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Bloom Energy

204 hedge funds and large institutions have $1.48B invested in Bloom Energy in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 72 increasing their positions, 45 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more capital invested

Capital invested by funds: $646M → $1.48B (+$839M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

95% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $21.2M

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

60% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 45

17.29% more ownership

Funds ownership: 63.39%80.68% (+17%)

15% more funds holding

Funds holding: 178204 (+26)

Holders
204
Holders Change
+26
Holders Change %
+14.61%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
54
Increased
72
Reduced
45
Closed
28
Calls
$41.4M
Puts
$21.2M
Net Calls
+$20.2M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
26
Hartline Investment Corp
Illinois
$9.99M -$1.49M -99,603 -15%
Charles Schwab
27
Charles Schwab
California
$9.89M +$5.38M +360,625 +190%
Barclays
28
Barclays
United Kingdom
$7.99M +$2.02M +135,322 +44%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$7.61M +$6.32M +423,662 New
Baird Financial Group
30
Baird Financial Group
Wisconsin
$7.59M +$2.17M +145,617 +53%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$7.58M +$6.09M +408,110 +2,989%
PP
32
PDT Partners
New York
$7.05M -$13.7M -915,351 -70%
CS
33
Candriam SCA
Luxembourg
$7.02M +$5.83M +390,615 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$6.9M +$1.04M +69,592 +22%
Bank of America
35
Bank of America
North Carolina
$6.43M +$1.89M +126,792 +55%
First Trust Advisors
36
First Trust Advisors
Illinois
$6.08M +$2.37M +158,799 +88%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$5.73M -$119K -7,941 -2%
CL
38
CPWM LLC
Washington
$5.58M +$2.03M +135,855 +78%
WSCM
39
Wellington Shields Capital Management
New York
$4.98M +$4.14M +277,064 New
UBS AM
40
UBS AM
Illinois
$4.98M +$354K +23,735 +9%
Citadel Advisors
41
Citadel Advisors
Florida
$4.42M +$3.67M +245,765 New
WSC
42
Wellington Shields & Co
New York
$4.16M +$3.46M +231,572 New
PPSG
43
Princeton Portfolio Strategies Group
New Jersey
$4.03M +$223K +14,950 +7%
Stifel Financial
44
Stifel Financial
Missouri
$3.98M +$42.6K +2,853 +1%
JP Morgan Chase
45
JP Morgan Chase
New York
$3.83M -$118K -7,915 -3%
DekaBank Deutsche Girozentrale
46
DekaBank Deutsche Girozentrale
Germany
$3.67M +$3.33M +222,900 New
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$3.66M +$233K +15,618 +8%
Swiss National Bank
48
Swiss National Bank
Switzerland
$3.64M +$754K +50,500 +33%
OC
49
Oppenheimer & Co
New York
$3.2M -$368K -24,635 -12%
ROTUOC
50
Regents of the University of California
California
$3.15M +$2.62M +175,354 New

BE Hedge Fund Activity: Q3 2020 in Review

204 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2020, worth a combined $1.48B — up 130% from $646M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BE positions and 28 closed out — a net gain of 26 holders — while 72 added to existing stakes and 45 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $137M. The largest seller was Renaissance Technologies, cutting an estimated $27.4M.

  • 204 institutional investors held Bloom Energy (BE) as of Q3 2020, up from 178 in Q2 2020.
  • Funds reported $1.48B of Bloom Energy stock for Q3 2020, up 130% quarter-over-quarter.
  • 54 funds opened new Bloom Energy positions in Q3 2020 and 28 closed out, a net change of +26 holders.
  • The largest Bloom Energy buyer in Q3 2020 was Canada Pension Plan Investment Board, an estimated $137M added.
  • The largest Bloom Energy seller in Q3 2020 was Renaissance Technologies, an estimated $27.4M sold.

Based on aggregated 13F filings for Q3 2020.