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Bloom Energy

370 hedge funds and large institutions have $4.22B invested in Bloom Energy in 2024 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

117% more capital invested

Capital invested by funds: $1.94B → $4.22B (+$2.28B)

105% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 55

51% more call options, than puts

Call options by funds: $433M | Put options by funds: $287M

17% more funds holding

Funds holding: 316370 (+54)

2.36% more ownership

Funds ownership: 80.7%83.06% (+2.4%)

9% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 105

Holders
370
Holders Change
+54
Holders Change %
+17.09%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.09%
New
113
Increased
96
Reduced
105
Closed
55
Calls
$433M
Puts
$287M
Net Calls
+$146M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$30.7M +$12M +685,100 +99%
TA
27
Trivest Advisors
Hong Kong
$30.5M +$24.1M +1,375,000 New
Citadel Advisors
28
Citadel Advisors
Florida
$29.7M +$17M +967,186 +260%
VARA
29
Value Aligned Research Advisors
New Jersey
$28.4M +$22.5M +1,280,849 New
Bank of America
30
Bank of America
North Carolina
$28.3M -$60.2M -3,433,827 -73%
Mirae Asset Global ETFs Holdings
31
Mirae Asset Global ETFs Holdings
Hong Kong
$24.6M -$4.35M -248,122 -18%
Barclays
32
Barclays
United Kingdom
$24M -$3.36M -191,885 -15%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$22.8M +$7.31M +417,120 +68%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$21.4M +$16.9M +964,100 New
Nomura Holdings
35
Nomura Holdings
Japan
$21.2M -$224K -12,783 -1%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$20.9M +$16.5M +939,724 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$20.2M +$11.9M +676,942 +291%
Amundi
38
Amundi
France
$20M -$10.1M -578,334 -41%
Raymond James Financial
39
Raymond James Financial
Florida
$19.6M +$15.5M +883,792 New
Deutsche Bank
40
Deutsche Bank
Germany
$19.5M +$5.06M +288,456 +49%
UBS AM
41
UBS AM
Illinois
$19.3M -$44M -2,511,813 -74%
Squarepoint
42
Squarepoint
New York
$18M +$381K +21,760 +3%
First Trust Advisors
43
First Trust Advisors
Illinois
$16.9M -$2.74M -156,343 -17%
AT
44
Avalon Trust
New Mexico
$16.1M -$29.4K -1,680 -0.2%
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
$15.6M +$12.3M +703,386 New
AllianceBernstein
46
AllianceBernstein
Tennessee
$15.2M +$7.62M +434,919 +173%
DekaBank Deutsche Girozentrale
47
DekaBank Deutsche Girozentrale
Germany
$14.7M
EAM
48
Erste Asset Management
Austria
$14.4M +$4.86M +277,255 +79%
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$13.9M +$10.4M +592,203 +1,795%
Invesco
50
Invesco
Georgia
$13.8M -$1.23M -70,248 -10%

BE Hedge Fund Activity: Q4 2024 in Review

370 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2024, worth a combined $4.22B — up 117% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BE positions and 55 closed out — a net gain of 58 holders — while 96 added to existing stakes and 105 trimmed.

The largest buyer was UBS Group, adding an estimated $72.3M. The largest seller was Bank of America, cutting an estimated $60.2M.

  • 370 institutional investors held Bloom Energy (BE) as of Q4 2024, up from 316 in Q3 2024.
  • Funds reported $4.22B of Bloom Energy stock for Q4 2024, up 117% quarter-over-quarter.
  • 113 funds opened new Bloom Energy positions in Q4 2024 and 55 closed out, a net change of +58 holders.
  • The largest Bloom Energy buyer in Q4 2024 was UBS Group, an estimated $72.3M added.
  • The largest Bloom Energy seller in Q4 2024 was Bank of America, an estimated $60.2M sold.

Based on aggregated 13F filings for Q4 2024.