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Bloom Energy
BE

Overview Fund Activity

309 hedge funds and large institutions have $2.16B invested in Bloom Energy in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 117 increasing their positions, 74 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+3
Holders Change %
+0.98%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
41
Increased
117
Reduced
74
Closed
37
Calls
$66.9M
Puts
$86.1M
Net Calls
-$19.2M
Net Calls Change
-$10.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$46.7M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$34.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$255M
4
Ameriprise
Ameriprise
Minnesota
$331M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$48.1M

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
$12.5M
2
Jane Street
Jane Street
New York
$2.1M
3
Citadel Advisors
Citadel Advisors
Florida
$21.5M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$748K
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
276
Operose Advisors
Wisconsin
$3.98K – – –
SS
277
Sunbelt Securities
Texas
$3.71K – – –
CMA
278
Cedar Mountain Advisors
Oregon
$3.43K – – –
NFSG
279
Newbridge Financial Services Group
Florida
$3.4K – – –
JWA
280
JFS Wealth Advisors
Pennsylvania
$3.34K – – –
NA
281
NewEdge Advisors
Louisiana
$3.2K – – –
CSC
282
Caldwell Sutter Capital
California
$3.12K – – –
GWM
283
Geneos Wealth Management
Colorado
$3.05K +$1.33K +100 +77%
HCP
284
Hexagon Capital Partners
Arkansas
$2.97K -$53 -4 -2%
BBHC
285
Brown Brothers Harriman & Co
New York
$2.92K – – –
BWM
286
Baystate Wealth Management
Massachusetts
$2.76K – – –
ATC
287
Adirondack Trust Company
New York
$2.65K – – –
SWM
288
Spire Wealth Management
Virginia
$2.65K – – –
GWS
289
Glassman Wealth Services
Virginia
$2.32K +$862 +65 +59%
SSB
290
Sandy Spring Bank
Maryland
$2.19K – – –
ME
291
McIlrath & Eck
Washington
$1.88K – – –
VWM
292
Venturi Wealth Management
Texas
$1.86K – – –
LC
293
Lindbrook Capital
California
$1.78K +$1.78K +134 New
CIA
294
Cape Investment Advisory
Georgia
$1.59K – – –
CFB
295
Cullen/Frost Bankers
Texas
$1.46K – – –
BCM
296
Blume Capital Management
California
$1.33K – – –
TSWM
297
Tyler-Stone Wealth Management
Ohio
$1K – – –
VNA
298
Valley National Advisers
Pennsylvania
$1K +$1K +40 New
EWA
299
EverSource Wealth Advisors
Alabama
$981 +$981 +74 New
YAL
300
Your Advocates Ltd
Texas
$729 +$265 +20 +57%
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