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Bloom Energy
BE

292 hedge funds and large institutions have $1.95B invested in Bloom Energy in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 90 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $95.2M | Put options by funds: $78.7M

9% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 90

3% less funds holding

Funds holding: 300 → 292 (-8)

3.17% less ownership

Funds ownership: 80.29% → 77.11% (-3.2%)

12% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 50

27% less capital invested

Capital invested by funds: $2.66B → $1.95B (-$705M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
292
Holders Change
-8
Holders Change %
-2.67%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
98
Reduced
90
Closed
50
Calls
$95.2M
Puts
$78.7M
Net Calls
+$16.5M
Net Calls Change
+$12.5M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$69.6M
2
PIF
Public Investment Fund
Saudi Arabia
+$24.1M
3
CC
Covalis Capital
United Kingdom
+$19.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$15.8M
5
Bank of America
Bank of America
North Carolina
+$9.68M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$68.5M
2
Coatue Management
Coatue Management
New York
-$65.7M
3
BlackRock
BlackRock
New York
-$19.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.6M
5
Norges Bank
Norges Bank
Norway
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMDAM
301
Sumitomo Mitsui DS Asset Management
Japan
– -$2.08M -140,275 Closed
LOAMU
302
Lombard Odier Asset Management (USA)
New York
– -$2M -135,000 Closed
HLA
303
Hamilton Lane Advisors
Pennsylvania
– -$1.99M -134,276 Closed
TC
304
TwinBeech Capital
New York
– -$1.7M -114,933 Closed
AAP
305
Ardsley Advisory Partners
Connecticut
– -$1.48M -100,000 Closed
HIC
306
Hartline Investment Corp
Illinois
– -$1.39M -93,954 Closed
EIM
307
Essex Investment Management
Massachusetts
– -$1.34M -90,405 Closed
Alyeska Investment Group
308
Alyeska Investment Group
Illinois
– -$1.28M -86,563 Closed
LA
309
Linden Advisors
New York
– -$1.16M -78,100 Closed
QT
310
Quantbot Technologies
New York
– -$1.14M -77,307 Closed
OQS
311
Occudo Quantitative Strategies
Florida
– -$965K -65,210 Closed
GSIAS
312
Garden State Investment Advisory Services
New Jersey
– -$943K -63,700 Closed
EGM
313
Engineers Gate Manager
New York
– -$896K -60,561 Closed
B
314
Bailard
California
– -$764K -51,640 Closed
AIM
315
Aigen Investment Management
New York
– -$686K -46,357 Closed
PCM
316
Parsons Capital Management
Rhode Island
– -$525K -35,500 Closed
FRM
317
Fox Run Management
Connecticut
– -$444K -29,971 Closed
Millennium Management
318
Millennium Management
New York
– -$365K -24,679 Closed
CSS
319
Cubist Systematic Strategies
Connecticut
– -$254K -23,094 Closed
DC
320
Davenport & Co
Virginia
– -$339K -22,900 Closed
CCIA
321
Campbell & Co Investment Adviser
Maryland
– -$306K -20,695 Closed
XT
322
XTX Topco
Cayman Islands
– -$300K -20,270 Closed
ET
323
Entropy Technologies
New York
– -$271K -18,323 Closed
Allianz Asset Management
324
Allianz Asset Management
Germany
– -$252K -17,000 Closed
NW
325
NewEdge Wealth
Pennsylvania
– -$196K -13,265 Closed
10 11 12
13
14

BE Hedge Fund Activity: Q1 2024 in Review

292 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2024, worth a combined $1.95B — down 27% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of BE and 44 opened new positions — a net loss of 6 holders — while 90 trimmed existing stakes and 98 added.

The largest buyer was Ameriprise, adding an estimated $69.6M. The largest seller was Morgan Stanley, cutting an estimated $68.5M.

  • 292 institutional investors held Bloom Energy (BE) as of Q1 2024, down from 300 in Q4 2023.
  • Funds reported $1.95B of Bloom Energy stock for Q1 2024, down 27% quarter-over-quarter.
  • 44 funds opened new Bloom Energy positions in Q1 2024 and 50 closed out, a net change of -6 holders.
  • The largest Bloom Energy buyer in Q1 2024 was Ameriprise, an estimated $69.6M added.
  • The largest Bloom Energy seller in Q1 2024 was Morgan Stanley, an estimated $68.5M sold.

Based on aggregated 13F filings for Q1 2024.