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Bloom Energy

370 hedge funds and large institutions have $4.22B invested in Bloom Energy in 2024 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

117% more capital invested

Capital invested by funds: $1.94B → $4.22B (+$2.28B)

105% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 55

51% more call options, than puts

Call options by funds: $433M | Put options by funds: $287M

17% more funds holding

Funds holding: 316370 (+54)

2.36% more ownership

Funds ownership: 80.7%83.06% (+2.4%)

9% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 105

Holders
370
Holders Change
+54
Holders Change %
+17.09%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.09%
New
113
Increased
96
Reduced
105
Closed
55
Calls
$433M
Puts
$287M
Net Calls
+$146M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
376
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.16M -298,854 Closed
MIC
377
Maxi Investments CY
Cyprus
-$2.11M -200,000 Closed
SC
378
Shellback Capital
Massachusetts
-$1.85M -175,300 Closed
BA
379
Bridgewater Associates
Connecticut
-$1.83M -173,115 Closed
HP
380
Harbourvest Partners
Massachusetts
-$1.71M -162,199 Closed
IMC Chicago
381
IMC Chicago
Illinois
-$2.75M -157,173 Closed
ACM
382
Aquatic Capital Management
Illinois
-$1.33M -126,000 Closed
GS
383
GTS Securities
New York
-$1.25M -118,815 Closed
Group One Trading
384
Group One Trading
Illinois
-$1.77M -100,946 Closed
SI
385
Symmetry Investments
Jersey
-$1.03M -97,153 Closed
PM
386
Parametrica Management
Hong Kong
-$785K -74,293 Closed
IEFM
387
IQ EQ Fund Management
Ireland
-$741K -70,198 Closed
LCM
388
Landscape Capital Management
New Jersey
-$698K -66,144 Closed
DC
389
Davenport & Co
Virginia
-$1.05M -60,100 Closed
NAAA
390
New Age Alpha Advisors
New York
-$528K -50,000 Closed
Capital Fund Management (CFM)
391
Capital Fund Management (CFM)
France
-$754K -43,013 Closed
CC
392
Centiva Capital
New York
-$433K -40,966 Closed
SI
393
SCP Investment
California
-$410K -38,800 Closed
Kovitz Investment Group Partners
394
Kovitz Investment Group Partners
Illinois
-$374K -36,353 Closed
JSSH
395
J. Safra Sarasin Holding
-$369K -34,937 Closed
BAM
396
Blueshift Asset Management
New Jersey
-$337K -31,941 Closed
WSCM
397
Wellington Shields Capital Management
New York
-$317K -30,000 Closed
SPA
398
Sherbrooke Park Advisers
New York
-$246K -23,251 Closed
BRWA
399
B. Riley Wealth Advisors
Florida
-$226K -21,404 Closed
UOC
400
UBS O'Connor
Illinois
-$351K -20,000 Closed

BE Hedge Fund Activity: Q4 2024 in Review

370 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2024, worth a combined $4.22B — up 117% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BE positions and 55 closed out — a net gain of 58 holders — while 96 added to existing stakes and 105 trimmed.

The largest buyer was UBS Group, adding an estimated $72.3M. The largest seller was Bank of America, cutting an estimated $60.2M.

  • 370 institutional investors held Bloom Energy (BE) as of Q4 2024, up from 316 in Q3 2024.
  • Funds reported $4.22B of Bloom Energy stock for Q4 2024, up 117% quarter-over-quarter.
  • 113 funds opened new Bloom Energy positions in Q4 2024 and 55 closed out, a net change of +58 holders.
  • The largest Bloom Energy buyer in Q4 2024 was UBS Group, an estimated $72.3M added.
  • The largest Bloom Energy seller in Q4 2024 was Bank of America, an estimated $60.2M sold.

Based on aggregated 13F filings for Q4 2024.