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Bloom Energy

178 hedge funds and large institutions have $646M invested in Bloom Energy in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more capital invested

Capital invested by funds: $263M → $646M (+$383M)

124% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 21

62% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 37

16% more funds holding

Funds holding: 154178 (+24)

3.28% less ownership

Funds ownership: 66.67%63.39% (-3.3%)

16% less call options, than puts

Call options by funds: $19.5M | Put options by funds: $23.2M

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
60
Reduced
37
Closed
21
Calls
$19.5M
Puts
$23.2M
Net Calls
-$3.67M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
126
Intellectus Partners
California
$130K +$93.4K +11,958 New
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$129K +$53.1K +6,804 +223%
CG
128
CFO4Life Group
Texas
$127K
ProShare Advisors
129
ProShare Advisors
Maryland
$126K +$90.3K +11,564 New
MAFM
130
Mid Atlantic Financial Management
Pennsylvania
$122K +$87.7K +11,235 New
TFGT
131
TS Financial Group (TSFG)
Illinois
$119K +$15.8K +2,026 +23%
IA
132
Independence Advisors
Pennsylvania
$113K
SRC
133
Sage Rhino Capital
California
$113K
HPC
134
HM Payson & Co
Maine
$109K
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$109K
UR
136
USCA RIA
Texas
$109K +$78.1K +10,000 New
PAG
137
Private Advisor Group
New Jersey
$106K +$76.4K +9,783 New
ST
138
Smithfield Trust
Pennsylvania
$92K
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$88K +$20.6K +2,641 +49%
AIP
140
Ameritas Investment Partners
Nebraska
$82K +$20.7K +2,653 +55%
SIM
141
Sonora Investment Management
Arizona
$75K -$7.81K -1,000 -13%
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$63.5K -$104K -13,271 -69%
GI
143
Gradient Investments
Minnesota
$63K +$4.23K +542 +10%
ECM
144
Elgethun Capital Management
South Dakota
$54K -$43.8K -5,612 -53%
MAWCM
145
Mine & Arao Wealth Creation & Management
California
$49K
Canada Life
146
Canada Life
Manitoba, Canada
$39K
APA
147
American Portfolios Advisors
New York
$35.9K
PAM
148
Panagora Asset Management
Massachusetts
$35K -$569K -72,822 -96%
HS
149
Horan Securities
United States
$33K +$23.8K +3,046 New
IA
150
IFP Advisors
Florida
$29K -$7.81K -1,000 -22%

BE Hedge Fund Activity: Q2 2020 in Review

178 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2020, worth a combined $646M — up 146% from $263M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BE positions and 21 closed out — a net gain of 26 holders — while 60 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $11.7M. The largest seller was Renaissance Technologies, cutting an estimated $3.97M.

  • 178 institutional investors held Bloom Energy (BE) as of Q2 2020, up from 154 in Q1 2020.
  • Funds reported $646M of Bloom Energy stock for Q2 2020, up 146% quarter-over-quarter.
  • 47 funds opened new Bloom Energy positions in Q2 2020 and 21 closed out, a net change of +26 holders.
  • The largest Bloom Energy buyer in Q2 2020 was BlackRock, an estimated $11.7M added.
  • The largest Bloom Energy seller in Q2 2020 was Renaissance Technologies, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2020.