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ZEO

Zeo Energy
ZEO

27 hedge funds and large institutions have $30.5M invested in Zeo Energy in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding

Funds holding: 20 → 27 (+7)

9% more capital invested

Capital invested by funds: $27.9M → $30.5M (+$2.58M)

5.73% more ownership

Funds ownership: 88.56% → 94.3% (+5.7%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
3
Reduced
4
Closed
–
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$2.73M

Top Buyers

Rank Fund Capital Flow
1
SCM
Shaolin Capital Management
Florida
+$2.76M
2
MC
Meteora Capital
Florida
+$1.43M
3
RCM
Radcliffe Capital Management
Pennsylvania
+$562K
4
WRBC
W.R. Berkley Corp
Connecticut
+$420K
5
QL
Quarry LP
New York
+$285K

Top Sellers

Rank Fund Capital Flow
1
FTCM
Fir Tree Capital Management
New York
-$1.95M
2
WCMNY
Westchester Capital Management (New York)
New York
-$1.53M
3
SSA
Schonfeld Strategic Advisors
New York
-$514K
4
CSS
Cubist Systematic Strategies
Connecticut
-$29.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCMNY
1
Westchester Capital Management (New York)
New York
$3.2M -$1.53M -138,611 -33%
CCA
2
Castle Creek Arbitrage
Colorado
$3.12M – – –
PC
3
Periscope Capital
Ontario, Canada
$2.8M – – –
SC
4
Sculptor Capital
New York
$2.79M – – –
SCM
5
Shaolin Capital Management
Florida
$2.79M +$2.76M +250,000 New
SOA
6
Sea Otter Advisors
Florida
$2.69M – – –
MSU
7
Mizuho Securities USA
New York
$2.22M – – –
WRBC
8
W.R. Berkley Corp
Connecticut
$2.08M +$420K +38,056 +26%
KL
9
KIM LLC
Kansas
$1.67M – – –
MC
10
Meteora Capital
Florida
$1.45M +$1.43M +129,706 New
CCM
11
CAAS Capital Management
New York
$994K +$40.8K +3,700 +4%
YCM
12
Yakira Capital Management
Connecticut
$837K – – –
RCM
13
Radcliffe Capital Management
Pennsylvania
$569K +$562K +50,961 New
FTCM
14
Fir Tree Capital Management
New York
$540K -$1.95M -176,630 -79%
Walleye Capital
15
Walleye Capital
New York
$357K – – –
QL
16
Quarry LP
New York
$288K +$285K +25,851 New
VF
17
Virtu Financial
New York
$285K +$25.7K +2,327 +10%
MCM
18
Moore Capital Management
New York
$279K – – –
SSA
19
Schonfeld Strategic Advisors
New York
$277K -$514K -46,607 -65%
GAM
20
Gritstone Asset Management
Maryland
$273K – – –
GCL
21
Glazer Capital LLC
New York
$230K +$228K +20,650 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$213K – – –
CSS
23
Cubist Systematic Strategies
Connecticut
$211K -$29.8K -2,698 -12%
Walleye Trading
24
Walleye Trading
New York
$201K – – –
WAM
25
Wolverine Asset Management
Illinois
$87.9K +$86.9K +7,872 New
1
2

ZEO Hedge Fund Activity: Q3 2023 in Review

27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q3 2023, worth a combined $30.5M — up 9.2% from $27.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ZEO positions and 0 closed out — a net gain of 7 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Shaolin Capital Management, opening a new position worth an estimated $2.76M. The largest seller was Fir Tree Capital Management, cutting an estimated $1.95M.

  • 27 institutional investors held Zeo Energy (ZEO) as of Q3 2023, up from 20 in Q2 2023.
  • Funds reported $30.5M of Zeo Energy stock for Q3 2023, up 9.2% quarter-over-quarter.
  • 7 funds opened new Zeo Energy positions in Q3 2023 and 0 closed out, a net change of +7 holders.
  • The largest Zeo Energy buyer in Q3 2023 was Shaolin Capital Management, an estimated $2.76M added.
  • The largest Zeo Energy seller in Q3 2023 was Fir Tree Capital Management, an estimated $1.95M sold.

Based on aggregated 13F filings for Q3 2023.