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Bloom Energy

282 hedge funds and large institutions have $2.78B invested in Bloom Energy in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 59 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
4.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
49
Increased
117
Reduced
59
Closed
44
Calls
$87.1M
Puts
$139M
Net Calls
-$52.1M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
226
Bartlett & Co Wealth Management
Ohio
$47K
BC
227
Bartlett & Co
Ohio
$47K
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$45K +$45K +1,688 New
NICM
229
Neo Ivy Capital Management
New York
$41K +$41K +1,510 New
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$36K
PVH
231
Psagot Value Holdings
Israel
$36K
NFG
232
Next Financial Group
Texas
$34K
Bank Julius Baer & Co
233
Bank Julius Baer & Co
Switzerland
$32K +$32K +1,191 New
RFA
234
Reilly Financial Advisors
California
$31K +$5.25K +195 +20%
EW
235
Evoke Wealth
California
$29K
LWM
236
Liberty Wealth Management
California
$27K
SC
237
Saltoro Capital
Texas
$27K
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$26K
HS
239
Horan Securities
United States
$25K +$2.64K +100 +12%
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.2K +$2.69K +100 +13%
CCM
241
Covington Capital Management
California
$24K
FC
242
FORA Capital
Florida
$23K +$23K +873 New
MRC
243
Millburn Ridgefield Corp
New York
$22K +$22K +832 New
CCA
244
Catalyst Capital Advisors
New York
$22K +$22K +832 New
WQ
245
Wealth Quarterback
New Jersey
$21K +$21K +747 New
PMAS
246
PNC Managed Account Solutions
Texas
$21K +$21K +766 New
S
247
SignatureFD
Georgia
$20K +$379 +14 +2%
PFGIA
248
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$43.4K -1,600 -70%
FF
249
FourThought Financial
Florida
$14K +$12.2K +477 +663%
SWM
250
Spire Wealth Management
Virginia
$13K