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Bloom Energy

261 hedge funds and large institutions have $2.66B invested in Bloom Energy in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 22

79% more capital invested

Capital invested by funds: $1.48B → $2.66B (+$1.17B)

51% more call options, than puts

Call options by funds: $97.5M | Put options by funds: $64.8M

28% more funds holding

Funds holding: 204261 (+57)

22% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14.36% less ownership

Funds ownership: 80.68%66.32% (-14%)

Holders
261
Holders Change
+57
Holders Change %
+27.94%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
81
Increased
83
Reduced
68
Closed
22
Calls
$97.5M
Puts
$64.8M
Net Calls
+$32.8M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$20.1M -$307K -14,400 -2%
Allianz Asset Management
27
Allianz Asset Management
Germany
$20M +$1.05M +49,175 +8%
Citadel Advisors
28
Citadel Advisors
Florida
$18.6M +$8.59M +402,270 +164%
Marshall Wace
29
Marshall Wace
United Kingdom
$17.1M +$12.7M +596,119 New
HIC
30
Hartline Investment Corp
Illinois
$16.4M +$369K +17,279 +3%
Deutsche Bank
31
Deutsche Bank
Germany
$15.7M +$10.6M +496,483 +955%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$14.4M +$3.89M +182,439 +57%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$14M +$2.26M +105,727 +28%
Citigroup
34
Citigroup
New York
$13.6M +$8.39M +392,807 +478%
CS
35
Candriam SCA
Luxembourg
$12.4M +$906K +42,447 +11%
Goldman Sachs
36
Goldman Sachs
New York
$11.7M +$6.13M +287,326 +240%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$10.9M -$874K -40,948 -10%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$10.5M +$7.8M +365,519 New
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$10.2M -$189M -8,849,595 -96%
WSCM
40
Wellington Shields Capital Management
New York
$10.2M +$1.65M +77,260 +28%
UBS Group
41
UBS Group
Switzerland
$10.1M +$5.44M +254,925 +265%
Man Group
42
Man Group
United Kingdom
$9.95M +$7.41M +347,108 New
CS
43
Credit Suisse
Switzerland
$9.9M -$8.56M -400,767 -54%
VIM
44
Vancity Investment Management
British Columbia, Canada
$9.7M +$7.22M +338,425 New
AAMU
45
Amundi Asset Management US
Massachusetts
$9.13M +$6.8M +318,362 New
BC
46
Brookfield Corp
Ontario, Canada
$8.86M +$4.65M +217,780 +239%
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$8.73M +$3.21M +150,327 +98%
Millennium Management
48
Millennium Management
New York
$8.54M -$6.62M -310,137 -51%
CCPM
49
Cooper Creek Partners Management
New York
$8.54M +$6.36M +298,000 New
Barclays
50
Barclays
United Kingdom
$8.33M -$3.29M -154,028 -35%

BE Hedge Fund Activity: Q4 2020 in Review

261 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2020, worth a combined $2.66B — up 79% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new BE positions and 22 closed out — a net gain of 59 holders — while 83 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $189M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $189M.

  • 261 institutional investors held Bloom Energy (BE) as of Q4 2020, up from 204 in Q3 2020.
  • Funds reported $2.66B of Bloom Energy stock for Q4 2020, up 79% quarter-over-quarter.
  • 81 funds opened new Bloom Energy positions in Q4 2020 and 22 closed out, a net change of +59 holders.
  • The largest Bloom Energy buyer in Q4 2020 was Fidelity Investments, an estimated $189M added.
  • The largest Bloom Energy seller in Q4 2020 was Canada Pension Plan Investment Board, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2020.