We are live on ! Find out more
BE icon

Bloom Energy
BE

126 hedge funds and large institutions have $477M invested in Bloom Energy in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 44 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 10

193% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 15

120% more capital invested

Capital invested by funds: $217M → $477M (+$260M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

76% more call options, than puts

Call options by funds: $8.09M | Put options by funds: $4.59M

66% more funds holding

Funds holding: 76 → 126 (+50)

39.4% less ownership

Funds ownership: 103.11% → 63.71% (-39%)

Holders
126
Holders Change
+50
Holders Change %
+65.79%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
60
Increased
44
Reduced
15
Closed
10
Calls
$8.09M
Puts
$4.59M
Net Calls
+$3.5M
Net Calls Change
+$3.08M

Top Buyers

Rank Fund Capital Flow
1
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$64.4M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$22.4M
3
SCP
Sandhill Capital Partners
New York
+$14.4M
4
Goldman Sachs
Goldman Sachs
New York
+$12.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
VH
ValueAct Holdings
California
-$4.49M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$4.15M
3
NPGCU
Napier Park Global Capital (US)
New York
-$2.63M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$1.15M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$994K
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
51
Simplex Trading
Illinois
$680K +$607K +49,636 +1,628%
WMSA
52
Weiss Multi-Strategy Advisers
New York
$646K -$183K -15,000 -23%
Millennium Management
53
Millennium Management
New York
$616K +$228K +18,614 +64%
SVCP
54
Silicon Valley Capital Partners
California
$608K +$576K +47,096 New
Mariner
55
Mariner
Kansas
$594K +$562K +45,947 New
FFA
56
First Foundation Advisors
California
$593K +$341K +27,918 +155%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$588K +$556K +45,486 New
UBS Group
58
UBS Group
Switzerland
$528K +$142K +11,627 +40%
SAM
59
Symphony Asset Management
California
$496K +$469K +38,362 New
RJA
60
Raymond James & Associates
Florida
$492K +$83K +6,788 +22%
Wolverine Trading
61
Wolverine Trading
Illinois
$491K +$465K +37,997 New
SWRP
62
Summit Wealth & Retirement Planning
California
$463K +$439K +35,874 New
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$455K +$431K +35,227 New
OWD
64
Osborn Williams & Donohoe
Ohio
$452K +$87K +7,113 +25%
WC
65
Whitnell & Co
Illinois
$413K +$391K +31,967 New
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$412K +$390K +31,926 New
Deutsche Bank
67
Deutsche Bank
Germany
$390K -$395K -32,288 -52%
Creative Planning
68
Creative Planning
Kansas
$382K +$361K +29,536 New
EMG
69
Ellington Management Group
Connecticut
$360K +$341K +27,900 New
FAAS
70
First Allied Advisory Services
California
$354K +$334K +27,326 New
GIM
71
Grassi Investment Management
California
$341K +$322K +26,356 New
WPW
72
Waldron Private Wealth
Pennsylvania
$323K +$306K +25,000 New
Barclays
73
Barclays
United Kingdom
$299K +$222K +18,181 +366%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$289K +$274K +22,392 New
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$281K +$266K +21,782 New
1 2
3
4 5

BE Hedge Fund Activity: Q1 2019 in Review

126 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2019, worth a combined $477M — up 120% from $217M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BE positions and 10 closed out — a net gain of 50 holders — while 44 added to existing stakes and 15 trimmed.

The largest buyer was Alberta Investment Management Corp (AIMCo), opening a new position worth an estimated $64.4M. The largest seller was ValueAct Holdings, exiting entirely with an estimated $4.49M sold.

  • 126 institutional investors held Bloom Energy (BE) as of Q1 2019, up from 76 in Q4 2018.
  • Funds reported $477M of Bloom Energy stock for Q1 2019, up 120% quarter-over-quarter.
  • 60 funds opened new Bloom Energy positions in Q1 2019 and 10 closed out, a net change of +50 holders.
  • The largest Bloom Energy buyer in Q1 2019 was Alberta Investment Management Corp (AIMCo), an estimated $64.4M added.
  • The largest Bloom Energy seller in Q1 2019 was ValueAct Holdings, an estimated $4.49M sold.

Based on aggregated 13F filings for Q1 2019.