Zeo Energy
57 hedge funds and large institutions have $266M invested in Zeo Energy in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 8 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
2% more capital invested
Capital invested by funds: $260M → $266M (+$5.68M)
0.09% less ownership
Funds ownership: 93.25% → 93.16% (-0.09%)
7% less funds holding
Funds holding: 61 → 57 (-4)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
+$15.4M |
| 2 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$7.07M |
| 3 |
GCL
Glazer Capital LLC
New York
|
+$3.1M |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
+$3.08M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highbridge Capital Management
New York
|
-$10.2M |
| 2 |
Millennium Management
New York
|
-$7.08M |
| 3 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$4.84M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
-$4.72M |
| 5 |
MF
Magnetar Financial
Evanston,
Illinois
|
-$2.17M |
ZEO Hedge Fund Activity: Q4 2022 in Review
57 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q4 2022, worth a combined $266M — up 2.2% from $260M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ZEO and 4 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 12 added.
The largest buyer was First Trust Capital Management, adding an estimated $15.4M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $10.2M sold.
- 57 institutional investors held Zeo Energy (ZEO) as of Q4 2022, down from 61 in Q3 2022.
- Funds reported $266M of Zeo Energy stock for Q4 2022, up 2.2% quarter-over-quarter.
- 4 funds opened new Zeo Energy positions in Q4 2022 and 8 closed out, a net change of -4 holders.
- The largest Zeo Energy buyer in Q4 2022 was First Trust Capital Management, an estimated $15.4M added.
- The largest Zeo Energy seller in Q4 2022 was Highbridge Capital Management, an estimated $10.2M sold.
Based on aggregated 13F filings for Q4 2022.