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Bloom Energy

315 hedge funds and large institutions have $2.33B invested in Bloom Energy in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 97 increasing their positions, 88 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

25% more call options, than puts

Call options by funds: $110M | Put options by funds: $87.6M

19% more capital invested

Capital invested by funds: $1.95B → $2.33B (+$375M)

10% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 88

8% more funds holding

Funds holding: 292315 (+23)

6.62% more ownership

Funds ownership: 77.11%83.73% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
69
Increased
97
Reduced
88
Closed
43
Calls
$110M
Puts
$87.6M
Net Calls
+$22M
Net Calls Change
+$5.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
101
L & S Advisors
California
$2.05M +$7.86K +617 +0.4%
HP
102
Harbourvest Partners
Massachusetts
$1.99M
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$1.95M +$216K +16,912 +12%
SCM
104
SIR Capital Management
New York
$1.92M +$1.38M +108,100 +223%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$1.91M -$149K -11,676 -7%
NCL
106
Nishkama Capital LLC
Puerto Rico
$1.81M +$1.88M +147,650 New
NWM
107
Nicola Wealth Management
British Columbia, Canada
$1.77M
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$1.76M +$209K +16,433 +13%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$1.76M -$595K -46,697 -25%
RC
110
Roubaix Capital
Colorado
$1.75M +$1.83M +143,186 New
ZCI
111
Zevenbergen Capital Investments
Washington
$1.73M +$1.8M +141,150 New
PCM
112
Penserra Capital Management
California
$1.68M -$697K -54,694 -28%
PCM
113
Prelude Capital Management
New York
$1.62M +$1.69M +132,328 New
MCM
114
MKP Capital Management
New York
$1.6M +$1.67M +131,000 New
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$1.56M +$135K +10,621 +9%
FCM
116
Frontier Capital Management
Massachusetts
$1.47M -$693K -54,343 -31%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$1.47M +$1.53M +119,836 New
TI
118
Tidal Investments
Wisconsin
$1.45M +$1.09M +85,461 +259%
MIM
119
MetLife Investment Management
New Jersey
$1.41M +$169K +13,241 +13%
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.4M +$91.8K +7,205 +7%
PI
121
PEAK6 Investments
Illinois
$1.39M +$767K +60,161 +114%
CF
122
Corebridge Financial
Texas
$1.31M +$1.36M +107,015 New
Citigroup
123
Citigroup
New York
$1.29M +$337K +26,432 +34%
SG Americas Securities
124
SG Americas Securities
New York
$1.29M -$2.28M -179,139 -63%
SPA
125
Sherbrooke Park Advisers
New York
$1.28M +$1.06M +83,150 +389%

BE Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2024, worth a combined $2.33B — up 19% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BE positions and 43 closed out — a net gain of 26 holders — while 97 added to existing stakes and 88 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.2M. The largest seller was BlackRock, cutting an estimated $93.3M.

  • 315 institutional investors held Bloom Energy (BE) as of Q2 2024, up from 292 in Q1 2024.
  • Funds reported $2.33B of Bloom Energy stock for Q2 2024, up 19% quarter-over-quarter.
  • 69 funds opened new Bloom Energy positions in Q2 2024 and 43 closed out, a net change of +26 holders.
  • The largest Bloom Energy buyer in Q2 2024 was Morgan Stanley, an estimated $46.2M added.
  • The largest Bloom Energy seller in Q2 2024 was BlackRock, an estimated $93.3M sold.

Based on aggregated 13F filings for Q2 2024.