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ZEO

Zeo Energy
ZEO

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.

New
Increased
Maintained
Reduced
Closed

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)

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

Rank Fund Capital Flow
1
KPF
K2 Principal Fund
Ontario, Canada
+$408K
2
Millennium Management
Millennium Management
New York
+$53.4K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$33K
4
TRCT
Tower Research Capital (TRC)
New York
+$857
5
Bank of America
Bank of America
North Carolina
+$66

Top Sellers

Rank Fund Capital Flow
1
PSC
Piper Sandler & Co
Minnesota
-$285K
2
UBS Group
UBS Group
Switzerland
-$5.43K

ZEO Hedge Fund Activity: Q2 2024 in Review

7 of the 6,935 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.