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Bloom Energy
BE

Overview Fund Activity

334 hedge funds and large institutions have $2.8B invested in Bloom Energy in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+8
Holders Change %
+2.45%
% of All Funds
5.35%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
55
Increased
106
Reduced
98
Closed
42
Calls
$55.6M
Puts
$63M
Net Calls
-$7.35M
Net Calls Change
-$30.2M

Top Buyers

1
ECA
1
Encompass Capital Advisors
New York
$33.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$333M
3
PIF
3
Public Investment Fund
Saudi Arabia
$21.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$44.1M
5
Ameriprise
5
Ameriprise
Minnesota
$414M

Top Sellers

1
Legal & General Group
1
Legal & General Group
United Kingdom
$3.38M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.21M
3
Victory Capital Management
3
Victory Capital Management
Texas
$25.6M
4
Millennium Management
4
Millennium Management
New York
$7.99M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
126
Banque Cantonale Vaudoise
Switzerland
$1.14M +$64.1K +3,216 +6%
DI
127
Dalton Investments
Nevada
$1.13M +$335K +16,800 +42%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$1.13M -$15.6K -783 -1%
LPL Financial
129
LPL Financial
California
$1.12M +$76.9K +3,856 +7%
WPW
130
Waldron Private Wealth
Pennsylvania
$1.11M +$199K +10,000 +22%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$1.11M – – –
B
132
Bailard
California
$1.09M – – –
FC
133
Family CFO
California
$1.09M -$598K -30,000 -35%
NIM
134
NXG Investment Management
Texas
$1.06M +$482K +24,165 +83%
ASRS
135
Arizona State Retirement System
Arizona
$1.04M +$44.4K +2,230 +4%
URS
136
Utah Retirement Systems
Utah
$1.03M – – –
HSBC Holdings
137
HSBC Holdings
United Kingdom
$1.03M -$1.17M -58,324 -53%
WHG
138
Westwood Holdings Group
Texas
$1.01M +$6.62K +332 +0.7%
CIC
139
Canal Insurance Company
South Carolina
$997K – – –
Primecap Management
140
Primecap Management
California
$989K – – –
CSS
141
Cubist Systematic Strategies
Connecticut
$983K -$8.85M -443,966 -90%
FLPIM
142
F.L. Putnam Investment Management
Massachusetts
$975K – – –
PFS
143
Prospera Financial Services
Texas
$930K -$25.8K -1,297 -3%
Mackenzie Financial
144
Mackenzie Financial
Ontario, Canada
$918K -$276K -13,837 -23%
Russell Investments Group
145
Russell Investments Group
United Kingdom
$888K -$1.2M -60,374 -58%
GSIAS
146
Garden State Investment Advisory Services
New Jersey
$805K +$301K +15,100 +60%
IMC Chicago
147
IMC Chicago
Illinois
$791K +$791K +39,675 New
LCM
148
Legato Capital Management
California
$790K – – –
WG
149
Winton Group
United Kingdom
$763K +$249K +12,480 +48%
Creative Planning
150
Creative Planning
Kansas
$756K -$115K -5,771 -13%
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6
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