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Bloom Energy
BE

292 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, 98 increasing their positions, 90 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $95.2M | Put options by funds: $78.7M

9% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 90

3% less funds holding

Funds holding: 300 → 292 (-8)

3.17% less ownership

Funds ownership: 80.29% → 77.11% (-3.2%)

12% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 50

27% less capital invested

Capital invested by funds: $2.66B → $1.95B (-$705M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
292
Holders Change
-8
Holders Change %
-2.67%
% of All Funds
4.21%
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
98
Reduced
90
Closed
50
Calls
$95.2M
Puts
$78.7M
Net Calls
+$16.5M
Net Calls Change
+$12.5M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$69.6M
2
PIF
Public Investment Fund
Saudi Arabia
+$24.1M
3
CC
Covalis Capital
United Kingdom
+$19.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$15.8M
5
Bank of America
Bank of America
North Carolina
+$9.68M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$68.5M
2
Coatue Management
Coatue Management
New York
-$65.7M
3
BlackRock
BlackRock
New York
-$19.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.6M
5
Norges Bank
Norges Bank
Norway
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
276
Cape Investment Advisory
Georgia
$1.35K – – –
VWA
277
Valued Wealth Advisors
Utah
$1.34K +$1.31K +119 New
TSWM
278
Tyler-Stone Wealth Management
Ohio
$1.25K – – –
BCM
279
Blume Capital Management
California
$1.12K – – –
HI
280
Hoey Investments
Pennsylvania
$1.12K – – –
HI
281
Harbour Investments
Wisconsin
$787 -$1.1K -100 -59%
IGWM
282
ICA Group Wealth Management
Colorado
$787 – – –
LC
283
Lindbrook Capital
California
$629 -$736 -67 -54%
YAL
284
Your Advocates Ltd
Texas
$618 – – –
TAM
285
Tucker Asset Management
Colorado
$562 – – –
GWP
286
Gen-Wealth Partners
Michigan
$483 +$473 +43 New
CA
287
Continuum Advisory
Idaho
$470 +$440 +40 New
AWM
288
Avior Wealth Management
Nebraska
$438 +$429 +39 New
FIA
289
FNY Investment Advisers
New York
$258 +$253K +23,000 New
RIL
290
Rothschild Investment LLC
Illinois
$225 +$220 +20 New
TWP
291
TFO Wealth Partners
Ohio
$22 – – –
Coatue Management
292
Coatue Management
New York
– -$65.7M -4,436,901 Closed
HFF
293
Halter Ferguson Financial
Indiana
– -$6.84M -461,930 Closed
Holocene Advisors
294
Holocene Advisors
New York
– -$4.49M -303,272 Closed
California Public Employees Retirement System
295
California Public Employees Retirement System
California
– -$3.9M -263,224 Closed
State of New Jersey Common Pension Fund D
296
State of New Jersey Common Pension Fund D
New Jersey
– -$2.73M -184,687 Closed
FFB
297
First Financial Bankshares
Texas
– -$2.47M -167,000 Closed
ACM
298
Alpha Capital Management
Texas
– -$2.4M -162,072 Closed
SSA
299
Schonfeld Strategic Advisors
New York
– -$2.32M -156,641 Closed
CM
300
Capula Management
Cayman Islands
– -$2.14M -144,568 Closed
10 11
12
13 14

BE Hedge Fund Activity: Q1 2024 in Review

292 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2024, worth a combined $1.95B — down 27% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of BE and 44 opened new positions — a net loss of 6 holders — while 90 trimmed existing stakes and 98 added.

The largest buyer was Ameriprise, adding an estimated $69.6M. The largest seller was Morgan Stanley, cutting an estimated $68.5M.

  • 292 institutional investors held Bloom Energy (BE) as of Q1 2024, down from 300 in Q4 2023.
  • Funds reported $1.95B of Bloom Energy stock for Q1 2024, down 27% quarter-over-quarter.
  • 44 funds opened new Bloom Energy positions in Q1 2024 and 50 closed out, a net change of -6 holders.
  • The largest Bloom Energy buyer in Q1 2024 was Ameriprise, an estimated $69.6M added.
  • The largest Bloom Energy seller in Q1 2024 was Morgan Stanley, an estimated $68.5M sold.

Based on aggregated 13F filings for Q1 2024.