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Bloom Energy
BE

76 hedge funds and large institutions have $217M invested in Bloom Energy in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

39% more call options, than puts

Call options by funds: $1.49M | Put options by funds: $1.07M

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

3% more funds holding

Funds holding: 74 → 76 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.04% less ownership

Funds ownership: 103.15% → 103.11% (-0.04%)

70% less capital invested

Capital invested by funds: $715M → $217M (-$498M)

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
25
Reduced
15
Closed
26
Calls
$1.49M
Puts
$1.07M
Net Calls
+$414K
Net Calls Change
+$2.22M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$16.3M
2
EAM
Eagle Asset Management
Florida
+$10.8M
3
BAMCO Inc
BAMCO Inc
New York
+$8.74M
4
CTA
Carillon Tower Advisers
Florida
+$7.51M
5
Invesco
Invesco
Georgia
+$5.39M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
-$25.6M
2
ECP
Electron Capital Partners
New York
-$14.2M
3
LCM
Laurion Capital Management
New York
-$13.6M
4
DP
DSAM Partners
United Kingdom
-$11.6M
5
AAMU
Amundi Asset Management US
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECP
76
Electron Capital Partners
New York
– -$14.2M -417,943 Closed
LCM
77
Laurion Capital Management
New York
– -$13.6M -400,000 Closed
DP
78
DSAM Partners
United Kingdom
– -$11.6M -340,782 Closed
AAMU
79
Amundi Asset Management US
Massachusetts
– -$10.1M -296,575 Closed
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
– -$7.56M -221,924 Closed
OAM
81
Oxford Asset Management
United Kingdom
– -$5.02M -148,452 Closed
ACM
82
Axel Capital Management
New York
– -$4.96M -145,398 Closed
DCM
83
Driehaus Capital Management
Illinois
– -$4.24M -124,287 Closed
LCM
84
Landscape Capital Management
New Jersey
– -$3.8M -111,403 Closed
First Trust Advisors
85
First Trust Advisors
Illinois
– -$2.31M -67,788 Closed
GGHC
86
Gilder Gagnon Howe & Co
New York
– -$1.93M -56,696 Closed
WAM
87
Wolverine Asset Management
Illinois
– -$1.36M -40,000 Closed
MCM
88
Marsico Capital Management
Colorado
– -$988K -28,984 Closed
DIM
89
DC Investments Management
Virginia
– -$818K -24,000 Closed
KFA
90
Krane Funds Advisors
New York
– -$429K -12,582 Closed
AA
91
AQR Arbitrage
Connecticut
– -$341K -10,000 Closed
PAA
92
Peregrine Asset Advisers
Oregon
– -$313K -9,195 Closed
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
– -$303K -8,877 Closed
Charles Schwab
94
Charles Schwab
California
– -$208K -6,100 Closed
Victory Capital Management
95
Victory Capital Management
Texas
– -$108K -3,162 Closed
Citigroup
96
Citigroup
New York
– -$26K -766 Closed
FANJ
97
Financial Architects (New Jersey)
New Jersey
– -$17K -500 Closed
Group One Trading
98
Group One Trading
Illinois
– -$9.66K -500 Closed
SPIA
99
Steward Partners Investment Advisory
New York
– -$17K -500 Closed
CCA
100
Catalyst Capital Advisors
New York
– -$4K -120 Closed
1 2 3
4
5

BE Hedge Fund Activity: Q4 2018 in Review

76 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2018, worth a combined $217M — down 70% from $715M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BE positions and 26 closed out — a net gain of 3 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $16.3M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $25.6M sold.

  • 76 institutional investors held Bloom Energy (BE) as of Q4 2018, up from 74 in Q3 2018.
  • Funds reported $217M of Bloom Energy stock for Q4 2018, down 70% quarter-over-quarter.
  • 29 funds opened new Bloom Energy positions in Q4 2018 and 26 closed out, a net change of +3 holders.
  • The largest Bloom Energy buyer in Q4 2018 was ClearBridge Investments, an estimated $16.3M added.
  • The largest Bloom Energy seller in Q4 2018 was Waddell & Reed Financial, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2018.