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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
OC
126
Oppenheimer & Co
New York
$1.28M +$43.8K +1,805 +4%
Citigroup
127
Citigroup
New York
$1.24M +$390K +16,085 +54%
ASRS
128
Arizona State Retirement System
Arizona
$1.05M +$70.7K +2,917 +8%
VFM
129
Viking Fund Management
North Dakota
$1.02M +$97K +4,000 +12%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$1.02M +$285K +11,750 +45%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$1M -$4.24M -174,808 -82%
SCA
132
Spearhead Capital Advisors
Florida
$1M +$903K +37,243 New
DAM
133
Doheny Asset Management
California
$984K -$608K -25,080 -41%
ProShare Advisors
134
ProShare Advisors
Maryland
$971K +$300K +12,383 +52%
AQR Capital Management
135
AQR Capital Management
Connecticut
$936K -$249K -10,250 -23%
WPW
136
Waldron Private Wealth
Pennsylvania
$914K +$2.23K +92 +0.3%
Victory Capital Management
137
Victory Capital Management
Texas
$895K -$22K -906 -3%
Creative Planning
138
Creative Planning
Kansas
$887K -$37.4K -1,543 -4%
IP
139
Intellectus Partners
California
$832K -$24.9K -1,025 -3%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$813K +$488K +20,113 +230%
BFA
141
Bragg Financial Advisors
North Carolina
$766K
KA
142
Kercheville Advisors
Texas
$740K -$466K -19,198 -41%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$733K +$38.5K +1,586 +6%
QT
144
Quantbot Technologies
New York
$715K +$224K +9,252 +53%
AB
145
Amalgamated Bank
New York
$707K +$339K +13,960 +113%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$691K -$11.5M -473,842 -95%
CA
147
Clearstead Advisors
Ohio
$670K +$42.4K +1,750 +8%
BAM
148
Blueshift Asset Management
New Jersey
$644K +$581K +23,975 New
HighTower Advisors
149
HighTower Advisors
Illinois
$623K +$70.6K +2,910 +14%
VWA
150
V Wealth Advisors
Kansas
$602K -$12.1K -500 -2%

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.