Bloom Energy
271 hedge funds and large institutions have $2B invested in Bloom Energy in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 43 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 74
0.99% more ownership
Funds ownership: 72.08% → 73.07% (+0.99%)
5% less funds holding
Funds holding: 285 → 271 (-14)
19% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 43
29% less capital invested
Capital invested by funds: $2.79B → $2B (-$796M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
52% less call options, than puts
Call options by funds: $52.2M | Put options by funds: $109M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$21.6M |
| 2 |
BlackRock
New York
|
+$14M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$10M |
| 4 |
CCPM
Cooper Creek Partners Management
New York
|
+$9.96M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$34.6M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$12.2M |
| 3 |
D.E. Shaw & Co
New York
|
-$11.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.6M |
| 5 |
CS
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
-$9.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$67K | -2,506 | Closed |
|
|
NICM
302
Neo Ivy Capital Management
New York
| – | -$41K | -1,510 | Closed |
|
|
SC
303
Saltoro Capital
Dallas,
Texas
| – | -$27K | -1,000 | Closed |
|
|
FC
304
FORA Capital
Miami,
Florida
| – | -$23K | -873 | Closed |
|
|
PFGIA
305
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$19K | -700 | Closed |
|
|
AII
306
AGF Investments Inc
Toronto,
Ontario, Canada
| – | -$10K | -370 | Closed |
|
|
GWM
307
Geneos Wealth Management
Englewood,
Colorado
| – | -$3K | -147 | Closed |
|
|
TWA
308
TCI Wealth Advisors
Tucson,
Arizona
| – | -$4K | -131 | Closed |
|
309
Credit Agricole
Montrouge Cedex,
France
| – | -$3K | -120 | Closed |
|
|
LC
310
Lindbrook Capital
Calabasas,
California
| – | -$2K | -66 | Closed |
|
|
QCG
311
Quadrant Capital Group
Cincinnati,
Ohio
| – | +$21 | +1 | +11% |
|
BE Hedge Fund Activity: Q3 2021 in Review
271 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2021, worth a combined $2B — down 29% from $2.79B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of BE and 35 opened new positions — a net loss of 8 holders — while 74 trimmed existing stakes and 100 added.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $21.6M. The largest seller was Wells Fargo, cutting an estimated $34.6M.
- 271 institutional investors held Bloom Energy (BE) as of Q3 2021, down from 285 in Q2 2021.
- Funds reported $2B of Bloom Energy stock for Q3 2021, down 29% quarter-over-quarter.
- 35 funds opened new Bloom Energy positions in Q3 2021 and 43 closed out, a net change of -8 holders.
- The largest Bloom Energy buyer in Q3 2021 was Two Sigma Investments, an estimated $21.6M added.
- The largest Bloom Energy seller in Q3 2021 was Wells Fargo, an estimated $34.6M sold.
Based on aggregated 13F filings for Q3 2021.