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ZEO

Zeo Energy
ZEO

5 hedge funds and large institutions have $2.66M invested in Zeo Energy in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.67% less ownership

Funds ownership: 18.3% → 6.63% (-12%)

69% less funds holding

Funds holding: 16 → 5 (-11)

79% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 14

82% less capital invested

Capital invested by funds: $14.5M → $2.66M (-$11.8M)

Holders
5
Holders Change
-11
Holders Change %
-68.75%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
–
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KPF
K2 Principal Fund
Ontario, Canada
+$3.48M
2
PSC
Piper Sandler & Co
Minnesota
+$440K
3
UBS Group
UBS Group
Switzerland
+$18.4K
4
TRCT
Tower Research Capital (TRC)
New York
+$114

Top Sellers

Rank Fund Capital Flow
1
MSU
Mizuho Securities USA
New York
-$2.8M
2
KL
KIM LLC
Kansas
-$1.7M
3
PC
Periscope Capital
Ontario, Canada
-$1.7M
4
MC
Meteora Capital
Florida
-$1.46M
5
SCM
Shaolin Capital Management
Florida
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPF
1
K2 Principal Fund
Ontario, Canada
$2.25M +$3.48M +395,293 New
PSC
2
Piper Sandler & Co
Minnesota
$285K +$440K +50,000 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$109K – – –
UBS Group
4
UBS Group
Switzerland
$12.4K +$18.4K +2,091 +2,248%
TRCT
5
Tower Research Capital (TRC)
New York
$74 +$114 +13 New
MSU
6
Mizuho Securities USA
New York
– -$2.8M -250,370 Closed
KL
7
KIM LLC
Kansas
– -$1.7M -150,000 Closed
PC
8
Periscope Capital
Ontario, Canada
– -$1.7M -150,000 Closed
MC
9
Meteora Capital
Florida
– -$1.46M -129,974 Closed
SCM
10
Shaolin Capital Management
Florida
– -$1.29M -115,000 Closed
WRBC
11
W.R. Berkley Corp
Connecticut
– -$1.14M -100,591 Closed
WAM
12
Wolverine Asset Management
Illinois
– -$948K -84,210 Closed
YCM
13
Yakira Capital Management
Connecticut
– -$848K -75,000 Closed
CS
14
Clear Street
New York
– -$689K -61,203 Closed
RCM
15
Radcliffe Capital Management
Pennsylvania
– -$576K -50,928 Closed
Walleye Capital
16
Walleye Capital
New York
– -$360K -32,000 Closed
QL
17
Quarry LP
New York
– -$292K -25,851 Closed
MCM
18
Moore Capital Management
New York
– -$285K -25,000 Closed
Walleye Trading
19
Walleye Trading
New York
– -$203K -18,000 Closed

ZEO Hedge Fund Activity: Q1 2024 in Review

5 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q1 2024, worth a combined $2.66M — down 82% from $14.5M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ZEO and 3 opened new positions — a net loss of 11 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was K2 Principal Fund, opening a new position worth an estimated $3.48M. The largest seller was Mizuho Securities USA, exiting entirely with an estimated $2.8M sold.

  • 5 institutional investors held Zeo Energy (ZEO) as of Q1 2024, down from 16 in Q4 2023.
  • Funds reported $2.66M of Zeo Energy stock for Q1 2024, down 82% quarter-over-quarter.
  • 3 funds opened new Zeo Energy positions in Q1 2024 and 14 closed out, a net change of -11 holders.
  • The largest Zeo Energy buyer in Q1 2024 was K2 Principal Fund, an estimated $3.48M added.
  • The largest Zeo Energy seller in Q1 2024 was Mizuho Securities USA, an estimated $2.8M sold.

Based on aggregated 13F filings for Q1 2024.