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Bloom Energy

370 hedge funds and large institutions have $4.22B invested in Bloom Energy in 2024 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

117% more capital invested

Capital invested by funds: $1.94B → $4.22B (+$2.28B)

105% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 55

51% more call options, than puts

Call options by funds: $433M | Put options by funds: $287M

17% more funds holding

Funds holding: 316370 (+54)

2.36% more ownership

Funds ownership: 80.7%83.06% (+2.4%)

9% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 105

Holders
370
Holders Change
+54
Holders Change %
+17.09%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.09%
New
113
Increased
96
Reduced
105
Closed
55
Calls
$433M
Puts
$287M
Net Calls
+$146M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
251
SeaBridge Investment Advisors
New Jersey
$251K +$198K +11,294 New
FIA
252
FNY Investment Advisers
New York
$249K -$223K -12,750 -53%
SAM
253
Seelaus Asset Management
New Jersey
$241K +$190K +10,850 New
GRP
254
Global Retirement Partners
California
$238K -$8.92K -509 -5%
ST
255
Smithfield Trust
Pennsylvania
$237K
GFA
256
Gallagher Fiduciary Advisors
Illinois
$229K +$181K +10,300 New
AIM
257
Aigen Investment Management
New York
$226K +$1.93K +110 +1%
CTA
258
Chesley Taft & Associates
Illinois
$225K +$178K +10,149 New
FCM
259
Firsthand Capital Management
California
$222K +$175K +10,000 New
SCI
260
S&CO Inc
Massachusetts
$222K
CCC
261
Chesapeake Capital Corp
Florida
$220K +$174K +9,907 New
Corient Private Wealth
262
Corient Private Wealth
Florida
$218K -$29.3K -1,672 -15%
Thrivent Financial for Lutherans
263
Thrivent Financial for Lutherans
Minnesota
$216K +$171K +9,733 New
TCM
264
Teza Capital Management
Illinois
$216K +$170K +9,710 New
Teacher Retirement System of Texas
265
Teacher Retirement System of Texas
Texas
$214K +$169K +9,643 New
TPW
266
Transatlantique Private Wealth
New York
$211K +$167K +9,503 New
YCM
267
Yaupon Capital Management
New York
$209K +$165K +9,410 New
CG
268
CFO4Life Group
Texas
$202K +$160K +9,100 New
IUHSA
269
Itau Unibanco Holding S.A.
Brazil
$190K +$2.59K +148 +2%
CCM
270
Chilton Capital Management
Texas
$189K -$78.9K -4,500 -35%
Kayne Anderson Rudnick Investment Management
271
Kayne Anderson Rudnick Investment Management
California
$175K +$138K +7,888 New
Parallax Volatility Advisers
272
Parallax Volatility Advisers
California
$173K +$137K +7,797 New
TRCT
273
Tower Research Capital (TRC)
New York
$173K +$106K +6,070 +355%
SSG
274
Summit Securities Group
New York
$155K +$123K +7,000 New
AB
275
Amalgamated Bank
New York
$150K

BE Hedge Fund Activity: Q4 2024 in Review

370 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2024, worth a combined $4.22B — up 117% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BE positions and 55 closed out — a net gain of 58 holders — while 96 added to existing stakes and 105 trimmed.

The largest buyer was UBS Group, adding an estimated $72.3M. The largest seller was Bank of America, cutting an estimated $60.2M.

  • 370 institutional investors held Bloom Energy (BE) as of Q4 2024, up from 316 in Q3 2024.
  • Funds reported $4.22B of Bloom Energy stock for Q4 2024, up 117% quarter-over-quarter.
  • 113 funds opened new Bloom Energy positions in Q4 2024 and 55 closed out, a net change of +58 holders.
  • The largest Bloom Energy buyer in Q4 2024 was UBS Group, an estimated $72.3M added.
  • The largest Bloom Energy seller in Q4 2024 was Bank of America, an estimated $60.2M sold.

Based on aggregated 13F filings for Q4 2024.