Bloom Energy
302 hedge funds and large institutions have $2.77B invested in Bloom Energy in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 110 increasing their positions, 81 reducing their positions, and 44 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 81
18% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 44
11% more call options, than puts
Call options by funds: $64.1M | Put options by funds: $57.6M
9% more capital invested
Capital invested by funds: $2.54B → $2.77B (+$226M)
1% more funds holding
Funds holding: 298 → 302 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7.95% less ownership
Funds ownership: 78.7% → 70.76% (-7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$17.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.2M |
| 3 |
Millennium Management
New York
|
+$14.9M |
| 4 |
ClearBridge Investments
New York
|
+$13.4M |
| 5 |
Amundi
Paris,
France
|
+$9.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$35.2M |
| 2 |
Morgan Stanley
New York
|
-$22.4M |
| 3 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$14.8M |
| 4 |
Two Sigma Investments
New York
|
-$11.8M |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
-$10.7M |
BE Hedge Fund Activity: Q1 2022 in Review
302 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2022, worth a combined $2.77B — up 8.9% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new BE positions and 44 closed out — a net gain of 8 holders — while 110 added to existing stakes and 81 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $17.8M. The largest seller was UBS AM, cutting an estimated $35.2M.
- 302 institutional investors held Bloom Energy (BE) as of Q1 2022, up from 298 in Q4 2021.
- Funds reported $2.77B of Bloom Energy stock for Q1 2022, up 8.9% quarter-over-quarter.
- 52 funds opened new Bloom Energy positions in Q1 2022 and 44 closed out, a net change of +8 holders.
- The largest Bloom Energy buyer in Q1 2022 was Citadel Advisors, an estimated $17.8M added.
- The largest Bloom Energy seller in Q1 2022 was UBS AM, an estimated $35.2M sold.
Based on aggregated 13F filings for Q1 2022.