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Bloom Energy

204 hedge funds and large institutions have $1.48B invested in Bloom Energy in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 72 increasing their positions, 45 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more capital invested

Capital invested by funds: $646M → $1.48B (+$839M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

95% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $21.2M

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

60% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 45

17.29% more ownership

Funds ownership: 63.39%80.68% (+17%)

15% more funds holding

Funds holding: 178204 (+26)

Holders
204
Holders Change
+26
Holders Change %
+14.61%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
54
Increased
72
Reduced
45
Closed
28
Calls
$41.4M
Puts
$21.2M
Net Calls
+$20.2M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
Frontier Wealth Management
Missouri
$2.88M -$2.04M -136,854 -46%
KBC Group
52
KBC Group
Belgium
$2.77M -$137K -9,200 -6%
Voloridge Investment Management
53
Voloridge Investment Management
Florida
$2.77M +$1.02M +68,227 +79%
MGAM
54
McGowan Group Asset Management
Texas
$2.58M +$2.15M +143,724 New
MCM
55
Moore Capital Management
New York
$2.58M +$2.14M +143,418 New
Bessemer Group
56
Bessemer Group
New Jersey
$2.56M +$65.6K +4,393 +3%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$2.41M +$88.9K +5,955 +5%
FFA
58
First Foundation Advisors
California
$2.41M
Jane Street
59
Jane Street
New York
$2.28M +$215K +14,434 +13%
PPA
60
Parametric Portfolio Associates
Washington
$2.27M +$1.13M +75,417 +148%
Goldman Sachs
61
Goldman Sachs
New York
$2.15M -$2.05M -137,053 -53%
Osaic Holdings
62
Osaic Holdings
Arizona
$1.93M -$135K -9,064 -8%
AllianceBernstein
63
AllianceBernstein
Tennessee
$1.9M -$4.73M -316,715 -75%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$1.8M -$212K -14,210 -12%
HW
65
Hancock Whitney
Mississippi
$1.79M +$1.49M +99,814 New
TRCT
66
Tower Research Capital (TRC)
New York
$1.78M +$1.23M +82,651 +501%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$1.78M +$1.48M +99,074 New
UBS Group
68
UBS Group
Switzerland
$1.73M -$123K -8,241 -8%
IAM
69
Iridian Asset Management
Connecticut
$1.7M -$42.3K -2,831 -3%
DC
70
Davenport & Co
Virginia
$1.67M -$127K -8,500 -8%
BC
71
Brookfield Corp
Ontario, Canada
$1.64M +$1.36M +91,207 New
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1.54M +$519K +34,739 +68%
WPW
73
Waldron Private Wealth
Pennsylvania
$1.52M -$253K -16,940 -17%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$1.5M +$83.6K +5,600 +7%
Citigroup
75
Citigroup
New York
$1.48M +$861K +57,709 +235%

BE Hedge Fund Activity: Q3 2020 in Review

204 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2020, worth a combined $1.48B — up 130% from $646M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BE positions and 28 closed out — a net gain of 26 holders — while 72 added to existing stakes and 45 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $137M. The largest seller was Renaissance Technologies, cutting an estimated $27.4M.

  • 204 institutional investors held Bloom Energy (BE) as of Q3 2020, up from 178 in Q2 2020.
  • Funds reported $1.48B of Bloom Energy stock for Q3 2020, up 130% quarter-over-quarter.
  • 54 funds opened new Bloom Energy positions in Q3 2020 and 28 closed out, a net change of +26 holders.
  • The largest Bloom Energy buyer in Q3 2020 was Canada Pension Plan Investment Board, an estimated $137M added.
  • The largest Bloom Energy seller in Q3 2020 was Renaissance Technologies, an estimated $27.4M sold.

Based on aggregated 13F filings for Q3 2020.