Zeo Energy
55 hedge funds and large institutions have $240M invested in Zeo Energy in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
10% more funds holding
Funds holding: 50 → 55 (+5)
4% more capital invested
Capital invested by funds: $230M → $240M (+$10.2M)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
8.63% less ownership
Funds ownership: 95.7% → 87.07% (-8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$9.08M |
| 2 |
Millennium Management
New York
|
+$5.83M |
| 3 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$5.27M |
| 4 |
Goldman Sachs
New York
|
+$4.01M |
| 5 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$3.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$9.08M |
| 2 |
BCM
Beryl Capital Management
Redondo Beach,
California
|
-$7.03M |
| 3 |
TAM
TFG Asset Management
Grand Cayman,
Cayman Islands
|
-$5.02M |
| 4 |
DKCM
Davidson Kempner Capital Management
New York
|
-$3.99M |
| 5 |
CCM
Context Capital Management
Lajolla,
California
|
-$3.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
51
Ancora Advisors
Cleveland,
Ohio
| $102K | – | – | – |
|
|
USPCM
52
Union Square Park Capital Management
New York
| $100K | – | – | – |
|
|
CM
53
Cohanzick Management
Pleasantville,
New York
| $61K | +$60.7K | +6,050 | New |
|
54
UBS Group
Zurich,
Switzerland
| $6K | +$5.52K | +550 | New |
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| $1.21K | +$1.2M | +120,000 | New |
|
|
BCM
56
Beryl Capital Management
Redondo Beach,
California
| – | -$7.03M | -702,126 | Closed |
|
|
DKCM
57
Davidson Kempner Capital Management
New York
| – | -$3.99M | -400,000 | Closed |
|
|
SCC
58
Spring Creek Capital
Wichita,
Kansas
| – | -$4M | -400,000 | Closed |
|
|
CSS
59
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$553K | -55,251 | Closed |
|
60
State Street
Boston,
Massachusetts
| – | -$103K | -10,243 | Closed |
|
|
DFCM
61
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$78K | -7,800 | Closed |
|
ZEO Hedge Fund Activity: Q2 2022 in Review
55 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q2 2022, worth a combined $240M — up 4.5% from $230M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ZEO positions and 6 closed out — a net gain of 5 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was HSBC Holdings, opening a new position worth an estimated $9.08M. The largest seller was Weiss Asset Management, cutting an estimated $9.08M.
- 55 institutional investors held Zeo Energy (ZEO) as of Q2 2022, up from 50 in Q1 2022.
- Funds reported $240M of Zeo Energy stock for Q2 2022, up 4.5% quarter-over-quarter.
- 11 funds opened new Zeo Energy positions in Q2 2022 and 6 closed out, a net change of +5 holders.
- The largest Zeo Energy buyer in Q2 2022 was HSBC Holdings, an estimated $9.08M added.
- The largest Zeo Energy seller in Q2 2022 was Weiss Asset Management, an estimated $9.08M sold.
Based on aggregated 13F filings for Q2 2022.