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Bloom Energy
BE

309 hedge funds and large institutions have $2.76B invested in Bloom Energy in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $67.5M | Put options by funds: $37.1M

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

39% more capital invested

Capital invested by funds: $1.98B → $2.76B (+$778M)

26% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 89

6% more funds holding

Funds holding: 291 → 309 (+18)

4.56% more ownership

Funds ownership: 73.76% → 78.33% (+4.6%)

Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
5.32%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
55
Increased
112
Reduced
89
Closed
33
Calls
$67.5M
Puts
$37.1M
Net Calls
+$30.4M
Net Calls Change
+$15.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$41.5M
2
BlackRock
BlackRock
New York
+$38.3M
3
ClearBridge Investments
ClearBridge Investments
New York
+$37.3M
4
Two Sigma Investments
Two Sigma Investments
New York
+$37M
5
DCM
Discovery Capital Management
Connecticut
+$32.8M

Top Sellers

1
HIC
Hartline Investment Corp
Illinois
-$16.4M
2
SG Americas Securities
SG Americas Securities
New York
-$11.9M
3
Millennium Management
Millennium Management
New York
-$11.3M
4
Ameriprise
Ameriprise
Minnesota
-$5.99M
5
Squarepoint
Squarepoint
New York
-$5.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
326
Chilton Capital Management
Texas
– -$132K -8,000 Closed
ACA
327
Atlas Capital Advisors
Wyoming
– -$60.6K -3,671 Closed
VRM
328
Vectors Research Management
New York
– -$44K -2,666 Closed
SN
329
Sittner & Nelson
Oregon
– -$30K -1,823 Closed
SWM
330
Spire Wealth Management
Virginia
– -$8K -500 Closed
HIA
331
Harbor Investment Advisory
Maryland
– -$4.51K -200 Closed
AWM
332
Activest Wealth Management
Florida
– -$3K -192 Closed
PFGIA
333
Patriot Financial Group Insurance Agency
Massachusetts
– -$3K -155 Closed
BIA
334
Bell Investment Advisors
California
– -$2.23K -99 -82%
CA
335
CoreCap Advisors
Michigan
– -$1K -37 Closed
TCA
336
Tortoise Capital Advisors
Kansas
– -$1K -31 Closed
C
337
Covestor
United Kingdom
– -$113 -5 -25%
DI
338
Disciplined Investments
Oklahoma
– +$68 +3 +50%
SIC
339
SJS Investment Consulting
Ohio
– +$180 +8 New
YAL
340
Your Advocates Ltd
Texas
– +$225 +10 New
CA
341
Cetera Advisors
Colorado
– +$239K +10,624 New
10 11 12 13
14

BE Hedge Fund Activity: Q3 2022 in Review

309 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2022, worth a combined $2.76B — up 39% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BE positions and 33 closed out — a net gain of 22 holders — while 112 added to existing stakes and 89 trimmed.

The largest buyer was Vanguard Group, adding an estimated $41.5M. The largest seller was Hartline Investment Corp, exiting entirely with an estimated $16.4M sold.

  • 309 institutional investors held Bloom Energy (BE) as of Q3 2022, up from 291 in Q2 2022.
  • Funds reported $2.76B of Bloom Energy stock for Q3 2022, up 39% quarter-over-quarter.
  • 55 funds opened new Bloom Energy positions in Q3 2022 and 33 closed out, a net change of +22 holders.
  • The largest Bloom Energy buyer in Q3 2022 was Vanguard Group, an estimated $41.5M added.
  • The largest Bloom Energy seller in Q3 2022 was Hartline Investment Corp, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2022.