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ZEO

Zeo Energy
ZEO

34 hedge funds and large institutions have $153M invested in Zeo Energy in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

64.14% more ownership

Funds ownership: 0% → 64.14% (+64%)

Holders
34
Holders Change
+34
Holders Change %
–
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
–
Reduced
–
Closed
–
Calls
$198K
Puts
–
Net Calls
+$198K
Net Calls Change
+$198K

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$19.5M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$17.9M
3
HCM
Highbridge Capital Management
New York
+$14M
4
WAM
Weiss Asset Management
Massachusetts
+$11.2M
5
Marshall Wace
Marshall Wace
United Kingdom
+$7.37M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Saba Capital Management
New York
$19.5M +$19.5M +1,963,798 New
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$17.9M +$17.9M +1,800,000 New
HCM
3
Highbridge Capital Management
New York
$14M +$14M +1,413,596 New
WAM
4
Weiss Asset Management
Massachusetts
$11.2M +$11.2M +1,125,000 New
Marshall Wace
5
Marshall Wace
United Kingdom
$7.36M +$7.37M +742,212 New
WAM
6
Wolverine Asset Management
Illinois
$7.02M +$7.03M +707,440 New
BCM
7
Beryl Capital Management
California
$6.96M +$6.97M +702,126 New
TCA
8
Taconic Capital Advisors
New York
$6.94M +$6.95M +700,000 New
UOC
9
UBS O'Connor
Illinois
$5.12M +$5.12M +515,770 New
SC
10
Sculptor Capital
New York
$4.96M +$4.97M +500,000 New
TCM
11
Tenor Capital Management
New York
$4.96M +$4.97M +500,000 New
TAM
12
TFG Asset Management
Cayman Islands
$4.96M +$4.97M +500,000 New
CH
13
CVI Holdings
Delaware
$4.95M +$4.95M +498,460 New
MI
14
MMCAP International
Cayman Islands
$3.97M +$3.97M +400,000 New
PAMP
15
Polar Asset Management Partners
Ontario, Canada
$3.97M +$3.97M +400,000 New
RCM
16
Radcliffe Capital Management
Pennsylvania
$3.97M +$3.97M +400,000 New
DKCM
17
Davidson Kempner Capital Management
New York
$3.96M +$3.97M +400,000 New
SV
18
Starboard Value
New York
$3.85M +$3.86M +388,600 New
FTCM
19
Fir Tree Capital Management
New York
$2.98M +$2.98M +300,000 New
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$2.48M +$2.48M +250,000 New
Hudson Bay Capital Management
21
Hudson Bay Capital Management
Connecticut
$2.48M +$2.48M +250,000 New
Millennium Management
22
Millennium Management
New York
$2.38M +$2.38M +240,000 New
WRBC
23
W.R. Berkley Corp
Connecticut
$1.75M +$1.75M +176,555 New
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.16M +$1.16M +116,666 New
WA
25
Whitebox Advisors
Minnesota
$992K +$993K +100,000 New
1
2

ZEO Hedge Fund Activity: Q4 2021 in Review

34 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q4 2021, worth a combined $153M.

Buyers outnumbered sellers: 34 funds opened new ZEO positions and 0 closed out — a net gain of 34 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $19.5M.

  • 34 institutional investors held Zeo Energy (ZEO) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $153M of Zeo Energy stock for Q4 2021.
  • 34 funds opened new Zeo Energy positions in Q4 2021 and 0 closed out, a net change of +34 holders.
  • The largest Zeo Energy buyer in Q4 2021 was Saba Capital Management, an estimated $19.5M added.

Based on aggregated 13F filings for Q4 2021.