13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001565854
Total reported value
$4.3B
$4.3B
146 檔
37.1%
During the Q4 2024 filing period, Zimmer Partners, LP (CIK: 0001565854) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.3B across 146 reported positions.
Zimmer Partners, LP executed strategic sector rebalancing during Q4 2024, establishing 48 new positions while fully exiting 47 holdings and trimming 47 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | Stock-Real Estate | 7.23% | +0.54% | +0.39% | |
| 2 | BA | Boeing Co/the | Stock-Industrials | 6.78% | — | — | |
| 3 | TRGP | Targa Resources CORP | Stock-Energy | 5.11% | -0.77% | +19.08% | |
| 4 | PCG | P G & E CORP | Stock-Utilities | 4.40% | +2.16% | +84.93% | |
| 5 | XEL | Xcel Energy Inc | Stock-Utilities | 4.27% | -0.74% | +1625.74% | |
| 6 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.16% | — | — | |
| 7 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 4.09% | -0.08% | -9.27% | |
| 8 | EVRG | Evergy Inc | Stock-Utilities | 3.93% | — | -10.86% | |
| 9 | DUK | Duke Energy CORP | Stock-Utilities | 3.76% | -1.16% | +40.61% | |
| 10 | FE | Firstenergy CORP | Stock-Utilities | 3.37% | -0.03% | EXIT | |
| 11 | SRE | Sempra | Stock-Utilities | 2.88% | +0.32% | — | |
| 12 | TXNM | Txnm Energy Inc | Stock-Utilities | 2.86% | -2.16% | EXIT | |
| 13 | HE | Hawaiian Electric Inds | Stock-Utilities | 2.55% | -0.54% | EXIT | |
| 14 | KGS | Kodiak Gas Services Inc | Stock-Other | 2.36% | +1.03% | +88.09% | |
| 15 | POR | Portland General Electric Co | Stock-Utilities | 1.73% | — | +25.17% | |
| 16 | AEE | Ameren Corporation | Stock-Utilities | 1.59% | — | -65.10% | |
| 17 | CMS | Cms Energy CORP | Stock-Utilities | 1.54% | — | — | |
| 18 | AEP | American Electric Power | Stock-Utilities | 1.52% | — | +104.04% | |
| 19 | BKH | Black Hills CORP | Stock-Utilities | 1.48% | -1.12% | -6.63% | |
| 20 | FANG | Diamondback Energy Inc | Stock-Energy | 1.48% | — | +2.94% | |
| 21 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 1.36% | +0.06% | -15.27% | |
| 22 | KD | Kyndryl Holdings Inc | Stock-Tech | 1.34% | — | -17.48% | |
| 23 | DTM | Dt Midstream Inc | Stock-Energy | 1.28% | — | — | |
| 24 | D | Dominion Energy Inc | Stock-Utilities | 1.25% | -0.75% | EXIT | |
| 25 | VTR | Ventas Inc | Stock-Real Estate | 1.17% | — | — | |
| 26 | SWX | Southwest Gas Holdings Inc | Stock-Utilities | 1.11% | -1.05% | +884.45% | |
| 27 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.08% | -1.37% | — | |
| 28 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 0.92% | — | -38.45% | |
| 29 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 0.90% | -0.49% | EXIT | |
| 30 | EG | Everest Group, Ltd. | Stock-Financials | 0.86% | — | +8.93% | |
| 31 | ADT | Adt Inc | Stock-Industrials | 0.84% | — | — | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.76% | +0.22% | NEW | |
| 33 | FCPT | Four Corners Property Trust | Stock-Real Estate | 0.66% | -0.01% | — | |
| 34 | TDG | Transdigm Group Inc | Stock-Industrials | 0.63% | -0.52% | +221.33% | |
| 35 | FLNC | Fluence Energy Inc | Stock-Other | 0.59% | — | +757.72% | |
| 36 | ✓ | Fidelis Insurance Hldgs Ltd | Stock-Other | 0.55% | — | — | |
| 37 | SR | Spire Inc | Stock-Utilities | 0.52% | — | — | |
| 38 | LNG | Cheniere Energy Inc | Stock-Energy | 0.51% | +2.20% | -90.06% | |
| 39 | PH | Parker Hannifin CORP | Stock-Industrials | 0.47% | +0.85% | +60.98% | |
| 40 | PACS | Pacs Group Inc | Stock-Other | 0.44% | -0.11% | EXIT | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.43% | +0.34% | NEW | |
| 42 | BKV | Bkv Corporation | Stock-Other | 0.42% | -0.29% | +1.38% | |
| 43 | YORW | York Water Co | Stock-Other | 0.42% | +0.46% | +5.22% | |
| 44 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.42% | — | — | |
| 45 | FVR | Frontview Reit Inc | Stock-Other | 0.41% | -0.16% | EXIT | |
| 46 | SNY | Sanofi-adr | Stock-Healthcare | 0.41% | — | +21.32% | |
