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Bloom Energy

178 hedge funds and large institutions have $646M invested in Bloom Energy in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more capital invested

Capital invested by funds: $263M → $646M (+$383M)

124% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 21

62% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 37

16% more funds holding

Funds holding: 154178 (+24)

3.28% less ownership

Funds ownership: 66.67%63.39% (-3.3%)

16% less call options, than puts

Call options by funds: $19.5M | Put options by funds: $23.2M

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
60
Reduced
37
Closed
21
Calls
$19.5M
Puts
$23.2M
Net Calls
-$3.67M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$27K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$26K
SPIA
153
Steward Partners Investment Advisory
New York
$22K +$11.7K +1,500 +300%
US Bancorp
154
US Bancorp
Minnesota
$21K -$10.8K -1,380 -41%
BCWM
155
Bartlett & Co Wealth Management
Ohio
$19K +$13.7K +1,750 New
BC
156
Bartlett & Co
Ohio
$19K +$13.7K +1,750 New
BWFA
157
Baltimore-Washington Financial Advisors
Maryland
$18K +$1.79M +228,906 New
VRM
158
Vectors Research Management
New York
$15K -$10.4K -1,333 -50%
EW
159
Evoke Wealth
California
$15K
ARIS
160
Advanced Research Investment Solutions
California
$13.1K +$9.37K +1,200 New
SF
161
Synovus Financial
Georgia
$11K -$203 -26 -3%
LWM
162
Liberty Wealth Management
California
$11K
SSB
163
Sandy Spring Bank
Maryland
$10K -$3.12K -400 -30%
CCM
164
Covington Capital Management
California
$10K
RIM
165
Rockbridge Investment Management
New York
$10K +$7.03K +900 New
CFG
166
Citizens Financial Group
Rhode Island
$8K +$5.62K +719 New
FIA
167
FNY Investment Advisers
New York
$6K +$4.69K +600 New
PA
168
Parallel Advisors
California
$5K +$3.87K +495 New
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$4K -$250 -32 -8%
TCM
170
TD Capital Management
Tennessee
$4K
WEC
171
Winslow Evans & Crocker
Massachusetts
$2K
LWA
172
Lenox Wealth Advisors
New York
$2K +$1.19K +152 New
BBHC
173
Brown Brothers Harriman & Co
New York
$2K +$1.72K +220 New
BCM
174
Blume Capital Management
California
$1K
CA
175
Clearstead Advisors
Ohio
$1K

BE Hedge Fund Activity: Q2 2020 in Review

178 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2020, worth a combined $646M — up 146% from $263M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BE positions and 21 closed out — a net gain of 26 holders — while 60 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $11.7M. The largest seller was Renaissance Technologies, cutting an estimated $3.97M.

  • 178 institutional investors held Bloom Energy (BE) as of Q2 2020, up from 154 in Q1 2020.
  • Funds reported $646M of Bloom Energy stock for Q2 2020, up 146% quarter-over-quarter.
  • 47 funds opened new Bloom Energy positions in Q2 2020 and 21 closed out, a net change of +26 holders.
  • The largest Bloom Energy buyer in Q2 2020 was BlackRock, an estimated $11.7M added.
  • The largest Bloom Energy seller in Q2 2020 was Renaissance Technologies, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2020.