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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
GI
251
Gradient Investments
Minnesota
$8K
SWM
252
Spire Wealth Management
Virginia
$8K
RA
253
Rational Advisors
New York
$8K +$201 +11 +2%
GG
254
Gleason Group
Kentucky
$7K
BTI
255
Blue Trust Inc
Georgia
$7K +$5.14K +281 New
FDCDDQ
256
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.6K -$3.66K -200 -33%
S
257
SignatureFD
Georgia
$6K -$2.6K -142 -27%
TWA
258
TCI Wealth Advisors
Arizona
$4K -$934 -51 -17%
CMA
259
Cedar Mountain Advisors
Oregon
$4K -$18 -1 -0.4%
AA
260
Ancora Advisors
Ohio
$4K
BBHC
261
Brown Brothers Harriman & Co
New York
$4K
NFSG
262
Newbridge Financial Services Group
Florida
$4K
JWA
263
JFS Wealth Advisors
Pennsylvania
$4K +$110 +6 +2%
HS
264
Horan Securities
United States
$4K +$2.07K +113 +113%
LC
265
Lindbrook Capital
California
$3K -$1.39K -76 -31%
PFGIA
266
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$732 -40 -21%
ATC
267
Adirondack Trust Company
New York
$3K
RE
268
RBC Europe
United Kingdom
$3K
AWM
269
Activest Wealth Management
Florida
$3K +$3.52K +192 New
HIA
270
Harbor Investment Advisory
Maryland
$3K +$3.66K +200 New
BCM
271
Blume Capital Management
California
$2K
CFB
272
Cullen/Frost Bankers
Texas
$2K
FF
273
FourThought Financial
Florida
$2K
GWS
274
Glassman Wealth Services
Virginia
$2K
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$2K +$1.83K +100 New

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.