Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ZEO ENERGY CORP (ZEOWW)

26 + Investors. Track Smart Money conviction in ZEOWW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
3Q ▼
Buyers last Q
33%

Smart Money Signals — ZEOWW

Based on 26 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their ZEOWW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 70% of 3.0Y peak

70% of all-time peak
26 funds currently hold this stock — 70% of the 3.0-year high of 37 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 19% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold ZEOWW compared to a year ago (-19% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 33% buying

2 buying4 selling
Last quarter: 4 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 1 → 0 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

77% of holders stayed for 2+ years

■ 77% conviction (2yr+) ■ 19% medium ■ 4% new
20 out of 26 hedge funds have held ZEOWW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +3808% but shares only +14% — price-driven

Value
+3808%
Shares
+13%
Last quarter: the total dollar value of institutional holdings rose +3808%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
⚠️

Saturation — most institutions already know this story

1 → 1 → 1 → 0 → 1 new funds/Q
New funds entering each quarter: 1 → 1 → 0 → 1. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 4% veterans, 12% new entrants

■ 4% veterans ■ 85% 1-2yr ■ 12% new
Of 26 current holders: 1 (4%) held 2+ years, 22 held 1–2 years, 3 (12%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 100% AUM from top-100 funds

100% from top-100 AUM funds
5 of 26 holders are among the 100 largest funds by AUM, controlling 100% of total institutional value in ZEOWW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ZEOWW

In 2026 Q1, 2 hedge funds were net buyers of ZEOWW (1 opened a new position, 1 added to an existing one), while 4 reduced or exited (2 trimmed, 2 sold completely) — a 33% buyer ratio, indicating net institutional distribution. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 100% of total institutional value in ZEOWW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 26.

Hedge Fund Ownership: ZEOWW

How many hedge funds hold ZEOWW — quarterly history vs. share price
Quarterly hedge fund ownership of ZEOWW vs. share price

Market Analysis: ZEOWW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZEOWW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy ZEO ENERGY CORP (ZEOWW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ZEOWW has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 57d ago
ZEOWW
-99.4%
SPY
+15.4%

ZEOWW outperformed SPY by -114.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 12d ago
ZEOWW
+20.0%
SPY
+1.5%

Since the filing became public, ZEOWW outperformed SPY by +18.5% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: ZEOWW
26 + Investors

Track Smart Money conviction in ZEOWW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 26 27 -3.7%
13F Shares 11M 10M 13.69%
Total Value $88M $2M 3808.07%
New Positions 1 0 +1
Increased Positions 1 0 +1
Closed Positions 2 3 -1
Reduced Positions 2 4 -2
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ZEOWW

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

26 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ZEOWW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of ZEOWW — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Silver Rock Financial LP 0.00% 48,872 $2K
2 K2 PRINCIPAL FUND, L.P. 0.00% 1,277,536 $51K
3 JPMORGAN CHASE & CO 0.00% 2,129,249 $87.5M
4 HIGHBRIDGE CAPITAL MANAGEMENT LLC 0.00% 2,129,249 $88K
5 Saba Capital Management, L.P. 0.00% 726,030 $30K
6 Polar Asset Management Partners Inc. 0.00% 915,973 $38K
7 MMCAP International Inc. SPC 0.00% 195,575 $8K
8 ARISTEIA CAPITAL, L.L.C. 0.00% 196,129 $8K
9 TENOR CAPITAL MANAGEMENT Co., L.P. 0.00% 250,000 $10K
10 DUPONT CAPITAL MANAGEMENT CORP 0.00% 25,000 $1K
11 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 0.00% 200,000 $8K
12 MOORE CAPITAL MANAGEMENT, LP 0.00% 125,000 $5K
13 WOLVERINE ASSET MANAGEMENT LLC 0.00% 150,511 $6K
14 TWO SIGMA SECURITIES, LLC 0.00% 11,478 —
15 PICTON MAHONEY ASSET MANAGEMENT 0.00% 175,000 $7K
16 Clear Street Group Inc. 0.00% 301,263 $12K
17 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% 760,000 $31K
18 TORONTO DOMINION BANK 0.00% 500,000 $20K
19 WHITEBOX ADVISORS LLC 0.00% 46,500 $2K
20 LMR Partners LLP 0.00% 150,000 $6K
21 Calamos Advisors LLC 0.00% 87,500 $4K
22 Ancora Advisors LLC 0.00% 5,050 —
23 MILLENNIUM MANAGEMENT LLC 0.00% 219,000 $9K
24 D. E. Shaw & Co., Inc. 0.00% 125,000 $5K
25 CITIGROUP INC 0.00% 88,458 $4K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ZEO ENERGY CORP (ZEOWW)

What does the Smart Money Trend signal show for ZEOWW?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their ZEOWW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ZEOWW?

Heavy selling pressure — only 33% buying: Last quarter: 4 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for ZEOWW holders?

Elite ownership — 100% AUM from top-100 funds: 5 of 26 holders are among the 100 largest funds by AUM, controlling 100% of total institutional value in ZEOWW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ZEOWW?

77% of holders stayed for 2+ years: 20 out of 26 hedge funds have held ZEOWW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy ZEO ENERGY CORP (ZEOWW) following the 2026 Q1 hedge fund 13F filings?

As of today, ZEOWW has moved +20.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the SPY sector ETF — an outperformance of +18.5%. Since the quarter end (March 31, 2026), ZEOWW has gained -99.4% vs +15.4% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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