Zeo Energy
16 hedge funds and large institutions have $14.5M invested in Zeo Energy in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 11 closing their positions.
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
41% less funds holding
Funds holding: 27 → 16 (-11)
52% less capital invested
Capital invested by funds: $30.5M → $14.5M (-$16M)
76% less ownership
Funds ownership: 94.3% → 18.3% (-76%)
91% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$860K |
| 2 |
CS
Clear Street
New York
|
+$670K |
| 3 |
MSU
Mizuho Securities USA
New York
|
+$545K |
| 4 |
MC
Meteora Capital
Boca Raton,
Florida
|
+$3.02K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.05K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$3.2M |
| 2 |
SC
Sculptor Capital
New York
|
-$2.79M |
| 3 |
SOA
Sea Otter Advisors
Miami,
Florida
|
-$2.69M |
| 4 |
SCM
Shaolin Capital Management
Miami,
Florida
|
-$1.52M |
| 5 |
PC
Periscope Capital
Toronto,
Ontario, Canada
|
-$1.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSS
26
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$211K | -18,935 | Closed |
|
27
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$33 | -3 | Closed |
|
ZEO Hedge Fund Activity: Q4 2023 in Review
16 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q4 2023, worth a combined $14.5M — down 52% from $30.5M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of ZEO and 1 opened new positions — a net loss of 10 holders — while 5 trimmed existing stakes and 4 added.
The largest buyer was Wolverine Asset Management, adding an estimated $860K. The largest seller was Westchester Capital Management (New York), exiting entirely with an estimated $3.2M sold.
- 16 institutional investors held Zeo Energy (ZEO) as of Q4 2023, down from 27 in Q3 2023.
- Funds reported $14.5M of Zeo Energy stock for Q4 2023, down 52% quarter-over-quarter.
- 1 fund opened new Zeo Energy positions in Q4 2023 and 11 closed out, a net change of -10 holders.
- The largest Zeo Energy buyer in Q4 2023 was Wolverine Asset Management, an estimated $860K added.
- The largest Zeo Energy seller in Q4 2023 was Westchester Capital Management (New York), an estimated $3.2M sold.
Based on aggregated 13F filings for Q4 2023.