Bloom Energy
161 hedge funds and large institutions have $151M invested in Bloom Energy in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 41 closing their positions.
101% more call options, than puts
Call options by funds: $4.39M | Put options by funds: $2.19M
68% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 34
1% less funds holding
Funds holding: 162 → 161 (-1)
2% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 41
10.53% less ownership
Funds ownership: 77.16% → 66.64% (-11%)
73% less capital invested
Capital invested by funds: $567M → $151M (-$416M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.3M |
| 2 |
Millennium Management
New York
|
+$16.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$8.66M |
| 4 |
GC
GMT Capital
Atlanta,
Georgia
|
+$5.55M |
| 5 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$5.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$29.4M |
| 2 |
SCP
Sandhill Capital Partners
Buffalo,
New York
|
-$20.9M |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$13.2M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$11.7M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$9.91M |
BE Hedge Fund Activity: Q3 2019 in Review
161 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2019, worth a combined $151M — down 73% from $567M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of BE and 40 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 57 added.
The largest buyer was Morgan Stanley, adding an estimated $21.3M. The largest seller was BAMCO Inc, exiting entirely with an estimated $29.4M sold.
- 161 institutional investors held Bloom Energy (BE) as of Q3 2019, down from 162 in Q2 2019.
- Funds reported $151M of Bloom Energy stock for Q3 2019, down 73% quarter-over-quarter.
- 40 funds opened new Bloom Energy positions in Q3 2019 and 41 closed out, a net change of -1 holder.
- The largest Bloom Energy buyer in Q3 2019 was Morgan Stanley, an estimated $21.3M added.
- The largest Bloom Energy seller in Q3 2019 was BAMCO Inc, an estimated $29.4M sold.
Based on aggregated 13F filings for Q3 2019.