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Bloom Energy
BE

Overview Fund Activity

306 hedge funds and large institutions have $2.56B invested in Bloom Energy in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 79 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-28
Holders Change %
-8.38%
% of All Funds
4.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
115
Reduced
79
Closed
59
Calls
$69.5M
Puts
$78.5M
Net Calls
-$8.97M
Net Calls Change
-$1.62M

Top Buyers

1
Coatue Management
Coatue Management
New York
$67M
2
Ameriprise
Ameriprise
Minnesota
$388M
3
Citadel Advisors
Citadel Advisors
Florida
$46.5M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$40.6M
5
FCM
Frontier Capital Management
Massachusetts
$36.8M

Top Sellers

1
BlackRock
BlackRock
New York
$239M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$8.62M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$7.49M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$7.79M
5
Goldman Sachs
Goldman Sachs
New York
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
276
Hexagon Capital Partners
Arkansas
$3.73K -$16 -1 -0.4%
BBHC
277
Brown Brothers Harriman & Co
New York
$3.6K – – –
ATC
278
Adirondack Trust Company
New York
$3.57K – – –
BWM
279
Baystate Wealth Management
Massachusetts
$3.4K +$1.37K +84 +68%
SWM
280
Spire Wealth Management
Virginia
$3.27K +$3.27K +200 New
SSB
281
Sandy Spring Bank
Maryland
$2.7K – – –
ME
282
McIlrath & Eck
Washington
$2.32K – – –
VWM
283
Venturi Wealth Management
Texas
$2.29K – – –
GWM
284
Geneos Wealth Management
Colorado
$2.13K – – –
BTI
285
Blue Trust Inc
Georgia
$2K +$2K +111 New
TSWM
286
Tyler-Stone Wealth Management
Ohio
$2K +$2K +111 New
CIA
287
Cape Investment Advisory
Georgia
$1.96K – – –
CFB
288
Cullen/Frost Bankers
Texas
$1.8K – – –
GWS
289
Glassman Wealth Services
Virginia
$1.8K – – –
BCM
290
Blume Capital Management
California
$1.64K – – –
HS
291
Horan Securities
United States
$1.64K – – –
ARS
292
Adirondack Retirement Specialists
New York
$1.64K – – –
IGWM
293
ICA Group Wealth Management
Colorado
$1.14K – – –
SHIM
294
Stone House Investment Management
Pennsylvania
$948 +$948 +58 New
TAM
295
Tucker Asset Management
Colorado
$818 – – –
GI
296
Gradient Investments
Minnesota
$654 -$7.88K -482 -92%
CWM
297
CarsonAllaria Wealth Management
Illinois
$654 – – –
WT
298
Washington Trust
Rhode Island
$621 – – –
YAL
299
Your Advocates Ltd
Texas
$572 – – –
SWM
300
Sanctuary Wealth Management
Idaho
$540 +$540 +33 New
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