Bloom Energy
76 hedge funds and large institutions have $217M invested in Bloom Energy in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 26 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
39% more call options, than puts
Call options by funds: $1.49M | Put options by funds: $1.07M
12% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 26
3% more funds holding
Funds holding: 74 → 76 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.04% less ownership
Funds ownership: 103.15% → 103.11% (-0.04%)
70% less capital invested
Capital invested by funds: $715M → $217M (-$498M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$16.3M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$10.8M |
| 3 |
BAMCO Inc
New York
|
+$8.74M |
| 4 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$7.51M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$5.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$25.6M |
| 2 |
ECP
Electron Capital Partners
New York
|
-$14.2M |
| 3 |
LCM
Laurion Capital Management
New York
|
-$13.6M |
| 4 |
DP
DSAM Partners
London,
United Kingdom
|
-$11.6M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$10.1M |
BE Hedge Fund Activity: Q4 2018 in Review
76 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2018, worth a combined $217M — down 70% from $715M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new BE positions and 26 closed out — a net gain of 3 holders — while 25 added to existing stakes and 15 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $16.3M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $25.6M sold.
- 76 institutional investors held Bloom Energy (BE) as of Q4 2018, up from 74 in Q3 2018.
- Funds reported $217M of Bloom Energy stock for Q4 2018, down 70% quarter-over-quarter.
- 29 funds opened new Bloom Energy positions in Q4 2018 and 26 closed out, a net change of +3 holders.
- The largest Bloom Energy buyer in Q4 2018 was ClearBridge Investments, an estimated $16.3M added.
- The largest Bloom Energy seller in Q4 2018 was Waddell & Reed Financial, an estimated $25.6M sold.
Based on aggregated 13F filings for Q4 2018.