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ZEO

Zeo Energy
ZEO

51 hedge funds and large institutions have $235M invested in Zeo Energy in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

54% more capital invested

Capital invested by funds: $153M → $235M (+$82.5M)

50% more funds holding

Funds holding: 34 → 51 (+17)

33.75% more ownership

Funds ownership: 64.14% → 97.89% (+34%)

Holders
51
Holders Change
+17
Holders Change %
+50%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
12
Reduced
2
Closed
3
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
HCM
Highbridge Capital Management
New York
-$3.5M
2
SAMU
SONA Asset Management (US)
New York
-$595K
3
FLC
Fifth Lane Capital
Texas
-$496K
4
SV
Starboard Value
New York
-$471K

ZEO Hedge Fund Activity: Q1 2022 in Review

51 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q1 2022, worth a combined $235M — up 54% from $153M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ZEO positions and 3 closed out — a net gain of 17 holders — while 12 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 Highbridge Capital Management, cutting an estimated $3.5M.

  • 51 institutional investors held Zeo Energy (ZEO) as of Q1 2022, up from 34 in Q4 2021.
  • Funds reported $235M of Zeo Energy stock for Q1 2022, up 54% quarter-over-quarter.
  • 20 funds opened new Zeo Energy positions in Q1 2022 and 3 closed out, a net change of +17 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 Highbridge Capital Management, an estimated $3.5M sold.

Based on aggregated 13F filings for Q1 2022.