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Bloom Energy
BE

336 hedge funds and large institutions have $2.81B invested in Bloom Energy in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 100 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

8% more capital invested

Capital invested by funds: $2.6B → $2.81B (+$212M)

2% more funds holding

Funds holding: 328 → 336 (+8)

6% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 100

1.36% less ownership

Funds ownership: 75.51% → 74.15% (-1.4%)

12% less call options, than puts

Call options by funds: $55.6M | Put options by funds: $63M

Holders
336
Holders Change
+8
Holders Change %
+2.44%
% of All Funds
5.35%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
55
Increased
106
Reduced
100
Closed
42
Calls
$55.6M
Puts
$63M
Net Calls
-$7.35M
Net Calls Change
-$30.2M

Top Buyers

Rank Fund Capital Flow
1
ECA
Encompass Capital Advisors
New York
+$36.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$25.7M
3
PIF
Public Investment Fund
Saudi Arabia
+$23.4M
4
Goldman Sachs
Goldman Sachs
New York
+$17.7M
5
Ameriprise
Ameriprise
Minnesota
+$17.4M

Top Sellers

Rank Fund Capital Flow
1
Legal & General Group
Legal & General Group
United Kingdom
-$23.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$18.9M
3
Victory Capital Management
Victory Capital Management
Texas
-$12.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$10.2M
5
Millennium Management
Millennium Management
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$3.38M -$23.9M -1,093,064 -87%
MOACM
77
Mutual of America Capital Management
New York
$3.27M -$143K -6,524 -4%
HP
78
Harbourvest Partners
Massachusetts
$3.23M – – –
Barclays
79
Barclays
United Kingdom
$3.17M -$85.2K -3,892 -2%
DC
80
Defender Capital
North Carolina
$3.05M -$8.76K -400 -0.3%
ACM
81
Alpha Capital Management
Texas
$2.94M – – –
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$2.89M -$343K -15,651 -10%
QC
83
Quaero Capital
Switzerland
$2.86M +$436K +19,900 +16%
SMDAM
84
Sumitomo Mitsui DS Asset Management
Japan
$2.8M – – –
Allianz Asset Management
85
Allianz Asset Management
Germany
$2.79M +$3.07M +140,221 New
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$2.7M +$906K +41,391 +44%
PCM
87
Penserra Capital Management
California
$2.69M +$267K +12,186 +10%
HLA
88
Hamilton Lane Advisors
Pennsylvania
$2.68M – – –
NWM
89
Nicola Wealth Management
British Columbia, Canada
$2.59M -$657K -30,000 -19%
Jane Street
90
Jane Street
New York
$2.55M -$1.56M -71,291 -36%
DRP
91
Decade Renewable Partners
Texas
$2.54M +$2.79M +127,509 New
BS
92
Banco Santander
Spain
$2.5M +$1.78M +81,450 +186%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$2.44M +$22.6K +1,034 +0.9%
SCM
94
SIR Capital Management
New York
$2.42M +$399K +18,226 +18%
Rafferty Asset Management
95
Rafferty Asset Management
New York
$2.29M +$49.8K +2,275 +2%
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$2.24M – – –
Renaissance Technologies
97
Renaissance Technologies
New York
$2.23M +$2.45M +111,660 New
FFA
98
First Foundation Advisors
California
$2.11M -$460 -21 -0%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$2.07M -$769K -35,131 -25%
MGAM
100
McGowan Group Asset Management
Texas
$2.05M -$165K -7,523 -7%
2 3
4
5 6

BE Hedge Fund Activity: Q1 2023 in Review

336 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2023, worth a combined $2.81B — up 8.2% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BE positions and 42 closed out — a net gain of 13 holders — while 106 added to existing stakes and 100 trimmed.

The largest buyer was Encompass Capital Advisors, opening a new position worth an estimated $36.9M. The largest seller was Legal & General Group, cutting an estimated $23.9M.

  • 336 institutional investors held Bloom Energy (BE) as of Q1 2023, up from 328 in Q4 2022.
  • Funds reported $2.81B of Bloom Energy stock for Q1 2023, up 8.2% quarter-over-quarter.
  • 55 funds opened new Bloom Energy positions in Q1 2023 and 42 closed out, a net change of +13 holders.
  • The largest Bloom Energy buyer in Q1 2023 was Encompass Capital Advisors, an estimated $36.9M added.
  • The largest Bloom Energy seller in Q1 2023 was Legal & General Group, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2023.