Bloom Energy
261 hedge funds and large institutions have $2.66B invested in Bloom Energy in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 22 closing their positions.
268% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 22
79% more capital invested
Capital invested by funds: $1.48B → $2.66B (+$1.17B)
51% more call options, than puts
Call options by funds: $97.5M | Put options by funds: $64.8M
28% more funds holding
Funds holding: 204 → 261 (+57)
22% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 68
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
14.36% less ownership
Funds ownership: 80.68% → 66.32% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$189M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$69.8M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$43.7M |
| 4 |
BlackRock
New York
|
+$20.6M |
| 5 |
Morgan Stanley
New York
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$189M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$88M |
| 3 |
Renaissance Technologies
New York
|
-$66.6M |
| 4 |
D.E. Shaw & Co
New York
|
-$24.5M |
| 5 |
Neuberger Berman Group
New York
|
-$8.68M |
BE Hedge Fund Activity: Q4 2020 in Review
261 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2020, worth a combined $2.66B — up 79% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new BE positions and 22 closed out — a net gain of 59 holders — while 83 added to existing stakes and 68 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $189M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $189M.
- 261 institutional investors held Bloom Energy (BE) as of Q4 2020, up from 204 in Q3 2020.
- Funds reported $2.66B of Bloom Energy stock for Q4 2020, up 79% quarter-over-quarter.
- 81 funds opened new Bloom Energy positions in Q4 2020 and 22 closed out, a net change of +59 holders.
- The largest Bloom Energy buyer in Q4 2020 was Fidelity Investments, an estimated $189M added.
- The largest Bloom Energy seller in Q4 2020 was Canada Pension Plan Investment Board, an estimated $189M sold.
Based on aggregated 13F filings for Q4 2020.