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Bloom Energy

306 hedge funds and large institutions have $2.56B invested in Bloom Energy in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 79 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-28
Holders Change %
-8.38%
% of All Funds
4.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
115
Reduced
79
Closed
59
Calls
$69.5M
Puts
$78.5M
Net Calls
-$8.97M
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
251
Allworth Financial
California
$21.3K
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$21K +$2.31K +143 +12%
National Bank of Canada
253
National Bank of Canada
Quebec, Canada
$17.2K
TFP
254
Tilia Fiduciary Partners
North Carolina
$16.4K
SIC
255
Salem Investment Counselors
North Carolina
$16.4K
KFI
256
Key Financial Inc
Pennsylvania
$16.4K
RFA
257
Register Financial Advisors
Georgia
$16.4K
PPC
258
Park Place Capital
Alabama
$12.6K
EBA
259
Eagle Bay Advisors
New York
$10.9K
MA
260
Montag & Associates
Georgia
$10.1K
DGAM
261
Desjardins Global Asset Management
Quebec, Canada
$9.66K +$164 +10 +2%
FFA
262
Farther Finance Advisors
California
$8.54K +$1.64K +100 +24%
SIS
263
Sound Income Strategies
Florida
$7.82K
RA
264
Rational Advisors
New York
$7.49K
GG
265
Gleason Group
Kentucky
$7.11K
PAG
266
Paladin Advisory Group
Iowa
$6.83K
WT
267
Whittier Trust
California
$6.72K
S
268
SignatureFD
Georgia
$6.07K -$17.5K -1,072 -74%
OA
269
Operose Advisors
Wisconsin
$4.91K
SS
270
Sunbelt Securities
Texas
$4.58K
CMA
271
Cedar Mountain Advisors
Oregon
$4.24K
NFSG
272
Newbridge Financial Services Group
Florida
$4.19K
JWA
273
JFS Wealth Advisors
Pennsylvania
$4.12K -$262 -16 -6%
NA
274
NewEdge Advisors
Louisiana
$3.94K
CSC
275
Caldwell Sutter Capital
California
$3.84K +$3.84K +235 New