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Bloom Energy
BE

161 hedge funds and large institutions have $151M invested in Bloom Energy in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $4.39M | Put options by funds: $2.19M

68% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 34

1% less funds holding

Funds holding: 162 → 161 (-1)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

10.53% less ownership

Funds ownership: 77.16% → 66.64% (-11%)

73% less capital invested

Capital invested by funds: $567M → $151M (-$416M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
161
Holders Change
-1
Holders Change %
-0.62%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
57
Reduced
34
Closed
41
Calls
$4.39M
Puts
$2.19M
Net Calls
+$2.21M
Net Calls Change
-$2.57M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$21.3M
2
Millennium Management
Millennium Management
New York
+$16.7M
3
Invesco
Invesco
Georgia
+$8.66M
4
GC
GMT Capital
Georgia
+$5.55M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$5.4M

Top Sellers

Rank Fund Capital Flow
1
BAMCO Inc
BAMCO Inc
New York
-$29.4M
2
SCP
Sandhill Capital Partners
New York
-$20.9M
3
GIP
Granite Investment Partners
California
-$13.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$11.7M
5
EAM
Eagle Asset Management
Florida
-$9.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
51
PDT Partners
New York
$385K +$885K +118,400 New
RJA
52
Raymond James & Associates
Florida
$376K +$7.79K +1,041 +0.9%
Swiss National Bank
53
Swiss National Bank
Switzerland
$330K +$24.7K +3,300 +3%
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$327K +$751K +100,471 New
AAP
55
Ardsley Advisory Partners
Connecticut
$325K +$411K +55,000 +122%
WMSA
56
Weiss Multi-Strategy Advisers
New York
$325K +$523K +70,000 +233%
Primecap Management
57
Primecap Management
California
$311K +$715K +95,600 New
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$283K +$139K +18,648 +27%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$276K – – –
AllianceBernstein
60
AllianceBernstein
Tennessee
$268K +$135K +18,000 +28%
BAM
61
Blueshift Asset Management
New Jersey
$268K +$450K +60,237 +271%
WCM
62
Weld Capital Management
New York
$267K +$615K +82,256 New
Two Sigma Advisers
63
Two Sigma Advisers
New York
$255K +$586K +78,400 New
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$253K +$55.6K +7,439 +11%
MHP
65
Manatuck Hill Partners
Connecticut
$247K – – –
DTL
66
Dynamic Technology Lab
Singapore
$246K +$566K +75,720 New
SG Americas Securities
67
SG Americas Securities
New York
$243K +$559K +74,802 New
Mariner
68
Mariner
Kansas
$234K -$2.72K -364 -0.5%
LOAMU
69
Lombard Odier Asset Management (USA)
New York
$226K – – –
First Trust Advisors
70
First Trust Advisors
Illinois
$223K +$77.4K +10,353 +18%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$223K +$513K +68,582 New
Goldman Sachs
72
Goldman Sachs
New York
$214K +$143K +19,162 +41%
HHAA
73
Henry H. Armstrong Associates
Pennsylvania
$189K – – –
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$184K -$515K -68,926 -55%
CCI
75
Credit Capital Investments
New Jersey
$179K +$224K +30,000 +120%
1 2
3
4 5

BE Hedge Fund Activity: Q3 2019 in Review

161 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2019, worth a combined $151M — down 73% from $567M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of BE and 40 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 57 added.

The largest buyer was Morgan Stanley, adding an estimated $21.3M. The largest seller was BAMCO Inc, exiting entirely with an estimated $29.4M sold.

  • 161 institutional investors held Bloom Energy (BE) as of Q3 2019, down from 162 in Q2 2019.
  • Funds reported $151M of Bloom Energy stock for Q3 2019, down 73% quarter-over-quarter.
  • 40 funds opened new Bloom Energy positions in Q3 2019 and 41 closed out, a net change of -1 holder.
  • The largest Bloom Energy buyer in Q3 2019 was Morgan Stanley, an estimated $21.3M added.
  • The largest Bloom Energy seller in Q3 2019 was BAMCO Inc, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2019.