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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
SCM
1
Saba Capital Management
New York
$22.4M +$2.76M +277,113 +14%
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$18M – – –
WAM
3
Weiss Asset Management
Massachusetts
$11.3M – – –
HCM
4
Highbridge Capital Management
New York
$10.6M -$3.5M -351,302 -25%
TAM
5
TFG Asset Management
Cayman Islands
$10M +$5.01M +503,531 +101%
SC
6
Sculptor Capital
New York
$10M +$4.98M +500,000 +100%
Verition Fund Management
7
Verition Fund Management
Connecticut
$8.61M +$8.56M +860,005 New
Marshall Wace
8
Marshall Wace
United Kingdom
$8.28M +$841K +84,495 +11%
Millennium Management
9
Millennium Management
New York
$7.98M +$5.55M +557,439 +232%
WAM
10
Wolverine Asset Management
Illinois
$7.67M +$591K +59,362 +8%
PC
11
Periscope Capital
Ontario, Canada
$7.5M +$7.46M +749,150 New
BCM
12
Beryl Capital Management
California
$7.03M – – –
TCA
13
Taconic Capital Advisors
New York
$7.01M – – –
RCM
14
Radcliffe Capital Management
Pennsylvania
$5.83M +$1.82M +182,636 +46%
GL
15
Governors Lane
New York
$5.51M +$5.48M +550,000 New
Barclays
16
Barclays
United Kingdom
$5.47M +$5.44M +546,254 New
Goldman Sachs
17
Goldman Sachs
New York
$5.2M +$5.17M +519,420 New
TCM
18
Tenor Capital Management
New York
$5M – – –
CCM
19
Context Capital Management
California
$5M +$4.98M +500,000 New
CH
20
CVI Holdings
Delaware
$5M +$12.2K +1,225 +0.2%
MI
21
MMCAP International
Cayman Islands
$4M – – –
PAMP
22
Polar Asset Management Partners
Ontario, Canada
$4M – – –
AC
23
Aristeia Capital
Connecticut
$4M +$3.98M +400,000 New
SCC
24
Spring Creek Capital
Kansas
$4M +$3.98M +400,000 New
DKCM
25
Davidson Kempner Capital Management
New York
$3.99M – – –
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.