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Bloom Energy

285 hedge funds and large institutions have $2.79B invested in Bloom Energy in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 59 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 59

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

9% more capital invested

Capital invested by funds: $2.57B → $2.79B (+$226M)

5.99% more ownership

Funds ownership: 66.09%72.08% (+6%)

1% more funds holding

Funds holding: 281285 (+4)

37% less call options, than puts

Call options by funds: $87.1M | Put options by funds: $139M

Holders
285
Holders Change
+4
Holders Change %
+1.42%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
51
Increased
118
Reduced
59
Closed
44
Calls
$87.1M
Puts
$139M
Net Calls
-$52.1M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
51
KBC Group
Belgium
$6.41M +$845K +34,858 +17%
DnB Asset Management
52
DnB Asset Management
Norway
$6.4M +$5.78M +238,309 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$6.24M +$90K +3,709 +2%
AllianceBernstein
54
AllianceBernstein
Tennessee
$6.22M +$2.58M +106,564 +85%
AIM
55
Artemis Investment Management
United Kingdom
$5.8M +$5.23M +215,714 New
VanEck Associates
56
VanEck Associates
New York
$5.51M +$2.32M +95,829 +88%
Stifel Financial
57
Stifel Financial
Missouri
$5.48M +$328K +13,532 +7%
Deutsche Bank
58
Deutsche Bank
Germany
$5.44M -$4.64M -191,207 -49%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$5.16M +$1.4M +57,711 +43%
EAM
60
Erste Asset Management
Austria
$5.07M +$653K +26,920 +17%
WSCM
61
Wellington Shields Capital Management
New York
$4.99M -$317K -13,050 -7%
Osaic Holdings
62
Osaic Holdings
Arizona
$4.96M +$1.16M +47,937 +35%
PPSG
63
Princeton Portfolio Strategies Group
New Jersey
$4.82M -$65.5K -2,700 -1%
RJA
64
Raymond James & Associates
Florida
$4.76M +$497K +20,496 +13%
Allianz Asset Management
65
Allianz Asset Management
Germany
$4.7M -$950K -39,159 -18%
Zurich Cantonal Bank
66
Zurich Cantonal Bank
Switzerland
$4.31M +$1.35M +55,697 +53%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
67
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.29M +$3.82M +157,442 +7,150%
Man Group
68
Man Group
United Kingdom
$4.29M -$2.8M -115,645 -42%
VIM
69
Vancity Investment Management
British Columbia, Canada
$4.27M -$4.52M -186,180 -54%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$4.11M +$1.03M +42,554 +39%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$4.06M +$897K +37,000 +32%
ECM
72
ExodusPoint Capital Management
New York
$4.05M +$3.66M +150,717 New
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$3.99M +$1.12M +46,214 +45%
1832 Asset Management
74
1832 Asset Management
Ontario, Canada
$3.87M +$1.94M +80,139 +128%
MOACM
75
Mutual of America Capital Management
New York
$3.76M -$146K -6,014 -4%

BE Hedge Fund Activity: Q2 2021 in Review

285 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2021, worth a combined $2.79B — up 8.8% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BE positions and 44 closed out — a net gain of 7 holders — while 118 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 285 institutional investors held Bloom Energy (BE) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $2.79B of Bloom Energy stock for Q2 2021, up 8.8% quarter-over-quarter.
  • 51 funds opened new Bloom Energy positions in Q2 2021 and 44 closed out, a net change of +7 holders.
  • The largest Bloom Energy buyer in Q2 2021 was BlackRock, an estimated $141M added.
  • The largest Bloom Energy seller in Q2 2021 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2021.