Bloom Energy
126 hedge funds and large institutions have $477M invested in Bloom Energy in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 44 increasing their positions, 15 reducing their positions, and 10 closing their positions.
500% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 10
193% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 15
120% more capital invested
Capital invested by funds: $217M → $477M (+$260M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
76% more call options, than puts
Call options by funds: $8.09M | Put options by funds: $4.59M
66% more funds holding
Funds holding: 76 → 126 (+50)
39.4% less ownership
Funds ownership: 103.11% → 63.71% (-39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$64.4M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$22.4M |
| 3 |
SCP
Sandhill Capital Partners
Buffalo,
New York
|
+$14.4M |
| 4 |
Goldman Sachs
New York
|
+$12.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$4.49M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$4.15M |
| 3 |
NPGCU
Napier Park Global Capital (US)
New York
|
-$2.63M |
| 4 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$1.15M |
| 5 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$994K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VH
126
ValueAct Holdings
San Francisco,
California
| – | -$4.49M | -250,000 | Closed |
|
|
127
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$1.15M | -104,500 | Closed |
|
|
128
Hudson Bay Capital Management
Stamford,
Connecticut
| – | -$994K | -99,585 | Closed |
|
|
AR
129
Advisory Research
Chicago,
Illinois
| – | -$563K | -56,447 | Closed |
|
130
Cerity Partners
New York
| – | -$113K | -11,310 | Closed |
|
|
NIT
131
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$40K | -3,700 | Closed |
|
|
PCM
132
Prelude Capital Management
New York
| – | -$11.6K | -949 | Closed |
|
|
ER
133
Enlightenment Research
Miami,
Florida
| – | -$5K | -500 | Closed |
|
|
VFA
134
Valeo Financial Advisors
Carmel,
Indiana
| – | +$379 | +31 | New |
|
135
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$428 | +35 | New |
|
BE Hedge Fund Activity: Q1 2019 in Review
126 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2019, worth a combined $477M — up 120% from $217M a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new BE positions and 10 closed out — a net gain of 50 holders — while 44 added to existing stakes and 15 trimmed.
The largest buyer was Alberta Investment Management Corp (AIMCo), opening a new position worth an estimated $64.4M. The largest seller was ValueAct Holdings, exiting entirely with an estimated $4.49M sold.
- 126 institutional investors held Bloom Energy (BE) as of Q1 2019, up from 76 in Q4 2018.
- Funds reported $477M of Bloom Energy stock for Q1 2019, up 120% quarter-over-quarter.
- 60 funds opened new Bloom Energy positions in Q1 2019 and 10 closed out, a net change of +50 holders.
- The largest Bloom Energy buyer in Q1 2019 was Alberta Investment Management Corp (AIMCo), an estimated $64.4M added.
- The largest Bloom Energy seller in Q1 2019 was ValueAct Holdings, an estimated $4.49M sold.
Based on aggregated 13F filings for Q1 2019.