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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
SG Americas Securities
76
SG Americas Securities
New York
$3.72M +$79.8K +3,289 +2%
Macquarie Group
77
Macquarie Group
Australia
$3.72M +$3.18M +131,066 +1,755%
Bessemer Group
78
Bessemer Group
New Jersey
$3.71M
EVM
79
Eaton Vance Management
Massachusetts
$3.36M
Rafferty Asset Management
80
Rafferty Asset Management
New York
$3.27M +$1.28M +52,857 +77%
State of New Jersey Common Pension Fund D
81
State of New Jersey Common Pension Fund D
New Jersey
$3.27M +$1.13M +46,789 +62%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$3.23M +$983K +40,525 +51%
LSA
83
L & S Advisors
California
$3.08M +$498K +20,537 +22%
FWM
84
Frontier Wealth Management
Missouri
$3.04M -$498K -20,523 -15%
Simplex Trading
85
Simplex Trading
Illinois
$2.98M +$1.42M +58,662 +112%
WSC
86
Wellington Shields & Co
New York
$2.91M -$121K -5,000 -4%
FFA
87
First Foundation Advisors
California
$2.82M +$70.1K +2,891 +3%
Jane Street
88
Jane Street
New York
$2.74M -$375K -15,451 -13%
Marshall Wace
89
Marshall Wace
United Kingdom
$2.71M +$1.05M +43,103 +75%
MGAM
90
McGowan Group Asset Management
Texas
$2.7M -$126K -5,204 -5%
PPA
91
Parametric Portfolio Associates
Washington
$2.54M +$476K +19,644 +26%
JG
92
Jefferies Group
New York
$2.53M +$1.53M +63,009 +202%
EIM
93
Essex Investment Management
Massachusetts
$2.5M +$2.26M +93,120 New
Natixis Advisors
94
Natixis Advisors
Massachusetts
$2.46M +$1.04M +42,914 +88%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$2.37M -$267K -11,006 -11%
Nomura Holdings
96
Nomura Holdings
Japan
$2.33M +$228K +9,404 +12%
NIM
97
NXG Investment Management
Texas
$2.24M +$1.77M +73,000 +706%
PCM
98
Penserra Capital Management
California
$2.24M +$1.12M +46,088 +124%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.09M +$666K +27,462 +54%
CIC
100
Carnegie Investment Counsel
Ohio
$2.08M -$1.47M -60,815 -44%

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.