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Bloom Energy

290 hedge funds and large institutions have $1.95B invested in Bloom Energy in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 96 increasing their positions, 90 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
96
Reduced
90
Closed
50
Calls
$95.2M
Puts
$78.7M
Net Calls
+$16.5M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
251
Sound Income Strategies
Florida
$5.36K
PAG
252
Paladin Advisory Group
Iowa
$4.9K
GG
253
Gleason Group
Kentucky
$4.89K
WT
254
Whittier Trust
California
$4.62K
OA
255
Operose Advisors
Wisconsin
$3.29K
SS
256
Sunbelt Securities
Texas
$3.15K
CMA
257
Cedar Mountain Advisors
Oregon
$2.91K
EWA
258
EverSource Wealth Advisors
Alabama
$2.63K +$690 +62 +36%
GWM
259
Geneos Wealth Management
Colorado
$2.59K
MSG
260
Main Street Group
Virginia
$2.58K
S
261
SignatureFD
Georgia
$2.57K +$1.9K +169 +282%
HCP
262
Hexagon Capital Partners
Arkansas
$2.52K
BBHC
263
Brown Brothers Harriman & Co
New York
$2.47K
CSC
264
Caldwell Sutter Capital
California
$2.25K -$843 -75 -27%
SWM
265
Spire Wealth Management
Virginia
$2.25K
ATC
266
Adirondack Trust Company
New York
$2.25K
QCG
267
Quadrant Capital Group
Ohio
$2.04K +$2.04K +181 New
SSB
268
Sandy Spring Bank
Maryland
$1.86K
PS
269
Principal Securities
Iowa
$1.86K +$753 +67 +68%
ME
270
McIlrath & Eck
Washington
$1.6K
VWM
271
Venturi Wealth Management
Texas
$1.57K
A
272
AlphaQuest
New York
$1.41K -$37.4K -3,324 -96%
JWA
273
JFS Wealth Advisors
Pennsylvania
$1.41K
CIA
274
Cape Investment Advisory
Georgia
$1.35K
VWA
275
Valued Wealth Advisors
Utah
$1.34K +$1.34K +119 New