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Bloom Energy
BE

292 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, 98 increasing their positions, 90 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $95.2M | Put options by funds: $78.7M

9% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 90

3% less funds holding

Funds holding: 300 → 292 (-8)

3.17% less ownership

Funds ownership: 80.29% → 77.11% (-3.2%)

12% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 50

27% less capital invested

Capital invested by funds: $2.66B → $1.95B (-$705M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
292
Holders Change
-8
Holders Change %
-2.67%
% of All Funds
4.21%
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
98
Reduced
90
Closed
50
Calls
$95.2M
Puts
$78.7M
Net Calls
+$16.5M
Net Calls Change
+$12.5M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$69.6M
2
PIF
Public Investment Fund
Saudi Arabia
+$24.1M
3
CC
Covalis Capital
United Kingdom
+$19.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$15.8M
5
Bank of America
Bank of America
North Carolina
+$9.68M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$68.5M
2
Coatue Management
Coatue Management
New York
-$65.7M
3
BlackRock
BlackRock
New York
-$19.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.6M
5
Norges Bank
Norges Bank
Norway
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
251
Farther Finance Advisors
California
$6.36K -$1.81K -165 -23%
RAM
252
Ramirez Asset Management
New York
$5.62K – – –
SIS
253
Sound Income Strategies
Florida
$5.36K – – –
PAG
254
Paladin Advisory Group
Iowa
$4.9K – – –
GG
255
Gleason Group
Kentucky
$4.89K – – –
WT
256
Whittier Trust
California
$4.62K – – –
OA
257
Operose Advisors
Wisconsin
$3.29K – – –
SS
258
Sunbelt Securities
Texas
$3.15K – – –
CMA
259
Cedar Mountain Advisors
Oregon
$2.91K – – –
EWA
260
EverSource Wealth Advisors
Alabama
$2.63K +$682 +62 +36%
GWM
261
Geneos Wealth Management
Colorado
$2.58K – – –
MSG
262
Main Street Group
Virginia
$2.58K – – –
S
263
SignatureFD
Georgia
$2.57K +$1.86K +169 +282%
HCP
264
Hexagon Capital Partners
Arkansas
$2.52K – – –
BBHC
265
Brown Brothers Harriman & Co
New York
$2.47K – – –
CSC
266
Caldwell Sutter Capital
California
$2.25K -$824 -75 -27%
ATC
267
Adirondack Trust Company
New York
$2.25K – – –
SWM
268
Spire Wealth Management
Virginia
$2.25K – – –
QCG
269
Quadrant Capital Group
Ohio
$2.04K +$1.99K +181 New
SSB
270
Sandy Spring Bank
Maryland
$1.85K – – –
PS
271
Principal Securities
Iowa
$1.85K +$736 +67 +68%
ME
272
McIlrath & Eck
Washington
$1.6K – – –
VWM
273
Venturi Wealth Management
Texas
$1.57K – – –
A
274
AlphaQuest
New York
$1.41K -$36.5K -3,324 -96%
JWA
275
JFS Wealth Advisors
Pennsylvania
$1.41K – – –
9 10
11
12 13

BE Hedge Fund Activity: Q1 2024 in Review

292 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2024, worth a combined $1.95B — down 27% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of BE and 44 opened new positions — a net loss of 6 holders — while 90 trimmed existing stakes and 98 added.

The largest buyer was Ameriprise, adding an estimated $69.6M. The largest seller was Morgan Stanley, cutting an estimated $68.5M.

  • 292 institutional investors held Bloom Energy (BE) as of Q1 2024, down from 300 in Q4 2023.
  • Funds reported $1.95B of Bloom Energy stock for Q1 2024, down 27% quarter-over-quarter.
  • 44 funds opened new Bloom Energy positions in Q1 2024 and 50 closed out, a net change of -6 holders.
  • The largest Bloom Energy buyer in Q1 2024 was Ameriprise, an estimated $69.6M added.
  • The largest Bloom Energy seller in Q1 2024 was Morgan Stanley, an estimated $68.5M sold.

Based on aggregated 13F filings for Q1 2024.