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Bloom Energy

285 hedge funds and large institutions have $2.79B invested in Bloom Energy in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 59 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 59

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

9% more capital invested

Capital invested by funds: $2.57B → $2.79B (+$226M)

5.99% more ownership

Funds ownership: 66.09%72.08% (+6%)

1% more funds holding

Funds holding: 281285 (+4)

37% less call options, than puts

Call options by funds: $87.1M | Put options by funds: $139M

Holders
285
Holders Change
+4
Holders Change %
+1.42%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
51
Increased
118
Reduced
59
Closed
44
Calls
$87.1M
Puts
$139M
Net Calls
-$52.1M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
101
Millennium Management
New York
$2.07M -$4.3M -177,340 -70%
CL
102
CPWM LLC
Washington
$2.04M -$594K -24,493 -24%
HW
103
Hancock Whitney
Mississippi
$1.96M -$121K -5,000 -6%
BHCM
104
Brevan Howard Capital Management
Jersey
$1.9M
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$1.87M +$467K +19,269 +38%
LSA
106
Leonteq Securities AG
Switzerland
$1.85M +$955K +39,365 +133%
Twin Tree Management
107
Twin Tree Management
Texas
$1.84M -$3.24M -133,389 -66%
Amundi
108
Amundi
France
$1.82M +$1.64M +67,748 New
IAM
109
Iridian Asset Management
Connecticut
$1.81M
Holocene Advisors
110
Holocene Advisors
New York
$1.78M +$1.61M +66,358 New
CSS
111
Cubist Systematic Strategies
Connecticut
$1.64M -$1.86M -76,787 -56%
CCM
112
CAAS Capital Management
New York
$1.61M +$609K +25,109 +72%
SMDAM
113
Sumitomo Mitsui DS Asset Management
Japan
$1.61M +$1.45M +59,936 New
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$1.57M +$619K +25,536 +77%
B
115
Bailard
California
$1.51M
RJFSA
116
Raymond James Financial Services Advisors
Florida
$1.48M +$433K +17,846 +48%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$1.47M +$381K +15,727 +41%
TAM
118
Tocqueville Asset Management
New York
$1.46M -$7.76K -320 -0.6%
LPL Financial
119
LPL Financial
California
$1.45M +$29.9K +1,231 +2%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$1.4M +$49.6K +2,046 +4%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$1.36M +$970K +40,010 +364%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$1.34M +$14.2K +585 +1%
Primecap Management
123
Primecap Management
California
$1.33M -$194K -8,000 -14%
MIM
124
MetLife Investment Management
New Jersey
$1.33M +$346K +14,255 +40%
JMPWA
125
JP Morgan Private Wealth Advisors
California
$1.31M +$740K +30,503 +166%

BE Hedge Fund Activity: Q2 2021 in Review

285 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2021, worth a combined $2.79B — up 8.8% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BE positions and 44 closed out — a net gain of 7 holders — while 118 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 285 institutional investors held Bloom Energy (BE) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $2.79B of Bloom Energy stock for Q2 2021, up 8.8% quarter-over-quarter.
  • 51 funds opened new Bloom Energy positions in Q2 2021 and 44 closed out, a net change of +7 holders.
  • The largest Bloom Energy buyer in Q2 2021 was BlackRock, an estimated $141M added.
  • The largest Bloom Energy seller in Q2 2021 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2021.