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Bloom Energy

178 hedge funds and large institutions have $646M invested in Bloom Energy in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more capital invested

Capital invested by funds: $263M → $646M (+$383M)

124% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 21

62% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 37

16% more funds holding

Funds holding: 154178 (+24)

3.28% less ownership

Funds ownership: 66.67%63.39% (-3.3%)

16% less call options, than puts

Call options by funds: $19.5M | Put options by funds: $23.2M

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
60
Reduced
37
Closed
21
Calls
$19.5M
Puts
$23.2M
Net Calls
-$3.67M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Sculptor Capital
New York
$284K
RJFSA
102
Raymond James Financial Services Advisors
Florida
$274K -$52.7K -6,747 -21%
KFA
103
Krane Funds Advisors
New York
$267K -$55.5K -7,104 -22%
Citigroup
104
Citigroup
New York
$267K +$59K +7,553 +44%
LPL Financial
105
LPL Financial
California
$260K +$47.4K +6,073 +34%
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$236K +$25.8K +3,308 +18%
QT
107
Quantbot Technologies
New York
$233K +$168K +21,460 New
EGM
108
Engineers Gate Manager
New York
$227K +$41.8K +5,353 +34%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$216K
Tudor Investment Corp
110
Tudor Investment Corp
Connecticut
$190K +$136K +17,430 New
TRCT
111
Tower Research Capital (TRC)
New York
$180K +$129K +16,513 New
FCA
112
FLC Capital Advisors
California
$176K +$7.42K +950 +7%
PWM
113
Paulson Wealth Management
Illinois
$174K
Legal & General Group
114
Legal & General Group
United Kingdom
$170K +$51.4K +6,583 +73%
ASRS
115
Arizona State Retirement System
Arizona
$167K -$4.81K -616 -4%
HIIFS
116
Harel Insurance Investments & Financial Services
Israel
$163K +$117K +15,000 New
AG
117
Aperio Group
California
$157K +$113K +14,443 New
NIT
118
NumerixS Investment Technologies
British Columbia, Canada
$153K +$110K +14,100 New
Principal Financial Group
119
Principal Financial Group
Iowa
$150K +$108K +13,794 New
CIBC World Market
120
CIBC World Market
Ontario, Canada
$149K +$107K +13,653 New
AB
121
Amalgamated Bank
New York
$144K +$103K +13,193 New
ABC
122
Associated Banc-Corp
Wisconsin
$140K
IWP
123
Icon Wealth Partners
Texas
$136K -$148K -18,891 -60%
PI
124
PEAK6 Investments
Illinois
$136K +$97.6K +12,501 New
CC
125
Chicago Capital
Illinois
$134K

BE Hedge Fund Activity: Q2 2020 in Review

178 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2020, worth a combined $646M — up 146% from $263M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BE positions and 21 closed out — a net gain of 26 holders — while 60 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $11.7M. The largest seller was Renaissance Technologies, cutting an estimated $3.97M.

  • 178 institutional investors held Bloom Energy (BE) as of Q2 2020, up from 154 in Q1 2020.
  • Funds reported $646M of Bloom Energy stock for Q2 2020, up 146% quarter-over-quarter.
  • 47 funds opened new Bloom Energy positions in Q2 2020 and 21 closed out, a net change of +26 holders.
  • The largest Bloom Energy buyer in Q2 2020 was BlackRock, an estimated $11.7M added.
  • The largest Bloom Energy seller in Q2 2020 was Renaissance Technologies, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2020.