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Bloom Energy

204 hedge funds and large institutions have $1.48B invested in Bloom Energy in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 72 increasing their positions, 45 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more capital invested

Capital invested by funds: $646M → $1.48B (+$839M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

95% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $21.2M

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

60% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 45

17.29% more ownership

Funds ownership: 63.39%80.68% (+17%)

15% more funds holding

Funds holding: 178204 (+26)

Holders
204
Holders Change
+26
Holders Change %
+14.61%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
54
Increased
72
Reduced
45
Closed
28
Calls
$41.4M
Puts
$21.2M
Net Calls
+$20.2M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
76
Intellectus Partners
California
$1.41M +$993K +66,549 +557%
Walleye Capital
77
Walleye Capital
New York
$1.41M +$572K +38,335 +96%
VanEck Associates
78
VanEck Associates
New York
$1.32M +$1.09M +73,256 New
Primecap Management
79
Primecap Management
California
$1.27M
TAM
80
Tocqueville Asset Management
New York
$1.26M +$131K +8,750 +14%
RJA
81
Raymond James & Associates
Florida
$1.24M +$23.2K +1,557 +2%
SEC
82
Seven Eight Capital
New York
$1.2M +$998K +66,848 New
Skandinaviska Enskilda Banken (SEB)
83
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.17M +$974K +65,251 New
AIM
84
Artemis Investment Management
United Kingdom
$1.16M -$6.02M -403,166 -86%
JF
85
Jump Financial
Illinois
$1.13M +$939K +62,900 New
Mariner
86
Mariner
Kansas
$1.11M +$41K +2,750 +5%
EI
87
EAM Investors
California
$1.09M +$904K +60,569 New
JMPWA
88
JP Morgan Private Wealth Advisors
California
$1.08M +$175K +11,746 +24%
AIG
89
American International Group
New York
$953K +$15K +1,007 +2%
Deutsche Bank
90
Deutsche Bank
Germany
$934K +$79.2K +5,304 +11%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$929K
Arrowstreet Capital
92
Arrowstreet Capital
Massachusetts
$808K -$2.29M -153,325 -77%
Creative Planning
93
Creative Planning
Kansas
$808K +$215K +14,395 +47%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$774K +$522K +35,005 +433%
TI
95
Trexquant Investment
Connecticut
$752K +$625K +41,843 New
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$746K +$170K +11,405 +36%
RJFSA
97
Raymond James Financial Services Advisors
Florida
$724K +$226K +15,112 +60%
FSA
98
Financial Sense Advisors
California
$715K +$594K +39,766 New
MIM
99
MetLife Investment Management
New Jersey
$710K
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$679K -$19.2K -1,284 -3%

BE Hedge Fund Activity: Q3 2020 in Review

204 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2020, worth a combined $1.48B — up 130% from $646M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BE positions and 28 closed out — a net gain of 26 holders — while 72 added to existing stakes and 45 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $137M. The largest seller was Renaissance Technologies, cutting an estimated $27.4M.

  • 204 institutional investors held Bloom Energy (BE) as of Q3 2020, up from 178 in Q2 2020.
  • Funds reported $1.48B of Bloom Energy stock for Q3 2020, up 130% quarter-over-quarter.
  • 54 funds opened new Bloom Energy positions in Q3 2020 and 28 closed out, a net change of +26 holders.
  • The largest Bloom Energy buyer in Q3 2020 was Canada Pension Plan Investment Board, an estimated $137M added.
  • The largest Bloom Energy seller in Q3 2020 was Renaissance Technologies, an estimated $27.4M sold.

Based on aggregated 13F filings for Q3 2020.