Bloom Energy
316 hedge funds and large institutions have $1.94B invested in Bloom Energy in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 95 reducing their positions, and 49 closing their positions.
37% more call options, than puts
Call options by funds: $127M | Put options by funds: $92.4M
11% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 95
8% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 49
0% more funds holding
Funds holding: 315 → 316 (+1)
3.03% less ownership
Funds ownership: 83.73% → 80.7% (-3%)
17% less capital invested
Capital invested by funds: $2.33B → $1.94B (-$386M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$20.7M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$17.5M |
| 3 |
Goldman Sachs
New York
|
+$9M |
| 4 |
JCM
JAT Capital Management
Greenwich,
Connecticut
|
+$8.7M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
+$5.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$30M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$30M |
| 3 |
Millennium Management
New York
|
-$17.6M |
| 4 |
Jane Street
New York
|
-$14.8M |
| 5 |
Two Sigma Investments
New York
|
-$10.3M |
BE Hedge Fund Activity: Q3 2024 in Review
316 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2024, worth a combined $1.94B — down 17% from $2.33B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new BE positions and 49 closed out — a net gain of 4 holders — while 105 added to existing stakes and 95 trimmed.
The largest buyer was Bank of America, adding an estimated $20.7M. The largest seller was Janus Henderson Group, cutting an estimated $30M.
- 316 institutional investors held Bloom Energy (BE) as of Q3 2024, up from 315 in Q2 2024.
- Funds reported $1.94B of Bloom Energy stock for Q3 2024, down 17% quarter-over-quarter.
- 53 funds opened new Bloom Energy positions in Q3 2024 and 49 closed out, a net change of +4 holders.
- The largest Bloom Energy buyer in Q3 2024 was Bank of America, an estimated $20.7M added.
- The largest Bloom Energy seller in Q3 2024 was Janus Henderson Group, an estimated $30M sold.
Based on aggregated 13F filings for Q3 2024.