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Bloom Energy
BE

126 hedge funds and large institutions have $477M invested in Bloom Energy in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 44 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 10

193% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 15

120% more capital invested

Capital invested by funds: $217M → $477M (+$260M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

76% more call options, than puts

Call options by funds: $8.09M | Put options by funds: $4.59M

66% more funds holding

Funds holding: 76 → 126 (+50)

39.4% less ownership

Funds ownership: 103.11% → 63.71% (-39%)

Holders
126
Holders Change
+50
Holders Change %
+65.79%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
60
Increased
44
Reduced
15
Closed
10
Calls
$8.09M
Puts
$4.59M
Net Calls
+$3.5M
Net Calls Change
+$3.08M

Top Buyers

Rank Fund Capital Flow
1
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$64.4M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$22.4M
3
SCP
Sandhill Capital Partners
New York
+$14.4M
4
Goldman Sachs
Goldman Sachs
New York
+$12.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
VH
ValueAct Holdings
California
-$4.49M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$4.15M
3
NPGCU
Napier Park Global Capital (US)
New York
-$2.63M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$1.15M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$994K
Name Holding Trade Value Shares
Change 		Change in
Stake
OTPPB
26
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.01M +$3.8M +310,784 New
SRC
27
Sage Rhino Capital
California
$3.93M +$3.72M +304,275 New
Northern Trust
28
Northern Trust
Illinois
$3.09M +$2.41M +197,460 +471%
Morgan Stanley
29
Morgan Stanley
New York
$2.76M -$301K -24,653 -10%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$2.33M +$2.21M +180,706 New
PE
31
Point72 Europe
United Kingdom
$2.14M +$478K +39,064 +31%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$2.08M +$182K +14,858 +10%
Bank of America
33
Bank of America
North Carolina
$2.02M +$472K +38,579 +33%
Stifel Financial
34
Stifel Financial
Missouri
$1.57M +$166K +13,570 +12%
TEE
35
Tibra Equities Europe
United Kingdom
$1.55M +$1.47M +120,164 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$1.41M +$910K +74,457 +215%
BAAM
37
Baker Avenue Asset Management
California
$1.3M +$1.24M +101,065 New
Norges Bank
38
Norges Bank
Norway
$1.29M – – –
LOAMU
39
Lombard Odier Asset Management (USA)
New York
$1.29M +$917K +75,000 +304%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$1.15M – – –
JMPWA
41
JP Morgan Private Wealth Advisors
California
$1.13M +$895K +73,215 +530%
Squarepoint
42
Squarepoint
New York
$1.09M +$1.03M +84,646 New
Ameriprise
43
Ameriprise
Minnesota
$1.06M +$543K +44,420 +114%
HHAA
44
Henry H. Armstrong Associates
Pennsylvania
$984K +$931K +76,177 New
MHP
45
Manatuck Hill Partners
Connecticut
$982K +$648K +53,000 +230%
William Blair & Company
46
William Blair & Company
Illinois
$780K +$738K +60,396 New
CSS
47
Cubist Systematic Strategies
Connecticut
$770K +$700K +57,236 +2,391%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$765K +$534K +43,675 +280%
PWM
49
Paulson Wealth Management
Illinois
$734K +$695K +56,823 New
EAM
50
Erste Asset Management
Austria
$730K +$122K +10,000 +20%
1
2
3 4 5

BE Hedge Fund Activity: Q1 2019 in Review

126 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2019, worth a combined $477M — up 120% from $217M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BE positions and 10 closed out — a net gain of 50 holders — while 44 added to existing stakes and 15 trimmed.

The largest buyer was Alberta Investment Management Corp (AIMCo), opening a new position worth an estimated $64.4M. The largest seller was ValueAct Holdings, exiting entirely with an estimated $4.49M sold.

  • 126 institutional investors held Bloom Energy (BE) as of Q1 2019, up from 76 in Q4 2018.
  • Funds reported $477M of Bloom Energy stock for Q1 2019, up 120% quarter-over-quarter.
  • 60 funds opened new Bloom Energy positions in Q1 2019 and 10 closed out, a net change of +50 holders.
  • The largest Bloom Energy buyer in Q1 2019 was Alberta Investment Management Corp (AIMCo), an estimated $64.4M added.
  • The largest Bloom Energy seller in Q1 2019 was ValueAct Holdings, an estimated $4.49M sold.

Based on aggregated 13F filings for Q1 2019.