and 0 closed out, a net change of +7 holders.
- The largest Zeo Energy buyer in Q3 2023 was Shaolin Capital Management, an estimated $2.76M added.
- The largest Zeo Energy seller in Q3 2023 was Fir Tree Capital Management, an estimated $1.95M sold.
Based on aggregated 13F filings for Q3 2023.