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Bloom Energy

285 hedge funds and large institutions have $2.79B invested in Bloom Energy in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 59 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 59

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

9% more capital invested

Capital invested by funds: $2.57B → $2.79B (+$226M)

5.99% more ownership

Funds ownership: 66.09%72.08% (+6%)

1% more funds holding

Funds holding: 281285 (+4)

37% less call options, than puts

Call options by funds: $87.1M | Put options by funds: $139M

Holders
285
Holders Change
+4
Holders Change %
+1.42%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
51
Increased
118
Reduced
59
Closed
44
Calls
$87.1M
Puts
$139M
Net Calls
-$52.1M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$50K -$104K -4,300 -70%
PA
227
Parallel Advisors
California
$49K
APA
228
American Portfolios Advisors
New York
$48.4K +$7.28K +300 +20%
BCWM
229
Bartlett & Co Wealth Management
Ohio
$47K
BC
230
Bartlett & Co
Ohio
$47K
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$45K +$40.9K +1,688 New
NICM
232
Neo Ivy Capital Management
New York
$41K +$36.6K +1,510 New
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$36K
PVH
234
Psagot Value Holdings
Israel
$36K
NFG
235
Next Financial Group
Texas
$34K
Bank Julius Baer & Co
236
Bank Julius Baer & Co
Switzerland
$32K +$28.9K +1,191 New
RFA
237
Reilly Financial Advisors
California
$31K +$4.73K +195 +20%
EW
238
Evoke Wealth
California
$29K
LWM
239
Liberty Wealth Management
California
$27K
SC
240
Saltoro Capital
Texas
$27K
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$26K
HS
242
Horan Securities
United States
$25K +$2.42K +100 +12%
FDCDDQ
243
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.2K +$2.42K +100 +13%
CCM
244
Covington Capital Management
California
$24K
FC
245
FORA Capital
Florida
$23K +$21.2K +873 New
CCA
246
Catalyst Capital Advisors
New York
$22K +$20.2K +832 New
MRC
247
Millburn Ridgefield Corp
New York
$22K +$20.2K +832 New
WQ
248
Wealth Quarterback
New Jersey
$21K +$18.1K +747 New
PMAS
249
PNC Managed Account Solutions
Texas
$21K +$18.6K +766 New
S
250
SignatureFD
Georgia
$20K +$340 +14 +2%

BE Hedge Fund Activity: Q2 2021 in Review

285 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2021, worth a combined $2.79B — up 8.8% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BE positions and 44 closed out — a net gain of 7 holders — while 118 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 285 institutional investors held Bloom Energy (BE) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $2.79B of Bloom Energy stock for Q2 2021, up 8.8% quarter-over-quarter.
  • 51 funds opened new Bloom Energy positions in Q2 2021 and 44 closed out, a net change of +7 holders.
  • The largest Bloom Energy buyer in Q2 2021 was BlackRock, an estimated $141M added.
  • The largest Bloom Energy seller in Q2 2021 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2021.