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Bloom Energy

334 hedge funds and large institutions have $2.8B invested in Bloom Energy in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+8
Holders Change %
+2.45%
% of All Funds
5.35%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
55
Increased
106
Reduced
98
Closed
42
Calls
$55.6M
Puts
$63M
Net Calls
-$7.35M
Net Calls Change
-$30.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DGAM
276
Desjardins Global Asset Management
Quebec, Canada
$12K +$330 +16 +3%
GI
277
Gradient Investments
Minnesota
$10.4K +$558 +28 +6%
SIS
278
Sound Income Strategies
Florida
$9.53K +$9.53K +478 New
AWM
279
Accel Wealth Management
Iowa
$9.47K
RA
280
Rational Advisors
New York
$9.13K
CAM
281
Close Asset Management
United Kingdom
$9K
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.97K +$4.98K +250 +125%
QCG
283
Quadrant Capital Group
Ohio
$8.71K +$8.53K +428 +4,756%
GG
284
Gleason Group
Kentucky
$8.67K
FFA
285
Farther Finance Advisors
California
$8.41K +$7.87K +395 +1,463%
PAG
286
Paladin Advisory Group
Iowa
$8.33K +$8.33K +418 New
WT
287
Whittier Trust
California
$8.19K
NL
288
NVWM LLC
Pennsylvania
$7.97K +$7.97K +400 New
LC
289
Lindbrook Capital
California
$7.31K -$2.47K -124 -25%
TWA
290
TCI Wealth Advisors
Arizona
$6.56K +$6.52K +327 +16,350%
AA
291
Ancora Advisors
Ohio
$5.98K +$997 +50 +20%
OA
292
Operose Advisors
Wisconsin
$5.98K +$5.98K +300 New
SS
293
Sunbelt Securities
Texas
$5.47K +$5.47K +280 New
JWA
294
JFS Wealth Advisors
Pennsylvania
$5.34K -$140 -7 -3%
CMA
295
Cedar Mountain Advisors
Oregon
$5.16K
NFSG
296
Newbridge Financial Services Group
Florida
$5.1K
NA
297
NewEdge Advisors
Louisiana
$4.8K -$30.1K -1,508 -86%
HCP
298
Hexagon Capital Partners
Arkansas
$4.56K +$2.65K +133 +139%
BBHC
299
Brown Brothers Harriman & Co
New York
$4.39K
BFEC
300
Benjamin F. Edwards & Company
Missouri
$4K