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Bloom Energy
BE

Overview Fund Activity

326 hedge funds and large institutions have $2.59B invested in Bloom Energy in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+19
Holders Change %
+6.19%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
60
Increased
111
Reduced
98
Closed
34
Calls
$66.3M
Puts
$43.4M
Net Calls
+$22.9M
Net Calls Change
-$7.49M

Top Buyers

1
Millennium Management
Millennium Management
New York
$16.5M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$14.7M
3
Victory Capital Management
Victory Capital Management
Texas
$35.3M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$10.4M
5
ClearBridge Investments
ClearBridge Investments
New York
$115M

Top Sellers

1
DCM
Discovery Capital Management
Connecticut
$0
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$8.93M
4
Ameriprise
Ameriprise
Minnesota
$382M
5
Vanguard Group
Vanguard Group
Pennsylvania
$297M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
301
Blume Capital Management
California
$1.91K – – –
HCP
302
Hexagon Capital Partners
Arkansas
$1.84K -$4.93K -258 -73%
IGWM
303
ICA Group Wealth Management
Colorado
$1.75K +$1.75K +70 New
CWM
304
CarsonAllaria Wealth Management
Illinois
$1K – – –
GKIM
305
GW&K Investment Management
Massachusetts
$1K +$1K +32 New
FHA
306
First Horizon Advisors
Tennessee
$994 – – –
TAM
307
Tucker Asset Management
Colorado
$935 – – –
HGWM
308
Harvest Group Wealth Management
Massachusetts
$784 – – –
Dimensional Fund Advisors
309
Dimensional Fund Advisors
Texas
$770 -$56 -2,936 -7%
WT
310
Washington Trust
Rhode Island
$727 – – –
CA
311
CoreCap Advisors
Michigan
$707 +$707 +37 New
SC
312
Schubert & Co
Texas
$631 +$96 +5 +18%
SWM
313
Sanctuary Wealth Management
Idaho
$631 +$631 +33 New
PFBT
314
Parkside Financial Bank & Trust
Missouri
$612 +$612 +32 New
FFA
315
Farther Finance Advisors
California
$516 +$516 +27 New
BIA
316
Bell Investment Advisors
California
$421 – – –
CS
317
Comerica Securities
Michigan
$421 +$421 +22 New
YAL
318
Your Advocates Ltd
Texas
$287 +$96 +5 +50%
SIC
319
SJS Investment Consulting
Ohio
$287 +$134 +7 +88%
DI
320
Disciplined Investments
Oklahoma
$191 +$19 +1 +11%
QCG
321
Quadrant Capital Group
Ohio
$172 +$172 +9 New
AF
322
Advisornet Financial
Minnesota
$153 +$153 +8 New
TWP
323
TFO Wealth Partners
Ohio
$110 +$110 +3 New
TWA
324
TCI Wealth Advisors
Arizona
$38 -$4.71K -248 -99%
DCM
325
Discovery Capital Management
Connecticut
– -$29.1M -1,454,500 Closed
11 12
13
14 15