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Bloom Energy

316 hedge funds and large institutions have $1.94B invested in Bloom Energy in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 95 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $127M | Put options by funds: $92.4M

11% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 95

8% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 49

0% more funds holding

Funds holding: 315316 (+1)

3.03% less ownership

Funds ownership: 83.73%80.7% (-3%)

17% less capital invested

Capital invested by funds: $2.33B → $1.94B (-$386M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
316
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
53
Increased
105
Reduced
95
Closed
49
Calls
$127M
Puts
$92.4M
Net Calls
+$34.3M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DG
26
DigitalBridge Group
Florida
$14.2M +$2.16M +181,894 +16%
Barclays
27
Barclays
United Kingdom
$13.4M +$1.66M +140,233 +12%
ECP
28
Electron Capital Partners
New York
$13.3M -$1.58M -133,080 -10%
UBS Group
29
UBS Group
Switzerland
$12M +$1.72M +144,835 +15%
Handelsbanken Fonder
30
Handelsbanken Fonder
Sweden
$11.1M
Nomura Holdings
31
Nomura Holdings
Japan
$10.2M +$151K +12,762 +1%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$10M +$1.22M +102,468 +12%
First Trust Advisors
33
First Trust Advisors
Illinois
$9.69M +$1.3M +109,571 +14%
Verition Fund Management
34
Verition Fund Management
Connecticut
$9.69M +$2.21M +186,192 +25%
PA
35
Pinnacle Associates
New York
$8.57M -$3.45M -290,607 -33%
Squarepoint
36
Squarepoint
New York
$8.33M -$114K -9,634 -1%
AIM
37
Artemis Investment Management
United Kingdom
$7.8M +$1.49M +125,757 +21%
AT
38
Avalon Trust
New Mexico
$7.67M +$5.44M +458,641 +172%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$7.34M -$7.37M -621,000 -47%
Invesco
40
Invesco
Georgia
$7.31M +$858K +72,298 +12%
DekaBank Deutsche Girozentrale
41
DekaBank Deutsche Girozentrale
Germany
$6.73M -$2.22M -187,008 -23%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$6.43M -$1.95M -164,290 -21%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$6.36M +$5.25M +442,477 +278%
Deutsche Bank
44
Deutsche Bank
Germany
$6.24M +$528K +44,471 +8%
VanEck Associates
45
VanEck Associates
New York
$5.98M +$908K +76,536 +13%
OCMH
46
Oxbow Capital Management (HK)
Hong Kong
$5.93M -$100K -8,465 -1%
N
47
Nuveen
North Carolina
$5.61M
Vontobel Holding
48
Vontobel Holding
Switzerland
$5.57M -$1.58M -133,488 -20%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$5.14M -$16.8K -1,417 -0.3%
ECM
50
ExodusPoint Capital Management
New York
$5.06M +$5.68M +478,875 New

BE Hedge Fund Activity: Q3 2024 in Review

316 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2024, worth a combined $1.94B — down 17% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BE positions and 49 closed out — a net gain of 4 holders — while 105 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $20.7M. The largest seller was Janus Henderson Group, cutting an estimated $30M.

  • 316 institutional investors held Bloom Energy (BE) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $1.94B of Bloom Energy stock for Q3 2024, down 17% quarter-over-quarter.
  • 53 funds opened new Bloom Energy positions in Q3 2024 and 49 closed out, a net change of +4 holders.
  • The largest Bloom Energy buyer in Q3 2024 was Bank of America, an estimated $20.7M added.
  • The largest Bloom Energy seller in Q3 2024 was Janus Henderson Group, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2024.