Zeo Energy
61 hedge funds and large institutions have $260M invested in Zeo Energy in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
11% more funds holding
Funds holding: 55 → 61 (+6)
8% more capital invested
Capital invested by funds: $240M → $260M (+$20.1M)
6.18% more ownership
Funds ownership: 87.07% → 93.25% (+6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
HGC Investment Management
Toronto,
Ontario, Canada
|
+$6.06M |
| 2 |
SCM
Shaolin Capital Management
Miami,
Florida
|
+$5.89M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$4.04M |
| 4 |
GCL
Glazer Capital LLC
New York
|
+$3.44M |
| 5 |
MSU
Mizuho Securities USA
New York
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.06M |
| 2 |
TAM
TFG Asset Management
Grand Cayman,
Cayman Islands
|
-$5.05M |
| 3 |
PC
Periscope Capital
Toronto,
Ontario, Canada
|
-$3.24M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$710K |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$482K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCM
51
Dupont Capital Management
Wilmington,
Delaware
| $508K | – | – | – |
|
|
HF
52
HRT Financial
New York
| $503K | +$20.1K | +1,992 | +4% |
|
|
PP
53
Paloma Partners
Greenwich,
Connecticut
| $406K | – | – | – |
|
|
SSA
54
Schonfeld Strategic Advisors
New York
| $263K | +$1.76K | +174 | +0.7% |
|
55
Geode Capital Management
Boston,
Massachusetts
| $193K | – | – | – |
|
|
ACA
56
Arena Capital Advisors
Los Angeles,
California
| $121K | – | – | – |
|
57
State Street
Boston,
Massachusetts
| $110K | +$109K | +10,843 | New |
|
|
CM
58
Cohanzick Management
Pleasantville,
New York
| $32K | -$29.4K | -2,910 | -48% |
|
59
UBS Group
Zurich,
Switzerland
| $6K | – | – | – |
|
|
EC
60
Elequin Capital
New York
| $5K | +$5.05K | +500 | New |
|
61
Bank of Montreal
Toronto,
Ontario, Canada
| $904 | -$313K | -31,032 | -26% |
|
|
TAM
62
TFG Asset Management
Grand Cayman,
Cayman Islands
| – | -$5.05M | -503,531 | Closed |
|
|
AA
63
Ancora Advisors
Cleveland,
Ohio
| – | -$102K | -10,100 | Closed |
|
|
USPCM
64
Union Square Park Capital Management
New York
| – | -$100K | -10,000 | Closed |
|
ZEO Hedge Fund Activity: Q3 2022 in Review
61 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q3 2022, worth a combined $260M — up 8.4% from $240M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ZEO positions and 3 closed out — a net gain of 6 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was HGC Investment Management, opening a new position worth an estimated $6.06M. The largest seller was Goldman Sachs, cutting an estimated $7.06M.
- 61 institutional investors held Zeo Energy (ZEO) as of Q3 2022, up from 55 in Q2 2022.
- Funds reported $260M of Zeo Energy stock for Q3 2022, up 8.4% quarter-over-quarter.
- 9 funds opened new Zeo Energy positions in Q3 2022 and 3 closed out, a net change of +6 holders.
- The largest Zeo Energy buyer in Q3 2022 was HGC Investment Management, an estimated $6.06M added.
- The largest Zeo Energy seller in Q3 2022 was Goldman Sachs, an estimated $7.06M sold.
Based on aggregated 13F filings for Q3 2022.