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Bloom Energy

370 hedge funds and large institutions have $4.22B invested in Bloom Energy in 2024 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

117% more capital invested

Capital invested by funds: $1.94B → $4.22B (+$2.28B)

105% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 55

51% more call options, than puts

Call options by funds: $433M | Put options by funds: $287M

17% more funds holding

Funds holding: 316370 (+54)

2.36% more ownership

Funds ownership: 80.7%83.06% (+2.4%)

9% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 105

Holders
370
Holders Change
+54
Holders Change %
+17.09%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.09%
New
113
Increased
96
Reduced
105
Closed
55
Calls
$433M
Puts
$287M
Net Calls
+$146M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
126
L & S Advisors
California
$2.47M -$967K -55,150 -33%
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.45M -$55.7K -3,175 -3%
NWM
128
Nicola Wealth Management
British Columbia, Canada
$2.44M -$1.14M -65,000 -37%
WB
129
WesBanco Bank
West Virginia
$2.38M +$70.1K +4,000 +4%
Pictet Asset Management
130
Pictet Asset Management
Switzerland
$2.35M +$326K +18,603 +21%
CF
131
Corebridge Financial
Texas
$2.22M -$113K -6,428 -6%
PFS
132
Prospera Financial Services
Texas
$2.06M -$7.41K -423 -0.5%
FLPIM
133
F.L. Putnam Investment Management
Massachusetts
$2.04M -$1.31M -74,728 -45%
EGM
134
Engineers Gate Manager
New York
$1.98M +$1.56M +89,181 New
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$1.96M -$1.38M -78,722 -47%
Janus Henderson Group
136
Janus Henderson Group
United Kingdom
$1.91M
Comerica Bank
137
Comerica Bank
Texas
$1.86M +$1.24M +70,999 +560%
Connor, Clark & Lunn Investment Management (CC&L)
138
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.81M +$1.43M +81,494 New
AAP
139
Ardsley Advisory Partners
Connecticut
$1.78M +$87.6K +5,000 +7%
PCM
140
Penserra Capital Management
California
$1.77M -$1.51M -85,892 -52%
FFA
141
First Foundation Advisors
California
$1.74M -$101K -5,787 -7%
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$1.72M
Mitsubishi UFJ Asset Management
143
Mitsubishi UFJ Asset Management
Japan
$1.65M -$266K -15,201 -18%
OC
144
Oppenheimer & Co
New York
$1.65M -$985K -56,169 -43%
IIM
145
INTECH Investment Management
Florida
$1.58M +$250K +14,291 +25%
BCM
146
Bayesian Capital Management
New York
$1.52M +$129K +7,339 +12%
Wolverine Trading
147
Wolverine Trading
Illinois
$1.46M +$871K +49,685 +326%
SAM
148
Storebrand Asset Management
Norway
$1.42M -$6.03M -344,297 -84%
New York State Common Retirement Fund
149
New York State Common Retirement Fund
New York
$1.42M +$77.1K +4,400 +7%
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$1.41M -$5.1M -290,897 -82%

BE Hedge Fund Activity: Q4 2024 in Review

370 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2024, worth a combined $4.22B — up 117% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BE positions and 55 closed out — a net gain of 58 holders — while 96 added to existing stakes and 105 trimmed.

The largest buyer was UBS Group, adding an estimated $72.3M. The largest seller was Bank of America, cutting an estimated $60.2M.

  • 370 institutional investors held Bloom Energy (BE) as of Q4 2024, up from 316 in Q3 2024.
  • Funds reported $4.22B of Bloom Energy stock for Q4 2024, up 117% quarter-over-quarter.
  • 113 funds opened new Bloom Energy positions in Q4 2024 and 55 closed out, a net change of +58 holders.
  • The largest Bloom Energy buyer in Q4 2024 was UBS Group, an estimated $72.3M added.
  • The largest Bloom Energy seller in Q4 2024 was Bank of America, an estimated $60.2M sold.

Based on aggregated 13F filings for Q4 2024.