Zimmer Partners, LP
Zimmer Partners, LP is an investment management firm based in New York, NY, specializing in managing hedge funds, private equity, and alternative investments for a diverse client base including institutions and high-net-worth individuals. Founded in 2004 by Stuart James Zimmer, the firm employs a value-oriented approach and fundamental research to identify undervalued securities and investment opportunities across multiple sectors. The team has decades of industry experience and emphasizes risk-adjusted returns with a client-centric focus. With over 40 employees, Zimmer Partners manages assets for clients with customized investment solutions tailored to objectives and risk tolerance. The firm is recognized as a leading hedge fund manager in the US, maintaining a reputation for expertise and strong long-term performance.
Investment Strategy
Zimmer Partners, LP utilizes a value-oriented, long/short equity investment approach across public equities, fixed income, and alternative assets. The firm's strategy hinges on fundamental research and data-driven analysis to identify undervalued securities and attractive investment opportunities globally. Portfolio allocations emphasize diversified exposure across sectors such as energy, healthcare, technology, financials, and particularly utilities. Rigorous due diligence and risk analysis underpin their process, with the goal of generating strong risk-adjusted returns for investors. Zimmer Partners primarily serves accredited investors seeking tailored, long-term investment solutions.
Top Holdings
Equity Positions (140)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ES | EVERSOURCE ENERGY | 6.05% | $278.1M | 4,371,700 | $63.51 | $63.62 | +$272.8M |
A AEP | AMERICAN ELEC PWR CO INC | 5.76% | $265.0M | 2,553,932 | $105.72 | $103.76 | -$90.1M |
X XEL | XCEL ENERGY INC | 5.07% | $232.9M | 3,419,300 | $67.12 | $68.10 | -$58.9M |
T TRGP | TARGA RES CORP | 4.72% | $216.9M | 1,246,223 | $80.36 | $174.08 | -$5.0M |
W WELL | WELLTOWER INC | 4.17% | $191.8M | 1,247,745 | $92.12 | $153.73 | -$92.7M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
P PCG | PG&E CORP | Sold | Call | $76.7M | 55,000 | $13.94 | $17.18 | -5,000 | -$26.4M |
N NEE | NEXTERA ENERGY INC | New | Call | $31.2M | 4,500 | $69.42 | $69.42 | +4,500 | +$31.2M |
E EIX | EDISON INTL | Bought | Call | $25.8M | 5,000 | $51.60 | $57.82 | +750 | +$759.0K |
X XEL | XCEL ENERGY INC | Bought | Call | $20.4M | 3,000 | $68.10 | $70.34 | +500 | +$2.7M |
L LNG | CHENIERE ENERGY INC | New | Call | $18.3M | 750 | $243.52 | $243.52 | +750 | +$18.3M |