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Bloom Energy
BE

76 hedge funds and large institutions have $217M invested in Bloom Energy in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

39% more call options, than puts

Call options by funds: $1.49M | Put options by funds: $1.07M

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

3% more funds holding

Funds holding: 74 → 76 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.04% less ownership

Funds ownership: 103.15% → 103.11% (-0.04%)

70% less capital invested

Capital invested by funds: $715M → $217M (-$498M)

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
25
Reduced
15
Closed
26
Calls
$1.49M
Puts
$1.07M
Net Calls
+$414K
Net Calls Change
+$2.22M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$16.3M
2
EAM
Eagle Asset Management
Florida
+$10.8M
3
BAMCO Inc
BAMCO Inc
New York
+$8.74M
4
CTA
Carillon Tower Advisers
Florida
+$7.51M
5
Invesco
Invesco
Georgia
+$5.39M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
-$25.6M
2
ECP
Electron Capital Partners
New York
-$14.2M
3
LCM
Laurion Capital Management
New York
-$13.6M
4
DP
DSAM Partners
United Kingdom
-$11.6M
5
AAMU
Amundi Asset Management US
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TD Asset Management
26
TD Asset Management
Ontario, Canada
$887K -$251K -13,000 -13%
WMSA
27
Weiss Multi-Strategy Advisers
New York
$649K +$1.26M +65,000 New
Deutsche Bank
28
Deutsche Bank
Germany
$623K +$527K +27,295 +77%
JP Morgan Chase
29
JP Morgan Chase
New York
$582K +$10.8K +559 +1%
Citadel Advisors
30
Citadel Advisors
Florida
$582K +$1.13M +58,330 New
FWM
31
Frontier Wealth Management
Missouri
$570K +$116K +6,024 +12%
AR
32
Advisory Research
Illinois
$563K -$486K -25,174 -31%
EAM
33
Erste Asset Management
Austria
$548K +$966K +50,000 New
Marshall Wace
34
Marshall Wace
United Kingdom
$469K +$907K +46,926 New
Northern Trust
35
Northern Trust
Illinois
$418K -$896K -46,401 -53%
Ameriprise
36
Ameriprise
Minnesota
$388K +$29K +1,500 +4%
SSA
37
Schonfeld Strategic Advisors
New York
$381K +$738K +38,200 New
Baird Financial Group
38
Baird Financial Group
Wisconsin
$345K +$667K +34,551 New
MWNA
39
Marshall Wace North America
New York
$318K -$158K -8,159 -20%
RJA
40
Raymond James & Associates
Florida
$312K +$275K +14,212 +83%
UBS Group
41
UBS Group
Switzerland
$291K -$647K -33,505 -53%
Millennium Management
42
Millennium Management
New York
$290K +$292K +15,127 +109%
OWD
43
Osborn Williams & Donohoe
Ohio
$289K +$237K +12,250 +73%
LOAMU
44
Lombard Odier Asset Management (USA)
New York
$246K +$90.3K +4,675 +23%
MHP
45
Manatuck Hill Partners
Connecticut
$230K +$444K +23,000 New
Goldman Sachs
46
Goldman Sachs
New York
$182K +$353K +18,273 New
FFA
47
First Foundation Advisors
California
$180K +$348K +18,000 New
State Street
48
State Street
Massachusetts
$176K +$153K +7,900 +81%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$155K -$13.7K -710 -4%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$138K +$267K +13,827 New
1
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3 4 5

BE Hedge Fund Activity: Q4 2018 in Review

76 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2018, worth a combined $217M — down 70% from $715M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BE positions and 26 closed out — a net gain of 3 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $16.3M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $25.6M sold.

  • 76 institutional investors held Bloom Energy (BE) as of Q4 2018, up from 74 in Q3 2018.
  • Funds reported $217M of Bloom Energy stock for Q4 2018, down 70% quarter-over-quarter.
  • 29 funds opened new Bloom Energy positions in Q4 2018 and 26 closed out, a net change of +3 holders.
  • The largest Bloom Energy buyer in Q4 2018 was ClearBridge Investments, an estimated $16.3M added.
  • The largest Bloom Energy seller in Q4 2018 was Waddell & Reed Financial, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2018.