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ZEO

Zeo Energy
ZEO

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
6
Closed
3
Calls
$203K
Puts
–
Net Calls
+$203K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
HIM
HGC Investment Management
Ontario, Canada
+$6.06M
2
SCM
Shaolin Capital Management
Florida
+$5.89M
3
WAM
Weiss Asset Management
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
Goldman Sachs
New York
-$7.06M
2
TAM
TFG Asset Management
Cayman Islands
-$5.05M
3
PC
Periscope Capital
Ontario, Canada
-$3.24M
4
WAM
Wolverine Asset Management
Illinois
-$710K
5
UOC
UBS O'Connor
Illinois
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Saba Capital Management
New York
$25.7M – – –
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$16.4M – – –
Millennium Management
3
Millennium Management
New York
$14M – – –
SCM
4
Shaolin Capital Management
Florida
$12.1M +$5.89M +583,077 +96%
HCM
5
Highbridge Capital Management
New York
$10.2M +$1.28M +126,515 +14%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$9.2M – – –
SC
7
Sculptor Capital
New York
$9.06M +$10 +1 +0%
Verition Fund Management
8
Verition Fund Management
Connecticut
$8.74M – – –
Marshall Wace
9
Marshall Wace
United Kingdom
$8.4M – – –
PAMP
10
Polar Asset Management Partners
Ontario, Canada
$8.08M – – –
GCL
11
Glazer Capital LLC
New York
$7.4M +$3.44M +340,810 +88%
TCA
12
Taconic Capital Advisors
New York
$7.11M – – –
RCM
13
Radcliffe Capital Management
Pennsylvania
$6.81M – – –
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$6.57M +$101K +10,000 +2%
WAM
15
Weiss Asset Management
Massachusetts
$6.29M +$4.04M +400,000 +182%
HIM
16
HGC Investment Management
Ontario, Canada
$6.08M +$6.06M +600,000 New
GL
17
Governors Lane
New York
$5.58M – – –
Barclays
18
Barclays
United Kingdom
$5.53M – – –
AC
19
Aristeia Capital
Connecticut
$5.08M – – –
WAM
20
Wolverine Asset Management
Illinois
$5.07M -$710K -70,359 -12%
CH
21
CVI Holdings
Delaware
$5.07M – – –
TCM
22
Tenor Capital Management
New York
$5.07M – – –
UOC
23
UBS O'Connor
Illinois
$4.84M -$482K -47,777 -9%
PC
24
Periscope Capital
Ontario, Canada
$4.36M -$3.24M -320,600 -43%
KL
25
KIM LLC
Kansas
$4.06M – – –
1
2 3

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.