ZEO

Zeo Energy
ZEO

Overview Fund Activity

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.

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
3
Increased
5
Reduced
–
Closed
4
Calls
$218K
Puts
$2.72M
Net Calls
-$2.5M
Net Calls Change
-$2.71M

Top Buyers

1
FTCM
1
Fir Tree Capital Management
New York
$2.46M
2
YCM
2
Yakira Capital Management
Connecticut
$818K
3
PC
3
Periscope Capital
Ontario, Canada
$2.74M
4
WRBC
4
W.R. Berkley Corp
Connecticut
$1.63M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$235K

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
SCM
2
Shaolin Capital Management
Florida
$0
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
State Street
4
State Street
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WCMNY
1
Westchester Capital Management (New York)
New York
$4.62M 425,375 – –
CCA
2
Castle Creek Arbitrage
Colorado
$3.05M 280,000 – –
PC
3
Periscope Capital
Ontario, Canada
$2.74M 251,128 +51,028 +26%
SC
4
Sculptor Capital
New York
$2.72M 250,000 – –
SOA
5
Sea Otter Advisors
Florida
$2.62M 241,146 – –
FTCM
6
Fir Tree Capital Management
New York
$2.46M 225,000 +225,000 New
MSU
7
Mizuho Securities USA
New York
$2.12M 202,000 – –
KL
8
KIM LLC
Kansas
$1.64M 150,000 – –
WRBC
9
W.R. Berkley Corp
Connecticut
$1.63M 148,481 +49,506 +50%
CCM
10
CAAS Capital Management
New York
$929K 85,388 +6,500 +8%
YCM
11
Yakira Capital Management
Connecticut
$818K 75,000 +75,000 New
SSA
12
Schonfeld Strategic Advisors
New York
$779K 71,421 +2,493 +4%
Walleye Capital
13
Walleye Capital
New York
$348K 32,000 – –
MCM
14
Moore Capital Management
New York
$274K 25,000 – –
GAM
15
Gritstone Asset Management
Maryland
$266K 24,431 – –
VF
16
Virtu Financial
New York
$254K 23,198 +8,584 +59%
CSS
17
Cubist Systematic Strategies
Connecticut
$235K 21,633 +21,633 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$207K 19,076 – –
Walleye Trading
19
Walleye Trading
New York
$196K 18,000 – –
Deutsche Bank
20
Deutsche Bank
Germany
$33 3 – –
SCM
21
Shaolin Capital Management
Florida
– – -250,000 Closed
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
– – -250,000 Closed
WAM
23
Wolverine Asset Management
Illinois
– – -187,770 Closed
State Street
24
State Street
Massachusetts
– – -10,443 Closed
PP
25
Paloma Partners
Connecticut
– – – –
1
2