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Bloom Energy
BE

74 hedge funds and large institutions have $715M invested in Bloom Energy in 2018 Q3 according to their latest regulatory filings, with 74 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

103.15% more ownership

Funds ownership: 0% → 103.15% (+103%)

47% less call options, than puts

Call options by funds: $2.06M | Put options by funds: $3.86M

Holders
74
Holders Change
+74
Holders Change %
–
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
74
Increased
–
Reduced
–
Closed
–
Calls
$2.06M
Puts
$3.86M
Net Calls
-$1.81M
Net Calls Change
-$1.81M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$83.9M
2
BAMCO Inc
BAMCO Inc
New York
+$73.4M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$50.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$40.9M
5
ClearBridge Investments
ClearBridge Investments
New York
+$39.4M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
51
Krane Funds Advisors
New York
$429K +$352K +12,582 New
AA
52
AQR Arbitrage
Connecticut
$341K +$280K +10,000 New
State Street
53
State Street
Massachusetts
$330K +$271K +9,700 New
PAA
54
Peregrine Asset Advisers
Oregon
$313K +$257K +9,195 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$303K +$248K +8,877 New
Charles Schwab
56
Charles Schwab
California
$208K +$171K +6,100 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$116K +$95.6K +3,418 New
Victory Capital Management
58
Victory Capital Management
Texas
$108K +$88.4K +3,162 New
Simplex Trading
59
Simplex Trading
Illinois
$55K +$45.2K +1,617 New
AG
60
Advisor Group
Arizona
$47K +$38.9K +1,391 New
TDC
61
Thompson Davis & Co
Virginia
$41K +$33.6K +1,200 New
PA
62
Parallel Advisors
California
$34K +$28K +1,000 New
US Bancorp
63
US Bancorp
Minnesota
$32K +$26.1K +935 New
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$27K +$22.4K +800 New
Citigroup
65
Citigroup
New York
$26K +$21.4K +766 New
FANJ
66
Financial Architects (New Jersey)
New Jersey
$17K +$14K +500 New
Group One Trading
67
Group One Trading
Illinois
$17K +$14K +500 New
SPIA
68
Steward Partners Investment Advisory
New York
$17K +$14K +500 New
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$10K +$8.25K +295 New
CCA
70
Catalyst Capital Advisors
New York
$4K +$3.35K +120 New
Barclays
71
Barclays
United Kingdom
$3K +$2.8K +100 New
BCM
72
Blume Capital Management
California
$3K +$2.8K +100 New
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$1.94K +$1.59K +57 New
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
– +$391 +14 New
1 2
3

BE Hedge Fund Activity: Q3 2018 in Review

74 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2018, worth a combined $715M.

Buyers outnumbered sellers: 74 funds opened new BE positions and 0 closed out — a net gain of 74 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $83.9M.

  • 74 institutional investors held Bloom Energy (BE) as of Q3 2018, up from 0 in Q2 2018.
  • Funds reported $715M of Bloom Energy stock for Q3 2018.
  • 74 funds opened new Bloom Energy positions in Q3 2018 and 0 closed out, a net change of +74 holders.
  • The largest Bloom Energy buyer in Q3 2018 was T. Rowe Price Associates, an estimated $83.9M added.

Based on aggregated 13F filings for Q3 2018.