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Bloom Energy

178 hedge funds and large institutions have $646M invested in Bloom Energy in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more capital invested

Capital invested by funds: $263M → $646M (+$383M)

124% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 21

62% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 37

16% more funds holding

Funds holding: 154178 (+24)

3.28% less ownership

Funds ownership: 66.67%63.39% (-3.3%)

16% less call options, than puts

Call options by funds: $19.5M | Put options by funds: $23.2M

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
60
Reduced
37
Closed
21
Calls
$19.5M
Puts
$23.2M
Net Calls
-$3.67M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$3.55M -$394K -50,388 -13%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$3.42M +$377K +48,312 +18%
Barclays
28
Barclays
United Kingdom
$3.37M +$440K +56,313 +22%
CANY
29
Caxton Associates (New York)
New York
$3.36M +$2.41M +308,631 New
FWM
30
Frontier Wealth Management
Missouri
$3.23M -$44.4K -5,679 -2%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$3.01M +$345K +44,117 +19%
Northern Trust
32
Northern Trust
Illinois
$2.86M -$2.76M -354,006 -57%
Goldman Sachs
33
Goldman Sachs
New York
$2.79M +$1.21M +154,547 +152%
UBS AM
34
UBS AM
Illinois
$2.76M +$1.53M +196,351 +345%
JP Morgan Chase
35
JP Morgan Chase
New York
$2.55M +$68K +8,707 +4%
Bank of America
36
Bank of America
North Carolina
$2.51M -$856K -109,575 -32%
Stifel Financial
37
Stifel Financial
Missouri
$2.38M +$1.71M +218,447 New
PPSG
38
Princeton Portfolio Strategies Group
New Jersey
$2.28M +$2.34K +300 +0.1%
OC
39
Oppenheimer & Co
New York
$2.21M +$133K +17,050 +9%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$2.16M +$1.55M +198,286 New
Charles Schwab
41
Charles Schwab
California
$2.06M +$497K +63,613 +51%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$2.05M +$626K +80,158 +74%
First Trust Advisors
43
First Trust Advisors
Illinois
$1.96M +$538K +68,860 +62%
CL
44
CPWM LLC
Washington
$1.9M
KBC Group
45
KBC Group
Belgium
$1.78M +$1.04M +133,559 +446%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.65M +$155K +19,900 +15%
Bessemer Group
47
Bessemer Group
New Jersey
$1.5M
FFA
48
First Foundation Advisors
California
$1.46M
BAM
49
Blueshift Asset Management
New Jersey
$1.43M +$1.03M +131,789 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.4M +$352K +45,024 +54%

BE Hedge Fund Activity: Q2 2020 in Review

178 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2020, worth a combined $646M — up 146% from $263M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BE positions and 21 closed out — a net gain of 26 holders — while 60 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $11.7M. The largest seller was Renaissance Technologies, cutting an estimated $3.97M.

  • 178 institutional investors held Bloom Energy (BE) as of Q2 2020, up from 154 in Q1 2020.
  • Funds reported $646M of Bloom Energy stock for Q2 2020, up 146% quarter-over-quarter.
  • 47 funds opened new Bloom Energy positions in Q2 2020 and 21 closed out, a net change of +26 holders.
  • The largest Bloom Energy buyer in Q2 2020 was BlackRock, an estimated $11.7M added.
  • The largest Bloom Energy seller in Q2 2020 was Renaissance Technologies, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2020.