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Bloom Energy
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Overview Fund Activity

290 hedge funds and large institutions have $1.95B invested in Bloom Energy in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 96 increasing their positions, 90 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
96
Reduced
90
Closed
50
Calls
$95.2M
Puts
$78.7M
Net Calls
+$16.5M
Net Calls Change
+$12.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$436M
2
PIF
2
Public Investment Fund
Saudi Arabia
$36.6M
3
CC
3
Covalis Capital
United Kingdom
$20.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$27.6M
5
Bank of America
5
Bank of America
North Carolina
$25.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$69M
2
Coatue Management
2
Coatue Management
New York
$0
3
BlackRock
3
BlackRock
New York
$246M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.26M
5
Norges Bank
5
Norges Bank
Norway
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
276
Tyler-Stone Wealth Management
Ohio
$1.25K – – –
BCM
277
Blume Capital Management
California
$1.12K – – –
HI
278
Hoey Investments
Pennsylvania
$1.12K – – –
HI
279
Harbour Investments
Wisconsin
$787 -$1.12K -100 -59%
IGWM
280
ICA Group Wealth Management
Colorado
$787 – – –
LC
281
Lindbrook Capital
California
$629 -$753 -67 -54%
YAL
282
Your Advocates Ltd
Texas
$618 – – –
TAM
283
Tucker Asset Management
Colorado
$562 – – –
GWP
284
Gen-Wealth Partners
Michigan
$483 +$483 +43 New
CA
285
Continuum Advisory
Idaho
$470 +$470 +40 New
AWM
286
Avior Wealth Management
Nebraska
$438 +$438 +39 New
FIA
287
FNY Investment Advisers
New York
$258 +$258 +23,000 New
RIL
288
Rothschild Investment LLC
Illinois
$225 +$225 +20 New
TWP
289
TFO Wealth Partners
Ohio
$22 – – –
Coatue Management
290
Coatue Management
New York
– -$65.7M -4,436,901 Closed
HFF
291
Halter Ferguson Financial
Indiana
– -$6.84M -461,930 Closed
Holocene Advisors
292
Holocene Advisors
New York
– -$4.49M -303,272 Closed
California Public Employees Retirement System
293
California Public Employees Retirement System
California
– -$3.9M -263,224 Closed
State of New Jersey Common Pension Fund D
294
State of New Jersey Common Pension Fund D
New Jersey
– -$2.73M -184,687 Closed
FFB
295
First Financial Bankshares
Texas
– -$2.47M -167,000 Closed
ACM
296
Alpha Capital Management
Texas
– -$2.4M -162,072 Closed
SSA
297
Schonfeld Strategic Advisors
New York
– -$2.32M -156,641 Closed
CM
298
Capula Management
Cayman Islands
– -$2.14M -144,568 Closed
SMDAM
299
Sumitomo Mitsui DS Asset Management
Japan
– -$2.08M -140,275 Closed
LOAMU
300
Lombard Odier Asset Management (USA)
New York
– -$2M -135,000 Closed
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