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Bloom Energy
BE

315 hedge funds and large institutions have $2.33B invested in Bloom Energy in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 97 increasing their positions, 88 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

25% more call options, than puts

Call options by funds: $110M | Put options by funds: $87.6M

19% more capital invested

Capital invested by funds: $1.95B → $2.33B (+$375M)

10% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 88

8% more funds holding

Funds holding: 292 → 315 (+23)

6.62% more ownership

Funds ownership: 77.11% → 83.73% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
69
Increased
97
Reduced
88
Closed
43
Calls
$110M
Puts
$87.6M
Net Calls
+$22M
Net Calls Change
+$5.5M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$46.2M
2
UBS AM
UBS AM
Illinois
+$38.3M
3
CAM
Contour Asset Management
New York
+$37.7M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$31.8M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$31.2M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$93.3M
2
CC
Covalis Capital
United Kingdom
-$20.2M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$13.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$8.83M
5
ClearBridge Investments
ClearBridge Investments
New York
-$8.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
276
Operose Advisors
Wisconsin
$3.59K – – –
SS
277
Sunbelt Securities
Texas
$3.43K – – –
TWC
278
TD Waterhouse Canada
Ontario, Canada
$3.41K -$273K -21,400 -99%
EWA
279
EverSource Wealth Advisors
Alabama
$3.4K +$191 +15 +6%
CMA
280
Cedar Mountain Advisors
Oregon
$3.17K – – –
GWM
281
Geneos Wealth Management
Colorado
$2.81K – – –
S
282
SignatureFD
Georgia
$2.8K – – –
HCP
283
Hexagon Capital Partners
Arkansas
$2.74K – – –
BBHC
284
Brown Brothers Harriman & Co
New York
$2.69K – – –
MSG
285
Main Street Group
Virginia
$2.5K – – –
ATC
286
Adirondack Trust Company
New York
$2.45K – – –
CSC
287
Caldwell Sutter Capital
California
$2.45K – – –
SWM
288
Spire Wealth Management
Virginia
$2.45K – – –
QCG
289
Quadrant Capital Group
Ohio
$2.35K +$140 +11 +6%
SSB
290
Sandy Spring Bank
Maryland
$2.02K – – –
ME
291
McIlrath & Eck
Washington
$1.74K – – –
VWM
292
Venturi Wealth Management
Texas
$1.71K – – –
SFC
293
Strategic Financial Concepts
Texas
$1.71K +$167K +13,128 New
JWA
294
JFS Wealth Advisors
Pennsylvania
$1.53K – – –
CIA
295
Cape Investment Advisory
Georgia
$1.47K – – –
VWA
296
Valued Wealth Advisors
Utah
$1.46K – – –
TSWM
297
Tyler-Stone Wealth Management
Ohio
$1.36K – – –
BCM
298
Blume Capital Management
California
$1.22K – – –
HI
299
Hoey Investments
Pennsylvania
$1.22K – – –
RIL
300
Rothschild Investment LLC
Illinois
$1.16K +$956 +75 +375%
10 11
12
13 14

BE Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2024, worth a combined $2.33B — up 19% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BE positions and 43 closed out — a net gain of 26 holders — while 97 added to existing stakes and 88 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.2M. The largest seller was BlackRock, cutting an estimated $93.3M.

  • 315 institutional investors held Bloom Energy (BE) as of Q2 2024, up from 292 in Q1 2024.
  • Funds reported $2.33B of Bloom Energy stock for Q2 2024, up 19% quarter-over-quarter.
  • 69 funds opened new Bloom Energy positions in Q2 2024 and 43 closed out, a net change of +26 holders.
  • The largest Bloom Energy buyer in Q2 2024 was Morgan Stanley, an estimated $46.2M added.
  • The largest Bloom Energy seller in Q2 2024 was BlackRock, an estimated $93.3M sold.

Based on aggregated 13F filings for Q2 2024.