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Bloom Energy

291 hedge funds and large institutions have $1.98B invested in Bloom Energy in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $22.2M

24% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 83

3.01% more ownership

Funds ownership: 70.76%73.76% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 302291 (-11)

16% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 45

28% less capital invested

Capital invested by funds: $2.77B → $1.98B (-$785M)

Holders
291
Holders Change
-11
Holders Change %
-3.64%
% of All Funds
4.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
103
Reduced
83
Closed
45
Calls
$36.7M
Puts
$22.2M
Net Calls
+$14.5M
Net Calls Change
+$7.98M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
76
Mutual of America Capital Management
New York
$2.37M -$19.7K -1,077 -0.7%
PCM
77
Penserra Capital Management
California
$2.35M -$2.08M -113,639 -44%
Lazard Asset Management
78
Lazard Asset Management
New York
$2.33M +$2.22M +121,010 +593%
Bessemer Group
79
Bessemer Group
New Jersey
$2.25M
Rafferty Asset Management
80
Rafferty Asset Management
New York
$2.13M -$1.01M -55,129 -30%
EVM
81
Eaton Vance Management
Massachusetts
$2.06M
Russell Investments Group
82
Russell Investments Group
United Kingdom
$2M +$1.07M +58,565 +93%
PP
83
PDT Partners
New York
$1.96M +$505K +27,606 +30%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$1.9M -$529K -28,869 -20%
MGAM
85
McGowan Group Asset Management
Texas
$1.88M -$23.6K -1,290 -1%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$1.87M +$239K +13,067 +13%
FWM
87
Frontier Wealth Management
Missouri
$1.82M -$26.1K -1,426 -1%
LSA
88
L & S Advisors
California
$1.74M +$175K +9,575 +10%
Natixis Advisors
89
Natixis Advisors
Massachusetts
$1.69M +$46.6K +2,547 +3%
FFA
90
First Foundation Advisors
California
$1.68M +$806 +44 +0%
AAP
91
Ardsley Advisory Partners
Connecticut
$1.65M +$1.83M +100,000 New
NWM
92
Nicola Wealth Management
British Columbia, Canada
$1.65M +$1.83M +100,000 New
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$1.64M -$4.61M -252,048 -72%
SC
94
Slow Capital
California
$1.61M +$219K +11,983 +14%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$1.58M -$134K -7,335 -7%
Group One Trading
96
Group One Trading
Illinois
$1.45M +$1.61M +87,921 New
BS
97
Banco Santander
Spain
$1.44M +$1.6M +87,229 New
MIM
98
MetLife Investment Management
New Jersey
$1.4M +$156K +8,520 +11%
DA
99
Duality Advisers
Florida
$1.35M +$1.49M +81,637 New
QC
100
Quaero Capital
Switzerland
$1.33M +$481K +26,285 +48%

BE Hedge Fund Activity: Q2 2022 in Review

291 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2022, worth a combined $1.98B — down 28% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of BE and 38 opened new positions — a net loss of 7 holders — while 83 trimmed existing stakes and 103 added.

The largest buyer was BlackRock, adding an estimated $61M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $23.3M sold.

  • 291 institutional investors held Bloom Energy (BE) as of Q2 2022, down from 302 in Q1 2022.
  • Funds reported $1.98B of Bloom Energy stock for Q2 2022, down 28% quarter-over-quarter.
  • 38 funds opened new Bloom Energy positions in Q2 2022 and 45 closed out, a net change of -7 holders.
  • The largest Bloom Energy buyer in Q2 2022 was BlackRock, an estimated $61M added.
  • The largest Bloom Energy seller in Q2 2022 was Cooper Creek Partners Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2022.