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Bloom Energy
BE

178 hedge funds and large institutions have $646M invested in Bloom Energy in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more capital invested

Capital invested by funds: $263M → $646M (+$383M)

124% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 21

62% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 37

16% more funds holding

Funds holding: 154 → 178 (+24)

3.28% less ownership

Funds ownership: 66.67% → 63.39% (-3.3%)

16% less call options, than puts

Call options by funds: $19.5M | Put options by funds: $23.2M

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
60
Reduced
37
Closed
21
Calls
$19.5M
Puts
$23.2M
Net Calls
-$3.67M
Net Calls Change
-$2.45M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$11.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$10.5M
3
PP
PDT Partners
New York
+$9.29M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.77M
5
HIC
Hartline Investment Corp
Illinois
+$5.12M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$3.97M
2
Millennium Management
Millennium Management
New York
-$3.53M
3
Northern Trust
Northern Trust
Illinois
-$2.76M
4
GAM
Gotham Asset Management
New York
-$1.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$872K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$508K -$269K -34,449 -42%
ECM
77
ExodusPoint Capital Management
New York
$479K +$257K +32,916 +297%
Walleye Capital
78
Walleye Capital
New York
$437K +$313K +40,125 New
Walleye Trading
79
Walleye Trading
New York
$430K +$309K +39,557 New
MIM
80
MetLife Investment Management
New Jersey
$430K +$85K +10,880 +38%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$425K +$25K +3,196 +9%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$425K +$114K +14,599 +39%
Victory Capital Management
83
Victory Capital Management
Texas
$418K +$252K +32,312 +527%
PP
84
Paloma Partners
Connecticut
$395K +$283K +36,301 New
BF
85
BOK Financial
Oklahoma
$381K +$273K +35,000 New
PHK
86
Point72 Hong Kong
Hong Kong
$379K +$272K +34,801 New
SWRP
87
Summit Wealth & Retirement Planning
California
$373K -$7.42K -950 -3%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$372K -$872K -111,624 -77%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$360K +$258K +33,098 New
APG Asset Management
90
APG Asset Management
Netherlands
$345K +$278K +35,600 New
SSWM
91
Sheets Smith Wealth Management
North Carolina
$342K -$20.8K -2,665 -8%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$333K +$248K +31,765 New
Creative Planning
93
Creative Planning
Kansas
$332K -$2.3K -294 -1%
AC
94
Athanor Capital
New York
$324K +$233K +29,790 New
FAAS
95
First Allied Advisory Services
California
$322K +$37.9K +4,856 +20%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$321K +$15.2K +1,942 +7%
HighTower Advisors
97
HighTower Advisors
Illinois
$309K – – –
Jacobs Levy Equity Management
98
Jacobs Levy Equity Management
New Jersey
$300K – – –
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$297K +$53.8K +6,888 +34%
BFA
100
Bragg Financial Advisors
North Carolina
$293K – – –
2 3
4
5 6

BE Hedge Fund Activity: Q2 2020 in Review

178 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2020, worth a combined $646M — up 146% from $263M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BE positions and 21 closed out — a net gain of 26 holders — while 60 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $11.7M. The largest seller was Renaissance Technologies, cutting an estimated $3.97M.

  • 178 institutional investors held Bloom Energy (BE) as of Q2 2020, up from 154 in Q1 2020.
  • Funds reported $646M of Bloom Energy stock for Q2 2020, up 146% quarter-over-quarter.
  • 47 funds opened new Bloom Energy positions in Q2 2020 and 21 closed out, a net change of +26 holders.
  • The largest Bloom Energy buyer in Q2 2020 was BlackRock, an estimated $11.7M added.
  • The largest Bloom Energy seller in Q2 2020 was Renaissance Technologies, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2020.