Bloom Energy
328 hedge funds and large institutions have $2.6B invested in Bloom Energy in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 99 reducing their positions, and 34 closing their positions.
76% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 34
53% more call options, than puts
Call options by funds: $66.3M | Put options by funds: $43.4M
13% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 99
6% more funds holding
Funds holding: 309 → 328 (+19)
2.82% less ownership
Funds ownership: 78.33% → 75.51% (-2.8%)
6% less capital invested
Capital invested by funds: $2.76B → $2.6B (-$164M)
80% less funds holding in top 10
Funds holding in top 10: 5 → 1 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$15.2M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$11.3M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$11.3M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$10.7M |
| 5 |
ClearBridge Investments
New York
|
+$9.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$29.1M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$18M |
| 3 |
D.E. Shaw & Co
New York
|
-$14.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$14M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$13.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$103K | -2,805 | Closed |
|
|
EW
352
Evoke Wealth
Los Angeles,
California
| – | -$22K | -1,097 | Closed |
|
|
RA
353
Resolute Advisors
San Francisco,
California
| – | -$16K | -777 | Closed |
|
|
HI
354
Hudock Inc
Williamsport,
Pennsylvania
| – | -$11K | -562 | Closed |
|
|
DFCM
355
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$5K | -233 | Closed |
|
|
AIP
356
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$4K | -200 | Closed |
|
|
AWM
357
Abound Wealth Management
Franklin,
Tennessee
| – | -$3K | -150 | Closed |
|
358
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2K | -100 | Closed |
|
359
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$2K | -84 | Closed |
|
|
C
360
Covestor
London,
United Kingdom
| – | -$20 | -1 | -7% |
|
|
SFG
361
Steward Financial Group
Colleyville,
Texas
| – | +$393 | +20 | New |
|
BE Hedge Fund Activity: Q4 2022 in Review
328 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2022, worth a combined $2.6B — down 5.9% from $2.76B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new BE positions and 34 closed out — a net gain of 26 holders — while 112 added to existing stakes and 99 trimmed.
The largest buyer was Millennium Management, adding an estimated $15.2M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $29.1M sold.
- 328 institutional investors held Bloom Energy (BE) as of Q4 2022, up from 309 in Q3 2022.
- Funds reported $2.6B of Bloom Energy stock for Q4 2022, down 5.9% quarter-over-quarter.
- 60 funds opened new Bloom Energy positions in Q4 2022 and 34 closed out, a net change of +26 holders.
- The largest Bloom Energy buyer in Q4 2022 was Millennium Management, an estimated $15.2M added.
- The largest Bloom Energy seller in Q4 2022 was Discovery Capital Management, an estimated $29.1M sold.
Based on aggregated 13F filings for Q4 2022.