Bloom Energy
292 hedge funds and large institutions have $1.95B invested in Bloom Energy in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 90 reducing their positions, and 50 closing their positions.
21% more call options, than puts
Call options by funds: $95.2M | Put options by funds: $78.7M
9% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 90
3% less funds holding
Funds holding: 300 → 292 (-8)
3.17% less ownership
Funds ownership: 80.29% → 77.11% (-3.2%)
12% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 50
27% less capital invested
Capital invested by funds: $2.66B → $1.95B (-$705M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$69.6M |
| 2 |
PIF
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
+$24.1M |
| 3 |
CC
Covalis Capital
London,
United Kingdom
|
+$19.7M |
| 4 |
Two Sigma Investments
New York
|
+$15.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$68.5M |
| 2 |
Coatue Management
New York
|
-$65.7M |
| 3 |
BlackRock
New York
|
-$19.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.6M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$15.3M |
BE Hedge Fund Activity: Q1 2024 in Review
292 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2024, worth a combined $1.95B — down 27% from $2.66B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of BE and 44 opened new positions — a net loss of 6 holders — while 90 trimmed existing stakes and 98 added.
The largest buyer was Ameriprise, adding an estimated $69.6M. The largest seller was Morgan Stanley, cutting an estimated $68.5M.
- 292 institutional investors held Bloom Energy (BE) as of Q1 2024, down from 300 in Q4 2023.
- Funds reported $1.95B of Bloom Energy stock for Q1 2024, down 27% quarter-over-quarter.
- 44 funds opened new Bloom Energy positions in Q1 2024 and 50 closed out, a net change of -6 holders.
- The largest Bloom Energy buyer in Q1 2024 was Ameriprise, an estimated $69.6M added.
- The largest Bloom Energy seller in Q1 2024 was Morgan Stanley, an estimated $68.5M sold.
Based on aggregated 13F filings for Q1 2024.