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Bloom Energy

285 hedge funds and large institutions have $2.79B invested in Bloom Energy in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 59 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 59

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

9% more capital invested

Capital invested by funds: $2.57B → $2.79B (+$226M)

5.99% more ownership

Funds ownership: 66.09%72.08% (+6%)

1% more funds holding

Funds holding: 281285 (+4)

37% less call options, than puts

Call options by funds: $87.1M | Put options by funds: $139M

Holders
285
Holders Change
+4
Holders Change %
+1.42%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
51
Increased
118
Reduced
59
Closed
44
Calls
$87.1M
Puts
$139M
Net Calls
-$52.1M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
151
Principal Financial Group
Iowa
$598K +$96.3K +3,969 +22%
IFG
152
Independent Financial Group
California
$597K +$539K +22,230 New
OCM
153
Orion Capital Management
California
$578K +$12.1K +500 +2%
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$551K -$29.1K -1,200 -6%
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
$538K -$44.6K -1,837 -8%
IWP
156
Icon Wealth Partners
Texas
$538K
WG
157
Winton Group
United Kingdom
$529K +$478K +19,701 New
CG
158
Cutler Group
California
$528K -$715K -29,488 -60%
DCM
159
Dupont Capital Management
Delaware
$523K +$472K +19,474 New
Los Angeles Capital Management
160
Los Angeles Capital Management
California
$519K +$130K +5,370 +38%
Point72 Asset Management
161
Point72 Asset Management
Connecticut
$519K +$468K +19,300 New
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
$493K +$125K +5,137 +39%
BCI
163
Brinker Capital Investments
Pennsylvania
$492K +$3.25K +134 +0.7%
FCA
164
FLC Capital Advisors
California
$492K +$24.3K +1,000 +6%
ERSOT
165
Employees Retirement System of Texas
Texas
$484K
Dimensional Fund Advisors
166
Dimensional Fund Advisors
Texas
$470K
Impax Asset Management Group
167
Impax Asset Management Group
United Kingdom
$455K -$30K -1,235 -7%
Public Employees Retirement Association of Colorado
168
Public Employees Retirement Association of Colorado
Colorado
$402K
AG
169
Algert Global
California
$382K +$95.7K +3,946 +38%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$370K -$48.3K -1,992 -13%
Walleye Trading
171
Walleye Trading
New York
$360K -$732K -30,196 -69%
HIIFS
172
Harel Insurance Investments & Financial Services
Israel
$350K
UR
173
USCA RIA
Texas
$337K +$51.5K +2,125 +20%
HT
174
HAP Trading
New York
$331K +$299K +12,326 New
TFGT
175
TS Financial Group (TSFG)
Illinois
$326K +$4.97K +205 +2%

BE Hedge Fund Activity: Q2 2021 in Review

285 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2021, worth a combined $2.79B — up 8.8% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BE positions and 44 closed out — a net gain of 7 holders — while 118 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 285 institutional investors held Bloom Energy (BE) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $2.79B of Bloom Energy stock for Q2 2021, up 8.8% quarter-over-quarter.
  • 51 funds opened new Bloom Energy positions in Q2 2021 and 44 closed out, a net change of +7 holders.
  • The largest Bloom Energy buyer in Q2 2021 was BlackRock, an estimated $141M added.
  • The largest Bloom Energy seller in Q2 2021 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2021.