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Bloom Energy
BE

159 hedge funds and large institutions have $342M invested in Bloom Energy in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more capital invested

Capital invested by funds: $151M → $342M (+$192M)

5% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 40

1% less funds holding

Funds holding: 161 → 159 (-2)

6.07% less ownership

Funds ownership: 66.64% → 60.56% (-6.1%)

24% less call options, than puts

Call options by funds: $3.33M | Put options by funds: $4.41M

25% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 53

Holders
159
Holders Change
-2
Holders Change %
-1.24%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
40
Reduced
53
Closed
40
Calls
$3.33M
Puts
$4.41M
Net Calls
-$1.07M
Net Calls Change
-$3.28M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$40.2M
2
Renaissance Technologies
Renaissance Technologies
New York
+$15.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$6.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.77M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$11.5M
2
Millennium Management
Millennium Management
New York
-$8.49M
3
Morgan Stanley
Morgan Stanley
New York
-$4.34M
4
ClearBridge Investments
ClearBridge Investments
New York
-$4.18M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Group One Trading
51
Group One Trading
Illinois
$674K +$437K +90,204 New
FFA
52
First Foundation Advisors
California
$662K -$318K -65,584 -43%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$634K – – –
First Trust Advisors
54
First Trust Advisors
Illinois
$610K +$64.2K +13,238 +19%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$606K -$700K -144,465 -64%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$587K +$4.22K +871 +1%
RJA
57
Raymond James & Associates
Florida
$577K -$186K -38,438 -33%
WPW
58
Waldron Private Wealth
Pennsylvania
$560K +$242K +50,000 +200%
PP
59
Paloma Partners
Connecticut
$538K +$350K +72,121 New
Primecap Management
60
Primecap Management
California
$527K -$121K -25,000 -26%
TMC
61
Trellus Management Company
Florida
$523K +$339K +70,000 New
Two Sigma Advisers
62
Two Sigma Advisers
New York
$506K -$51.4K -10,600 -14%
Jane Street
63
Jane Street
New York
$478K +$310K +64,028 New
HAIM
64
Hunter Associates Investment Management
Pennsylvania
$473K +$115K +23,800 +60%
Mariner
65
Mariner
Kansas
$446K -$60.1K -12,397 -17%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$444K -$134K -27,721 -32%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$427K +$40.2K +8,293 +17%
QC
68
Quadrature Capital
United Kingdom
$422K +$274K +56,543 New
JMPWA
69
JP Morgan Private Wealth Advisors
California
$402K +$41.4K +8,539 +19%
TAM
70
Tocqueville Asset Management
New York
$401K +$197K +40,600 +310%
ECM
71
ExodusPoint Capital Management
New York
$354K +$230K +47,436 New
RJFSA
72
Raymond James Financial Services Advisors
Florida
$316K +$105K +21,576 +104%
UBS AM
73
UBS AM
Illinois
$312K +$31.7K +6,531 +19%
PWM
74
Paulson Wealth Management
Illinois
$311K – – –
TD Asset Management
75
TD Asset Management
Ontario, Canada
$307K +$28.1K +5,800 +16%
1 2
3
4 5

BE Hedge Fund Activity: Q4 2019 in Review

159 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2019, worth a combined $342M — up 127% from $151M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BE and 38 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 40 added.

The largest buyer was Ameriprise, adding an estimated $40.2M. The largest seller was Alberta Investment Management Corp (AIMCo), exiting entirely with an estimated $11.5M sold.

  • 159 institutional investors held Bloom Energy (BE) as of Q4 2019, down from 161 in Q3 2019.
  • Funds reported $342M of Bloom Energy stock for Q4 2019, up 127% quarter-over-quarter.
  • 38 funds opened new Bloom Energy positions in Q4 2019 and 40 closed out, a net change of -2 holders.
  • The largest Bloom Energy buyer in Q4 2019 was Ameriprise, an estimated $40.2M added.
  • The largest Bloom Energy seller in Q4 2019 was Alberta Investment Management Corp (AIMCo), an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2019.