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Bloom Energy

204 hedge funds and large institutions have $1.48B invested in Bloom Energy in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 72 increasing their positions, 45 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more capital invested

Capital invested by funds: $646M → $1.48B (+$839M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

95% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $21.2M

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

60% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 45

17.29% more ownership

Funds ownership: 63.39%80.68% (+17%)

15% more funds holding

Funds holding: 178204 (+26)

Holders
204
Holders Change
+26
Holders Change %
+14.61%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
54
Increased
72
Reduced
45
Closed
28
Calls
$41.4M
Puts
$21.2M
Net Calls
+$20.2M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
101
Victory Capital Management
Texas
$672K -$15.9K -1,066 -3%
SEI Investments
102
SEI Investments
Pennsylvania
$665K +$549K +36,783 New
VOYA Investment Management
103
VOYA Investment Management
Georgia
$635K +$87.3K +5,850 +20%
Point72 Asset Management
104
Point72 Asset Management
Connecticut
$627K +$521K +34,913 New
HighTower Advisors
105
HighTower Advisors
Illinois
$622K +$91.1K +6,105 +21%
PP
106
Paloma Partners
Connecticut
$618K -$28.6K -1,918 -5%
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$595K
SWRP
108
Summit Wealth & Retirement Planning
California
$594K -$17.9K -1,197 -3%
FAM
109
Fulcrum Asset Management
United Kingdom
$589K
Squarepoint
110
Squarepoint
New York
$576K +$479K +32,066 New
FAAS
111
First Allied Advisory Services
California
$505K -$21.9K -1,466 -5%
JG
112
Jefferies Group
New York
$503K +$418K +28,000 New
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$490K
Jacobs Levy Equity Management
114
Jacobs Levy Equity Management
New Jersey
$485K -$8.96K -600 -2%
BFA
115
Bragg Financial Advisors
North Carolina
$484K
ASRS
116
Arizona State Retirement System
Arizona
$484K +$173K +11,590 +75%
LPL Financial
117
LPL Financial
California
$474K +$37.1K +2,485 +10%
SC
118
Sculptor Capital
New York
$469K
GAM
119
Gotham Asset Management
New York
$465K -$440K -29,480 -53%
AQR Capital Management
120
AQR Capital Management
Connecticut
$443K +$368K +24,675 New
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$436K +$38.7K +2,590 +12%
VWA
122
V Wealth Advisors
Kansas
$428K +$355K +23,800 New
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$427K +$206K +13,779 +138%
SSWM
124
Sheets Smith Wealth Management
North Carolina
$425K -$116K -7,805 -25%
SIC
125
Salem Investment Counselors
North Carolina
$419K +$347K +23,226 +23,226%

BE Hedge Fund Activity: Q3 2020 in Review

204 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2020, worth a combined $1.48B — up 130% from $646M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BE positions and 28 closed out — a net gain of 26 holders — while 72 added to existing stakes and 45 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $137M. The largest seller was Renaissance Technologies, cutting an estimated $27.4M.

  • 204 institutional investors held Bloom Energy (BE) as of Q3 2020, up from 178 in Q2 2020.
  • Funds reported $1.48B of Bloom Energy stock for Q3 2020, up 130% quarter-over-quarter.
  • 54 funds opened new Bloom Energy positions in Q3 2020 and 28 closed out, a net change of +26 holders.
  • The largest Bloom Energy buyer in Q3 2020 was Canada Pension Plan Investment Board, an estimated $137M added.
  • The largest Bloom Energy seller in Q3 2020 was Renaissance Technologies, an estimated $27.4M sold.

Based on aggregated 13F filings for Q3 2020.