Bloom Energy
309 hedge funds and large institutions have $2.76B invested in Bloom Energy in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 33 closing their positions.
82% more call options, than puts
Call options by funds: $67.5M | Put options by funds: $37.1M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
67% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 33
39% more capital invested
Capital invested by funds: $1.98B → $2.76B (+$778M)
26% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 89
6% more funds holding
Funds holding: 291 → 309 (+18)
4.56% more ownership
Funds ownership: 73.76% → 78.33% (+4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$41.5M |
| 2 |
BlackRock
New York
|
+$38.3M |
| 3 |
ClearBridge Investments
New York
|
+$37.3M |
| 4 |
Two Sigma Investments
New York
|
+$37M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$32.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIC
Hartline Investment Corp
Winnetka,
Illinois
|
-$16.4M |
| 2 |
SG Americas Securities
New York
|
-$11.9M |
| 3 |
Millennium Management
New York
|
-$11.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.99M |
| 5 |
Squarepoint
New York
|
-$5.49M |
BE Hedge Fund Activity: Q3 2022 in Review
309 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2022, worth a combined $2.76B — up 39% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new BE positions and 33 closed out — a net gain of 22 holders — while 112 added to existing stakes and 89 trimmed.
The largest buyer was Vanguard Group, adding an estimated $41.5M. The largest seller was Hartline Investment Corp, exiting entirely with an estimated $16.4M sold.
- 309 institutional investors held Bloom Energy (BE) as of Q3 2022, up from 291 in Q2 2022.
- Funds reported $2.76B of Bloom Energy stock for Q3 2022, up 39% quarter-over-quarter.
- 55 funds opened new Bloom Energy positions in Q3 2022 and 33 closed out, a net change of +22 holders.
- The largest Bloom Energy buyer in Q3 2022 was Vanguard Group, an estimated $41.5M added.
- The largest Bloom Energy seller in Q3 2022 was Hartline Investment Corp, an estimated $16.4M sold.
Based on aggregated 13F filings for Q3 2022.