Zeo Energy
20 hedge funds and large institutions have $27.9M invested in Zeo Energy in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 4 closing their positions.
78.32% more ownership
Funds ownership: 10.24% → 88.56% (+78%)
5% less funds holding
Funds holding: 21 → 20 (-1)
6% less capital invested
Capital invested by funds: $29.7M → $27.9M (-$1.75M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
92% less call options, than puts
Call options by funds: $218K | Put options by funds: $2.72M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTCM
Fir Tree Capital Management
New York
|
+$2.41M |
| 2 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$802K |
| 3 |
PC
Periscope Capital
Toronto,
Ontario, Canada
|
+$546K |
| 4 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
+$529K |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shaolin Capital Management
Miami,
Florida
|
-$2.67M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$2.63M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.97M |
| 4 |
State Street
Boston,
Massachusetts
|
-$110K |
ZEO Hedge Fund Activity: Q2 2023 in Review
20 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q2 2023, worth a combined $27.9M — down 5.9% from $29.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of ZEO and 3 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 5 added.
The largest buyer was Fir Tree Capital Management, opening a new position worth an estimated $2.41M. The largest seller was Shaolin Capital Management, exiting entirely with an estimated $2.67M sold.
- 20 institutional investors held Zeo Energy (ZEO) as of Q2 2023, down from 21 in Q1 2023.
- Funds reported $27.9M of Zeo Energy stock for Q2 2023, down 5.9% quarter-over-quarter.
- 3 funds opened new Zeo Energy positions in Q2 2023 and 4 closed out, a net change of -1 holder.
- The largest Zeo Energy buyer in Q2 2023 was Fir Tree Capital Management, an estimated $2.41M added.
- The largest Zeo Energy seller in Q2 2023 was Shaolin Capital Management, an estimated $2.67M sold.
Based on aggregated 13F filings for Q2 2023.