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Bloom Energy
BE

336 hedge funds and large institutions have $2.81B invested in Bloom Energy in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 100 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

8% more capital invested

Capital invested by funds: $2.6B → $2.81B (+$212M)

2% more funds holding

Funds holding: 328 → 336 (+8)

6% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 100

1.36% less ownership

Funds ownership: 75.51% → 74.15% (-1.4%)

12% less call options, than puts

Call options by funds: $55.6M | Put options by funds: $63M

Holders
336
Holders Change
+8
Holders Change %
+2.44%
% of All Funds
5.35%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
55
Increased
106
Reduced
100
Closed
42
Calls
$55.6M
Puts
$63M
Net Calls
-$7.35M
Net Calls Change
-$30.2M

Top Buyers

Rank Fund Capital Flow
1
ECA
Encompass Capital Advisors
New York
+$36.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$25.7M
3
PIF
Public Investment Fund
Saudi Arabia
+$23.4M
4
Goldman Sachs
Goldman Sachs
New York
+$17.7M
5
Ameriprise
Ameriprise
Minnesota
+$17.4M

Top Sellers

Rank Fund Capital Flow
1
Legal & General Group
Legal & General Group
United Kingdom
-$23.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$18.9M
3
Victory Capital Management
Victory Capital Management
Texas
-$12.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$10.2M
5
Millennium Management
Millennium Management
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
301
Brown Brothers Harriman & Co
New York
$4.38K – – –
BFEC
302
Benjamin F. Edwards & Company
Missouri
$4K – – –
ATC
303
Adirondack Trust Company
New York
$3.99K – – –
GEA
304
Glen Eagle Advisors
New Jersey
$3.99K +$4.38K +200 New
SSB
305
Sandy Spring Bank
Maryland
$3.29K – – –
ME
306
McIlrath & Eck
Washington
$2.83K – – –
VWM
307
Venturi Wealth Management
Texas
$2.79K +$3.07K +140 New
GWM
308
Geneos Wealth Management
Colorado
$2.59K +$2.85K +130 New
BWM
309
Baystate Wealth Management
Massachusetts
$2.47K – – –
CIA
310
Cape Investment Advisory
Georgia
$2.39K +$2.63K +120 New
CFB
311
Cullen/Frost Bankers
Texas
$2.19K – – –
GWS
312
Glassman Wealth Services
Virginia
$2.19K – – –
BCM
313
Blume Capital Management
California
$1.99K – – –
HS
314
Horan Securities
United States
$1.99K – – –
BAAM
315
Baker Avenue Asset Management
California
$1.99K +$2.19K +100 New
ARS
316
Adirondack Retirement Specialists
New York
$1.91K – – –
IGWM
317
ICA Group Wealth Management
Colorado
$1.4K – – –
FHA
318
First Horizon Advisors
Tennessee
$1.04K – – –
TAM
319
Tucker Asset Management
Colorado
$997 – – –
WTC
320
WhitTier Trust Company
Nevada
$896 +$985 +45 New
HGWM
321
Harvest Group Wealth Management
Massachusetts
$817 – – –
CWM
322
CarsonAllaria Wealth Management
Illinois
$797 – – –
WT
323
Washington Trust
Rhode Island
$757 – – –
Commonwealth Equity Services
324
Commonwealth Equity Services
Massachusetts
$716 -$34.2K -1,563 -4%
YAL
325
Your Advocates Ltd
Texas
$698 +$438 +20 +133%
11 12
13
14 15

BE Hedge Fund Activity: Q1 2023 in Review

336 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2023, worth a combined $2.81B — up 8.2% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BE positions and 42 closed out — a net gain of 13 holders — while 106 added to existing stakes and 100 trimmed.

The largest buyer was Encompass Capital Advisors, opening a new position worth an estimated $36.9M. The largest seller was Legal & General Group, cutting an estimated $23.9M.

  • 336 institutional investors held Bloom Energy (BE) as of Q1 2023, up from 328 in Q4 2022.
  • Funds reported $2.81B of Bloom Energy stock for Q1 2023, up 8.2% quarter-over-quarter.
  • 55 funds opened new Bloom Energy positions in Q1 2023 and 42 closed out, a net change of +13 holders.
  • The largest Bloom Energy buyer in Q1 2023 was Encompass Capital Advisors, an estimated $36.9M added.
  • The largest Bloom Energy seller in Q1 2023 was Legal & General Group, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2023.