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 |
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.