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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
CGH
326
Crossmark Global Holdings
Texas
– -$190K -12,834 Closed
NAM
327
Nexpoint Asset Management
Texas
– -$178K -12,000 Closed
PG
328
Patten Group
Tennessee
– -$177K -11,959 Closed
AC
329
AXQ Capital
New Jersey
– -$171K -11,587 Closed
NRD
330
Nebula Research & Development
New York
– -$169K -11,392 Closed
IUHSA
331
Itau Unibanco Holding S.A.
Brazil
– -$135K -9,116 Closed
ACM
332
Aquatic Capital Management
Illinois
– -$117K -7,900 Closed
EC
333
EntryPoint Capital
New York
– -$107K -7,207 Closed
CC
334
Centiva Capital
New York
– -$71.4K -4,824 Closed
OP
335
ORG Partners
Indiana
– -$52.5K -3,550 Closed
PVH
336
Psagot Value Holdings
Israel
– -$51K -3,346 Closed
SO
337
STRS Ohio
Ohio
– -$29K -2,000 Closed
BTI
338
Blue Trust Inc
Georgia
– -$3K -210 Closed
MBFW
339
Morton Brown Family Wealth
Pennsylvania
– -$2.22K -150 Closed
GWS
340
Glassman Wealth Services
Virginia
– -$1.63K -110 Closed
PS
341
Planned Solutions
California
– -$977 -66 Closed
C
342
Covestor
United Kingdom
– +$55 +5 +38%
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.