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Bloom Energy

291 hedge funds and large institutions have $1.98B invested in Bloom Energy in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $22.2M

24% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 83

3.01% more ownership

Funds ownership: 70.76%73.76% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 302291 (-11)

16% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 45

28% less capital invested

Capital invested by funds: $2.77B → $1.98B (-$785M)

Holders
291
Holders Change
-11
Holders Change %
-3.64%
% of All Funds
4.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
103
Reduced
83
Closed
45
Calls
$36.7M
Puts
$22.2M
Net Calls
+$14.5M
Net Calls Change
+$7.98M
Name Holding Trade Value Shares
Change
Change in
Stake
JGUA
101
John G. Ullman & Associates
New York
$1.33M -$53.1K -2,900 -3%
AIG
102
American International Group
New York
$1.26M +$102K +5,589 +8%
Prudential Financial
103
Prudential Financial
New Jersey
$1.25M -$1.58M -86,445 -56%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$1.24M -$494 -27 -0%
TAM
105
Tocqueville Asset Management
New York
$1.23M +$170K +9,300 +14%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$1.22M +$308K +16,835 +29%
EIM
107
Essex Investment Management
Massachusetts
$1.22M
JMPWA
108
JP Morgan Private Wealth Advisors
California
$1.21M -$17.3K -945 -1%
Verition Fund Management
109
Verition Fund Management
Connecticut
$1.18M -$515K -28,136 -28%
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$1.17M +$620K +33,849 +92%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.09M +$130K +7,099 +12%
Citigroup
112
Citigroup
New York
$1.09M -$7.86K -429 -0.6%
Mitsubishi UFJ Asset Management
113
Mitsubishi UFJ Asset Management
Japan
$1.06M +$964K +52,624 +452%
Victory Capital Management
114
Victory Capital Management
Texas
$1.05M -$143K -7,835 -11%
ECM
115
ExodusPoint Capital Management
New York
$1.03M +$57.5K +3,143 +5%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$1.01M +$112K +6,107 +11%
Mackenzie Financial
117
Mackenzie Financial
Ontario, Canada
$1.01M +$283K +15,481 +34%
LPL Financial
118
LPL Financial
California
$952K -$98.6K -5,385 -9%
Simplex Trading
119
Simplex Trading
Illinois
$938K +$713K +38,960 +217%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$937K -$23.6K -1,287 -2%
B
121
Bailard
California
$930K -$84.2K -4,600 -8%
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$916K
URS
123
Utah Retirement Systems
Utah
$857K
PFS
124
Prospera Financial Services
Texas
$857K +$363K +19,836 +62%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$838K +$21K +1,145 +2%

BE Hedge Fund Activity: Q2 2022 in Review

291 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2022, worth a combined $1.98B — down 28% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of BE and 38 opened new positions — a net loss of 7 holders — while 83 trimmed existing stakes and 103 added.

The largest buyer was BlackRock, adding an estimated $61M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $23.3M sold.

  • 291 institutional investors held Bloom Energy (BE) as of Q2 2022, down from 302 in Q1 2022.
  • Funds reported $1.98B of Bloom Energy stock for Q2 2022, down 28% quarter-over-quarter.
  • 38 funds opened new Bloom Energy positions in Q2 2022 and 45 closed out, a net change of -7 holders.
  • The largest Bloom Energy buyer in Q2 2022 was BlackRock, an estimated $61M added.
  • The largest Bloom Energy seller in Q2 2022 was Cooper Creek Partners Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2022.