We are live on ! Find out more
ZEO

Zeo Energy
ZEO

50 hedge funds and large institutions have $230M invested in Zeo Energy in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

51% more capital invested

Capital invested by funds: $153M → $230M (+$77.2M)

47% more funds holding

Funds holding: 34 → 50 (+16)

31.56% more ownership

Funds ownership: 64.14% → 95.7% (+32%)

Holders
50
Holders Change
+16
Holders Change %
+47.06%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
11
Reduced
2
Closed
4
Calls
$200K
Puts
–
Net Calls
+$200K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
Verition Fund Management
Verition Fund Management
Connecticut
+$8.56M
2
PC
Periscope Capital
Ontario, Canada
+$7.46M
3
Millennium Management
Millennium Management
New York
+$5.55M
4
GL
Governors Lane
New York
+$5.48M
5
Barclays
Barclays
United Kingdom
+$5.44M

Top Sellers

Rank Fund Capital Flow
1
UOC
UBS O'Connor
Illinois
-$5.12M
2
HCM
Highbridge Capital Management
New York
-$3.5M
3
SAMU
SONA Asset Management (US)
New York
-$595K
4
FLC
Fifth Lane Capital
Texas
-$496K
5
SV
Starboard Value
New York
-$471K
Name Holding Trade Value Shares
Change 		Change in
Stake
UOC
51
UBS O'Connor
Illinois
– -$5.12M -515,770 Closed
SAMU
52
SONA Asset Management (US)
New York
– -$595K -60,000 Closed
FLC
53
Fifth Lane Capital
Texas
– -$496K -50,000 Closed
1 2
3

ZEO Hedge Fund Activity: Q1 2022 in Review

50 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q1 2022, worth a combined $230M — up 51% from $153M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ZEO positions and 4 closed out — a net gain of 16 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was Verition Fund Management, opening a new position worth an estimated $8.56M. The largest seller was UBS O'Connor, exiting entirely with an estimated $5.12M sold.

  • 50 institutional investors held Zeo Energy (ZEO) as of Q1 2022, up from 34 in Q4 2021.
  • Funds reported $230M of Zeo Energy stock for Q1 2022, up 51% quarter-over-quarter.
  • 20 funds opened new Zeo Energy positions in Q1 2022 and 4 closed out, a net change of +16 holders.
  • The largest Zeo Energy buyer in Q1 2022 was Verition Fund Management, an estimated $8.56M added.
  • The largest Zeo Energy seller in Q1 2022 was UBS O'Connor, an estimated $5.12M sold.

Based on aggregated 13F filings for Q1 2022.