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Bloom Energy

291 hedge funds and large institutions have $1.98B invested in Bloom Energy in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $22.2M

24% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 83

3.01% more ownership

Funds ownership: 70.76%73.76% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 302291 (-11)

16% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 45

28% less capital invested

Capital invested by funds: $2.77B → $1.98B (-$785M)

Holders
291
Holders Change
-11
Holders Change %
-3.64%
% of All Funds
4.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
103
Reduced
83
Closed
45
Calls
$36.7M
Puts
$22.2M
Net Calls
+$14.5M
Net Calls Change
+$7.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
226
Macquarie Group
Australia
$65K
DZ Bank
227
DZ Bank
Germany
$62.7K -$49.4K -2,700 -42%
ETC
228
Exchange Traded Concepts
Oklahoma
$61K -$6.12K -334 -8%
WT
229
Whittier Trust
California
$61K
ACA
230
Atlas Capital Advisors
Wyoming
$60.6K
CCA
231
Catalyst Capital Advisors
New York
$52K +$20.7K +1,133 +56%
MRC
232
Millburn Ridgefield Corp
New York
$52K +$20.7K +1,133 +56%
VRM
233
Vectors Research Management
New York
$44K
APA
234
American Portfolios Advisors
New York
$37.3K -$5.49K -300 -12%
PA
235
Parallel Advisors
California
$31K
SN
236
Sittner & Nelson
Oregon
$30K +$33.4K +1,823 New
BC
237
Bartlett & Co
Ohio
$29K
BCWM
238
Bartlett & Co Wealth Management
Ohio
$28.9K
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$28K -$128 -7 -0.4%
RA
240
Resolute Advisors
California
$28K +$30.7K +1,677 New
AF
241
Allworth Financial
California
$22K -$256 -14 -1%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$19K +$1.23K +67 +6%
EW
243
Evoke Wealth
California
$18K
SIC
244
Salem Investment Counselors
North Carolina
$18K +$1.83K +100 +10%
TFP
245
Tilia Fiduciary Partners
North Carolina
$17K
CCM
246
Covington Capital Management
California
$15K
BFEC
247
Benjamin F. Edwards & Company
Missouri
$12K
EBA
248
Eagle Bay Advisors
New York
$11K +$12.2K +668 New
National Bank of Canada
249
National Bank of Canada
Quebec, Canada
$11K
AWM
250
Accel Wealth Management
Iowa
$8K

BE Hedge Fund Activity: Q2 2022 in Review

291 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2022, worth a combined $1.98B — down 28% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of BE and 38 opened new positions — a net loss of 7 holders — while 83 trimmed existing stakes and 103 added.

The largest buyer was BlackRock, adding an estimated $61M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $23.3M sold.

  • 291 institutional investors held Bloom Energy (BE) as of Q2 2022, down from 302 in Q1 2022.
  • Funds reported $1.98B of Bloom Energy stock for Q2 2022, down 28% quarter-over-quarter.
  • 38 funds opened new Bloom Energy positions in Q2 2022 and 45 closed out, a net change of -7 holders.
  • The largest Bloom Energy buyer in Q2 2022 was BlackRock, an estimated $61M added.
  • The largest Bloom Energy seller in Q2 2022 was Cooper Creek Partners Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2022.