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Bloom Energy

306 hedge funds and large institutions have $2.56B invested in Bloom Energy in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 79 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-28
Holders Change %
-8.38%
% of All Funds
4.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
115
Reduced
79
Closed
59
Calls
$69.5M
Puts
$78.5M
Net Calls
-$8.97M
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Shares
Change %
Mackenzie Financial
126
Mackenzie Financial
Ontario, Canada
$1.13M +$377K +23,103 +50%
BCV
127
Banque Cantonale Vaudoise
Switzerland
$1.11M +$178K +10,891 +19%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$1.07M +$347K +21,255 +48%
RJFSA
129
Raymond James Financial Services Advisors
Florida
$1.04M +$29.1K +1,778 +3%
LPL Financial
130
LPL Financial
California
$1.01M +$84.8K +5,188 +9%
GSIAS
131
Garden State Investment Advisory Services
New Jersey
$984K +$324K +19,800 +49%
PM
132
Plustick Management
Virginia
$981K -$4.09M -250,000 -81%
TAM
133
Tocqueville Asset Management
New York
$980K +$12.3K +750 +1%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$975K
PFS
135
Prospera Financial Services
Texas
$969K +$207K +12,632 +27%
WPW
136
Waldron Private Wealth
Pennsylvania
$913K
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$901K -$27.1K -1,656 -3%
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$895K -$13.1K -800 -1%
JPMPWA
139
J.P. Morgan Private Wealth Advisors
California
$867K -$254K -15,514 -23%
B
140
Bailard
California
$866K -$30.4K -1,860 -3%
URS
141
Utah Retirement Systems
Utah
$849K
ASRS
142
Arizona State Retirement System
Arizona
$840K -$9.32K -570 -1%
Primecap Management
143
Primecap Management
California
$811K
FLPIM
144
F.L. Putnam Investment Management
Massachusetts
$785K -$14.5K -887 -2%
TIMH
145
Tilt Investment Management Holdings
New York
$760K +$268K +16,400 +55%
JGUA
146
John G. Ullman & Associates
New York
$744K -$329K -20,100 -31%
SEC
147
Seven Eight Capital
New York
$734K +$491K +30,046 +202%
BRWA
148
B. Riley Wealth Advisors
Florida
$725K +$725K +44,365 New
Franklin Resources
149
Franklin Resources
California
$704K +$704K +43,043 New
CIA
150
Capital Impact Advisors
Massachusetts
$673K +$181K +11,083 +37%