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Bloom Energy

370 hedge funds and large institutions have $4.22B invested in Bloom Energy in 2024 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

117% more capital invested

Capital invested by funds: $1.94B → $4.22B (+$2.28B)

105% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 55

51% more call options, than puts

Call options by funds: $433M | Put options by funds: $287M

17% more funds holding

Funds holding: 316370 (+54)

2.36% more ownership

Funds ownership: 80.7%83.06% (+2.4%)

9% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 105

Holders
370
Holders Change
+54
Holders Change %
+17.09%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.09%
New
113
Increased
96
Reduced
105
Closed
55
Calls
$433M
Puts
$287M
Net Calls
+$146M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$131K -$38.6K -2,200 -29%
Canada Pension Plan Investment Board
277
Canada Pension Plan Investment Board
Ontario, Canada
$113K +$89.4K +5,100 New
RBI
278
Raiffeisen Bank International
Austria
$107K +$82.9K +4,730 New
NA
279
Nordwand Advisors
Pennsylvania
$104K
Walleye Capital
280
Walleye Capital
New York
$101K -$233K -13,291 -75%
Lazard Asset Management
281
Lazard Asset Management
New York
$99K -$264K -15,063 -77%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$89.8K +$48K +2,737 +210%
IA
283
IFP Advisors
Florida
$87.4K +$38.8K +2,214 +130%
US Bancorp
284
US Bancorp
Minnesota
$72.4K +$3.8K +217 +7%
WSFS
285
Wilmington Savings Fund Society
Delaware
$70.7K
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$60K +$2.65K +151 +6%
GI
287
GAMMA Investing
California
$59.7K +$9.97K +569 +27%
A
288
AlphaQuest
New York
$52.3K -$333K -19,001 -89%
Nisa Investment Advisors
289
Nisa Investment Advisors
Missouri
$50.9K +$6.05K +345 +18%
PA
290
Parallel Advisors
California
$49.6K +$6K +342 +18%
MF
291
Magnetar Financial
Illinois
$49.4K +$39K +2,226 New
GCS
292
Gordian Capital (Singapore)
Singapore
$48.9K +$38.6K +2,200 New
OP
293
ORG Partners
Indiana
$43.3K
AWM
294
Avior Wealth Management
Nebraska
$40K +$31.6K +1,800 New
QL
295
Quarry LP
New York
$34.7K +$27.4K +1,562 New
Jones Financial Companies
296
Jones Financial Companies
Missouri
$33K +$14.2K +812 +120%
MCM
297
Mainstream Capital Management
California
$28.3K +$22.4K +1,276 New
SAM
298
Smartleaf Asset Management
Massachusetts
$28.3K +$16.4K +934 +291%
HIIFS
299
Harel Insurance Investments & Financial Services
Israel
$26K -$39.2K -2,235 -66%
EC
300
Elequin Capital
New York
$26K +$1.42K +81 +7%

BE Hedge Fund Activity: Q4 2024 in Review

370 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2024, worth a combined $4.22B — up 117% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BE positions and 55 closed out — a net gain of 58 holders — while 96 added to existing stakes and 105 trimmed.

The largest buyer was UBS Group, adding an estimated $72.3M. The largest seller was Bank of America, cutting an estimated $60.2M.

  • 370 institutional investors held Bloom Energy (BE) as of Q4 2024, up from 316 in Q3 2024.
  • Funds reported $4.22B of Bloom Energy stock for Q4 2024, up 117% quarter-over-quarter.
  • 113 funds opened new Bloom Energy positions in Q4 2024 and 55 closed out, a net change of +58 holders.
  • The largest Bloom Energy buyer in Q4 2024 was UBS Group, an estimated $72.3M added.
  • The largest Bloom Energy seller in Q4 2024 was Bank of America, an estimated $60.2M sold.

Based on aggregated 13F filings for Q4 2024.