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Bloom Energy
BE

Overview Fund Activity

312 hedge funds and large institutions have $2.32B invested in Bloom Energy in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 97 increasing their positions, 86 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+22
Holders Change %
+7.59%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
68
Increased
97
Reduced
86
Closed
43
Calls
$110M
Puts
$87.6M
Net Calls
+$22M
Net Calls Change
+$5.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$119M
2
UBS AM
UBS AM
Illinois
$43.2M
3
CAM
Contour Asset Management
New York
$36.2M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$32M
5
WRCM
Whale Rock Capital Management
Massachusetts
$30M

Top Sellers

1
BlackRock
BlackRock
New York
$178M
2
CC
Covalis Capital
United Kingdom
$0
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.66M
4
Vanguard Group
Vanguard Group
Pennsylvania
$232M
5
ClearBridge Investments
ClearBridge Investments
New York
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
251
GAMMA Investing
California
$19.6K +$1.87K +153 +11%
National Bank of Canada
252
National Bank of Canada
Quebec, Canada
$15.8K +$8.49K +750 +115%
GXJ
253
Global X Japan
Japan
$14.1K – – –
BAMF
254
BI Asset Management Fondsmaeglerselskab
Denmark
$13K -$6.39K -506 -33%
AF
255
Allworth Financial
California
$12.7K +$2.14K +151 +20%
SIC
256
Salem Investment Counselors
North Carolina
$12.2K – – –
KFI
257
Key Financial Inc
Pennsylvania
$12.2K – – –
S
258
Sachetta
Massachusetts
$11.1K – – –
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$8.31K -$20.7K -1,688 -71%
EBA
260
Eagle Bay Advisors
New York
$8.18K – – –
MA
261
Montag & Associates
Georgia
$7.58K – – –
LC
262
Lindbrook Capital
California
$7.12K +$6.44K +526 +939%
CFFP
263
Center for Financial Planning
Michigan
$7.09K – – –
TFF
264
The Family Firm
Maryland
$6.43K +$6.43K +525 New
FFA
265
Farther Finance Advisors
California
$6.31K +$148 +13 +2%
RAM
266
Ramirez Asset Management
New York
$6.12K – – –
BTI
267
Blue Trust Inc
Georgia
$6.07K +$6.07K +540 New
SIS
268
Sound Income Strategies
Florida
$5.84K – – –
GG
269
Gleason Group
Kentucky
$5.32K – – –
WT
270
Whittier Trust
California
$5.03K – – –
PAG
271
Paladin Advisory Group
Iowa
$4.75K – – –
PS
272
Principal Securities
Iowa
$3.65K +$1.63K +133 +81%
OA
273
Operose Advisors
Wisconsin
$3.59K – – –
SS
274
Sunbelt Securities
Texas
$3.43K – – –
TWC
275
TD Waterhouse Canada
Ontario, Canada
$3.41K -$243K -21,400 -99%
9 10
11
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