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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
PFGIA
251
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$38.8K -1,600 -70%
FF
252
FourThought Financial
Florida
$14K +$11.6K +477 +663%
SWM
253
Spire Wealth Management
Virginia
$13K
AWM
254
Accel Wealth Management
Iowa
$13K +$11.5K +475 New
GG
255
Gleason Group
Kentucky
$12K
TCM
256
TD Capital Management
Tennessee
$10K
AII
257
AGF Investments Inc
Ontario, Canada
$10K +$8.97K +370 New
HI
258
Harbour Investments
Wisconsin
$8K
TCM
259
Tradewinds Capital Management
Washington
$8K +$7.13K +294 New
AA
260
Ancora Advisors
Ohio
$7K
CMA
261
Cedar Mountain Advisors
Oregon
$7K
NFSG
262
Newbridge Financial Services Group
Florida
$7K
EBA
263
Eagle Bay Advisors
New York
$7K +$5.5K +227 New
JWA
264
JFS Wealth Advisors
Pennsylvania
$7K +$6.06K +250 New
SCA
265
Stonebridge Capital Advisors
Minnesota
$6K +$2.91K +120 +100%
GEA
266
Glen Eagle Advisors
New Jersey
$5.37K
ATC
267
Adirondack Trust Company
New York
$5K
TWA
268
TCI Wealth Advisors
Arizona
$4K +$970 +40 +44%
CFB
269
Cullen/Frost Bankers
Texas
$3K -$12.1K -500 -82%
BCM
270
Blume Capital Management
California
$3K
Credit Agricole
271
Credit Agricole
France
$3K
GWM
272
Geneos Wealth Management
Colorado
$3K
GWS
273
Glassman Wealth Services
Virginia
$3K
CWP
274
Concord Wealth Partners
Virginia
$3K +$2.77K +114 New
AIG
275
American International Group
New York
$2.1K +$639K +26,340 +51%

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.