Zeo Energy
7 hedge funds and large institutions have $373K invested in Zeo Energy in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
6.86% less ownership
Funds ownership: 10.66% → 3.8% (-6.9%)
75% less capital invested
Capital invested by funds: $1.5M → $373K (-$1.13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
+$138K |
| 2 |
VF
Virtu Financial
New York
|
+$36.1K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$23K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$19K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$16 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
|
-$999K |
| 2 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
-$380K |
| 3 |
Millennium Management
New York
|
-$24.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KPF
1
K2 Principal Fund
Toronto,
Ontario, Canada
| $195K | -$999K | -365,868 | -76% |
|
|
TC
2
TownSquare Capital
Provo,
Utah
| $85.1K | +$138K | +50,378 | New |
|
|
3
Geode Capital Management
Boston,
Massachusetts
| $54.4K | +$19K | +6,961 | +28% |
|
|
VF
4
Virtu Financial
New York
| $22K | +$36.1K | +13,208 | New |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $14.5K | +$23K | +8,415 | +4,338% |
|
|
6
UBS Group
Zurich,
Switzerland
| $1.07K | -$1.1K | -403 | -39% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $34 | +$16 | +6 | +43% |
|
|
DWM
8
Diversify Wealth Management
Sandy,
Utah
| – | -$380K | -100,000 | Closed |
|
|
9
Millennium Management
New York
| – | -$24.7K | -11,275 | Closed |
|
ZEO Hedge Fund Activity: Q3 2024 in Review
7 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q3 2024, worth a combined $373K — down 75% from $1.5M a quarter earlier.
Fund positioning in ZEO was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was TownSquare Capital, opening a new position worth an estimated $138K. The largest seller was K2 Principal Fund, cutting an estimated $999K.
- 7 institutional investors held Zeo Energy (ZEO) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $373K of Zeo Energy stock for Q3 2024, down 75% quarter-over-quarter.
- 2 funds opened new Zeo Energy positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest Zeo Energy buyer in Q3 2024 was TownSquare Capital, an estimated $138K added.
- The largest Zeo Energy seller in Q3 2024 was K2 Principal Fund, an estimated $999K sold.
Based on aggregated 13F filings for Q3 2024.