| 47 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.40% | +0.58% | — | |
| 48 | ED | Consolidated Edison Inc | Stock-Utilities | 0.40% | — | — | |
| 49 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.39% | +0.92% | NEW | |
| 50 | AES | Aes CORP | Stock-Utilities | 0.39% | — | +8650.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +6.8% | NEW | New buy |
| 2 | AJG | Arthur J Gallagher & Co | +4.2% | NEW | New buy |
| 3 | XEL | Xcel Energy Inc | +4% | +1625.74% | Add |
| 4 | PCG | P G & E CORP | +1.9% | +84.93% | Add |
| 5 | CMS | Cms Energy CORP | +1.5% | NEW | New buy |
| 6 | KGS | Kodiak Gas Services Inc | +1.4% | +88.09% | Add |
| 7 | TRGP | Targa Resources CORP | +1.3% | +19.08% | Add |
| 8 | DTM | Dt Midstream Inc | +1.3% | NEW | New buy |
| 9 | D | Dominion Energy Inc | +1.3% | NEW | New buy |
| 10 | VTR | Ventas Inc | +1.2% | NEW | New buy |
| 11 | KMI | Kinder Morgan, Inc. | +1.1% | NEW | New buy |
| 12 | SWX | Southwest Gas Holdings Inc | +1% | +884.45% | Add |
| 13 | ADT | Adt Inc | +0.8% | NEW | New buy |
| 14 | NEE | Nextera Energy Inc | +0.8% | NEW | New buy |
| 15 | DUK | Duke Energy CORP | +0.7% | +40.61% | Add |
| 16 | FCPT | Four Corners Property Trust | +0.7% | NEW | New buy |
| 17 | AEP | American Electric Power | +0.6% | +104.04% | Add |
| 18 | ✓ | Fidelis Insurance Hldgs Ltd | +0.6% | NEW | New buy |
| 19 | SR | Spire Inc | +0.5% | NEW | New buy |
| 20 | FLNC | Fluence Energy Inc | +0.5% | +757.72% | Add |
| 21 | WMS | Advanced Drainage Systems In | +0.4% | NEW | New buy |
| 22 | FVR | Frontview Reit Inc | +0.4% | NEW | New buy |
| 23 | TDG | Transdigm Group Inc | +0.4% | +221.33% | Add |
| 24 | HESM | Hess Midstream LP - Class A | +0.4% | NEW | New buy |
| 25 | ED | Consolidated Edison Inc | +0.4% | NEW | New buy |
| 26 | FE | Firstenergy CORP | +0.4% | +33.42% | Add |
| 27 | ETR | Entergy CORP | +0.4% | NEW | New buy |
| 28 | PFE | Pfizer Inc | +0.4% | NEW | New buy |
| 29 | AES | Aes CORP | +0.4% | +8650.00% | Add |
| 30 | BMY | Bristol-myers Squibb Co | +0.4% | NEW | New buy |
| 31 | APD | Air Products & Chemicals Inc | +0.3% | NEW | New buy |
| 32 | DAL | Delta Air Lines Inc | +0.2% | NEW | New buy |
| 33 | ONB | Old National Bancorp | +0.2% | NEW | New buy |
| 34 | KD | Kyndryl Holdings Inc | +0.2% | -17.48% | Trim |
| 35 | SLG | Sl Green Realty CORP | +0.2% | NEW | New buy |
| 36 | PH | Parker Hannifin CORP | +0.2% | +60.98% | Add |
| 37 | WMB | Williams Cos Inc | +0.2% | NEW | New buy |
| 38 | UAL | United Airlines Holdings Inc | +0.1% | NEW | New buy |
| 39 | GE | General Electric | +0.1% | +85.38% | Add |
| 40 | POR | Portland General Electric Co | +0.1% | +25.17% | Add |
| 41 | TOL | Toll Brothers Inc | +0.1% | +185.71% | Add |
| 42 | ECHO | Echostar Corp-a | +0.1% | NEW | New buy |
| 43 | SNCY | Sun Country Airlines Holding | +0.1% | NEW | New buy |
| 44 | PSA | Public Storage | +0.1% | NEW | New buy |
| 45 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 46 | SWTXUSD | Springworks Therapeutics Inc | +0.1% | NEW | New buy |
| 47 | BBIO | Bridgebio Pharma Inc | +0.1% | NEW | New buy |
| 48 | TXNM | Txnm Energy Inc | +0.1% | -3.01% | Trim |
| 49 | BKV | Bkv Corporation | +0.1% | +1.38% | Add |
| 50 | KLC | Kindercare Learning Cos Inc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Zimmer Partners, LP reported a total U.S. public equity portfolio value of $4.3B across 146 disclosed positions in Q4 2024.
During Q4 2024, Zimmer Partners, LP's top holdings by market value included WELL (7.2%)、BA (6.8%)、TRGP (5.1%). The largest single position, WELL, represented 7.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WELL, BA, TRGP) accounted for 37.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BA
市值: $393.7M
Top Position Liquidated / Trimmed
PNW
前期市值: $256.9M
In Q4 2024, Zimmer Partners, LP made 183 total portfolio adjustments, initiating 48 new buys, adding to 41 positions, trimming 47 holdings, and fully liquidating 47 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.