ZEO
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.
Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
PSC
1
Piper Sandler & Co
Minneapolis,
Minnesota
|
$0 |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$2.23K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KPF
1
K2 Principal Fund
Toronto,
Ontario, Canada
| $1.04M | 481,448 | +86,155 | +22% |
|
|
DWM
2
Diversify Wealth Management
Sandy,
Utah
| $380K | 100,000 | +100,000 | New |
|
3
Geode Capital Management
Boston,
Massachusetts
| $55.3K | 25,238 | +6,969 | +38% |
|
4
Millennium Management
New York
| $24.7K | 11,275 | +11,275 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $2.23K | 1,037 | -1,147 | -53% |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $417 | 194 | +181 | +1,392% |
|
7
Bank of America
Charlotte,
North Carolina
| $30 | 14 | +14 | New |
|
|
PSC
8
Piper Sandler & Co
Minneapolis,
Minnesota
| – | – | -50,000 | Closed |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|