We are live on ! Find out more
ZEO icon

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

46% more capital inflows, than outflows

Capital inflows: $5.86M | Capital outflows: $4.02M

35% more funds holding

Funds holding: 20 → 27 (+7)

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
+$2.72M

Top Buyers

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

Top Sellers

Rank Fund Capital Flow
1
Fir Tree Capital Management
Fir Tree Capital Management
New York
-$1.95M
2
Westchester Capital Management (New York)
Westchester Capital Management (New York)
New York
-$1.53M
3
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
-$514K
4
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
-$29.8K

ZEO Hedge Fund Activity: Q3 2023 in Review

27 of the 6,316 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.