Zeo Energy
7 hedge funds and large institutions have $1.5M invested in Zeo Energy in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
4.03% more ownership
Funds ownership: 6.63% → 10.66% (+4%)
44% less capital invested
Capital invested by funds: $2.66M → $1.5M (-$1.16M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
|
+$408K |
| 2 |
Millennium Management
New York
|
+$53.4K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$33K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$857 |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$66 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSC
Piper Sandler & Co
Minneapolis,
Minnesota
|
-$285K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.43K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KPF
1
K2 Principal Fund
Toronto,
Ontario, Canada
| $1.04M | +$408K | +86,155 | +22% |
|
|
DWM
2
Diversify Wealth Management
Sandy,
Utah
| $380K | +$473K | +100,000 | New |
|
|
3
Geode Capital Management
Boston,
Massachusetts
| $55.3K | +$33K | +6,969 | +38% |
|
|
4
Millennium Management
New York
| $24.7K | +$53.4K | +11,275 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $2.23K | -$5.43K | -1,147 | -53% |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $417 | +$857 | +181 | +1,392% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $30 | +$66 | +14 | New |
|
|
PSC
8
Piper Sandler & Co
Minneapolis,
Minnesota
| – | -$285K | -50,000 | Closed |
|
ZEO Hedge Fund Activity: Q2 2024 in Review
7 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q2 2024, worth a combined $1.5M — down 44% from $2.66M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ZEO positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was K2 Principal Fund, adding an estimated $408K. The largest seller was Piper Sandler & Co, exiting entirely with an estimated $285K sold.
- 7 institutional investors held Zeo Energy (ZEO) as of Q2 2024, up from 5 in Q1 2024.
- Funds reported $1.5M of Zeo Energy stock for Q2 2024, down 44% quarter-over-quarter.
- 3 funds opened new Zeo Energy positions in Q2 2024 and 1 closed out, a net change of +2 holders.
- The largest Zeo Energy buyer in Q2 2024 was K2 Principal Fund, an estimated $408K added.
- The largest Zeo Energy seller in Q2 2024 was Piper Sandler & Co, an estimated $285K sold.
Based on aggregated 13F filings for Q2 2024.