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Bloom Energy
BE

302 hedge funds and large institutions have $2.77B invested in Bloom Energy in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 110 increasing their positions, 81 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 81

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

11% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $57.6M

9% more capital invested

Capital invested by funds: $2.54B → $2.77B (+$226M)

1% more funds holding

Funds holding: 298 → 302 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7.95% less ownership

Funds ownership: 78.7% → 70.76% (-7.9%)

Holders
302
Holders Change
+4
Holders Change %
+1.34%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
52
Increased
110
Reduced
81
Closed
44
Calls
$64.1M
Puts
$57.6M
Net Calls
+$6.48M
Net Calls Change
+$44.5M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$17.8M
2
Ameriprise
Ameriprise
Minnesota
+$16.2M
3
Millennium Management
Millennium Management
New York
+$14.9M
4
ClearBridge Investments
ClearBridge Investments
New York
+$13.4M
5
Amundi
Amundi
France
+$9.81M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$35.2M
2
Morgan Stanley
Morgan Stanley
New York
-$22.4M
3
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
-$14.8M
4
Two Sigma Investments
Two Sigma Investments
New York
-$11.8M
5
EC
EJF Capital
Virginia
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
301
EJF Capital
Virginia
– -$10.7M -490,000 Closed
BC
302
Brookfield Corp
Ontario, Canada
– -$6.99M -318,855 Closed
AIM
303
Artemis Investment Management
United Kingdom
– -$6.84M -312,209 Closed
DCM
304
Discovery Capital Management
Connecticut
– -$4.85M -221,000 Closed
Susquehanna International Group
305
Susquehanna International Group
Pennsylvania
– -$3.8M -194,577 Closed
Voloridge Investment Management
306
Voloridge Investment Management
Florida
– -$4.15M -189,154 Closed
PP
307
Paloma Partners
Connecticut
– -$3.33M -151,700 Closed
ASP
308
Adams Street Partners
Illinois
– -$2.86M -130,297 Closed
CLCM
309
Crawford Lake Capital Management
New Jersey
– -$2.5M -113,867 Closed
TC
310
TwinBeech Capital
New York
– -$2.42M -110,503 Closed
1832 Asset Management
311
1832 Asset Management
Ontario, Canada
– -$2.29M -103,727 Closed
SI
312
Symmetry Investments
Jersey
– -$2.09M -95,238 Closed
CL
313
CPWM LLC
Washington
– -$1.42M -75,918 Closed
GT
314
Glenmede Trust
Pennsylvania
– -$1.43M -65,068 Closed
SAM
315
Sandbar Asset Management
United Kingdom
– -$1.42M -64,536 Closed
WI
316
Wafra Inc
New York
– -$1.36M -61,852 Closed
OC
317
Oppenheimer & Co
New York
– -$1.07M -49,045 Closed
VF
318
Virtu Financial
New York
– -$677K -30,866 Closed
DnB Asset Management
319
DnB Asset Management
Norway
– -$522K -23,789 Closed
FRM
320
Fox Run Management
Connecticut
– -$493K -22,470 Closed
WKKFT
321
W.K. Kellogg Foundation Trust
Michigan
– -$479K -21,850 Closed
AGM
322
Alpine Global Management
New York
– -$435K -19,815 Closed
Walleye Trading
323
Walleye Trading
New York
– -$361K -18,470 Closed
KA
324
Kercheville Advisors
Texas
– -$398K -18,150 Closed
AQR Capital Management
325
AQR Capital Management
Connecticut
– -$385K -17,557 Closed
10 11 12
13
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BE Hedge Fund Activity: Q1 2022 in Review

302 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2022, worth a combined $2.77B — up 8.9% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BE positions and 44 closed out — a net gain of 8 holders — while 110 added to existing stakes and 81 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $17.8M. The largest seller was UBS AM, cutting an estimated $35.2M.

  • 302 institutional investors held Bloom Energy (BE) as of Q1 2022, up from 298 in Q4 2021.
  • Funds reported $2.77B of Bloom Energy stock for Q1 2022, up 8.9% quarter-over-quarter.
  • 52 funds opened new Bloom Energy positions in Q1 2022 and 44 closed out, a net change of +8 holders.
  • The largest Bloom Energy buyer in Q1 2022 was Citadel Advisors, an estimated $17.8M added.
  • The largest Bloom Energy seller in Q1 2022 was UBS AM, an estimated $35.2M sold.

Based on aggregated 13F filings for Q1 2022.