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Bloom Energy
BE

Overview Fund Activity

312 hedge funds and large institutions have $2.32B invested in Bloom Energy in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 97 increasing their positions, 86 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+22
Holders Change %
+7.59%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
68
Increased
97
Reduced
86
Closed
43
Calls
$110M
Puts
$87.6M
Net Calls
+$22M
Net Calls Change
+$5.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$119M
2
UBS AM
UBS AM
Illinois
$43.2M
3
CAM
Contour Asset Management
New York
$36.2M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$32M
5
WRCM
Whale Rock Capital Management
Massachusetts
$30M

Top Sellers

1
BlackRock
BlackRock
New York
$178M
2
CC
Covalis Capital
United Kingdom
$0
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.66M
4
Vanguard Group
Vanguard Group
Pennsylvania
$232M
5
ClearBridge Investments
ClearBridge Investments
New York
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
276
EverSource Wealth Advisors
Alabama
$3.4K +$203 +15 +6%
CMA
277
Cedar Mountain Advisors
Oregon
$3.17K – – –
GWM
278
Geneos Wealth Management
Colorado
$2.82K – – –
S
279
SignatureFD
Georgia
$2.8K – – –
HCP
280
Hexagon Capital Partners
Arkansas
$2.74K – – –
BBHC
281
Brown Brothers Harriman & Co
New York
$2.69K – – –
MSG
282
Main Street Group
Virginia
$2.5K – – –
CSC
283
Caldwell Sutter Capital
California
$2.45K – – –
ATC
284
Adirondack Trust Company
New York
$2.45K – – –
SWM
285
Spire Wealth Management
Virginia
$2.45K – – –
QCG
286
Quadrant Capital Group
Ohio
$2.35K +$135 +11 +6%
SSB
287
Sandy Spring Bank
Maryland
$2.02K – – –
ME
288
McIlrath & Eck
Washington
$1.74K – – –
VWM
289
Venturi Wealth Management
Texas
$1.71K – – –
SFC
290
Strategic Financial Concepts
Texas
$1.71K +$1.71K +13,128 New
JWA
291
JFS Wealth Advisors
Pennsylvania
$1.53K – – –
CIA
292
Cape Investment Advisory
Georgia
$1.47K – – –
VWA
293
Valued Wealth Advisors
Utah
$1.46K – – –
TSWM
294
Tyler-Stone Wealth Management
Ohio
$1.36K – – –
HI
295
Hoey Investments
Pennsylvania
$1.22K – – –
BCM
296
Blume Capital Management
California
$1.22K – – –
RIL
297
Rothschild Investment LLC
Illinois
$1.16K +$918 +75 +375%
BFEC
298
Benjamin F. Edwards & Company
Missouri
$1K +$1K +57 New
VNA
299
Valley National Advisers
Pennsylvania
$1K +$1K +90 New
HI
300
Harbour Investments
Wisconsin
$857 – – –
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12
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