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Bloom Energy
BE

292 hedge funds and large institutions have $1.95B invested in Bloom Energy in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 90 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $95.2M | Put options by funds: $78.7M

9% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 90

3% less funds holding

Funds holding: 300 → 292 (-8)

3.17% less ownership

Funds ownership: 80.29% → 77.11% (-3.2%)

12% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 50

27% less capital invested

Capital invested by funds: $2.66B → $1.95B (-$705M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
292
Holders Change
-8
Holders Change %
-2.67%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
98
Reduced
90
Closed
50
Calls
$95.2M
Puts
$78.7M
Net Calls
+$16.5M
Net Calls Change
+$12.5M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$69.6M
2
PIF
Public Investment Fund
Saudi Arabia
+$24.1M
3
CC
Covalis Capital
United Kingdom
+$19.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$15.8M
5
Bank of America
Bank of America
North Carolina
+$9.68M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$68.5M
2
Coatue Management
Coatue Management
New York
-$65.7M
3
BlackRock
BlackRock
New York
-$19.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.6M
5
Norges Bank
Norges Bank
Norway
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$454K +$242 +22 +0.1%
Walleye Trading
152
Walleye Trading
New York
$447K +$207K +18,806 +90%
Natixis Advisors
153
Natixis Advisors
Massachusetts
$430K -$64.5K -5,868 -13%
CA
154
Cetera Advisors
Colorado
$416K +$272K +24,730 +201%
Kovitz Investment Group Partners
155
Kovitz Investment Group Partners
Illinois
$410K +$401K +36,496 New
Bessemer Group
156
Bessemer Group
New Jersey
$408K – – –
QC
157
Quaero Capital
Switzerland
$401K -$2.04M -185,711 -84%
AAM
158
Advisors Asset Management
Colorado
$393K +$8.23K +749 +2%
BCM
159
Bayesian Capital Management
New York
$377K -$216K -19,696 -37%
TI
160
Tidal Investments
Wisconsin
$370K +$362K +32,935 New
Wolverine Trading
161
Wolverine Trading
Illinois
$369K +$29.5K +2,682 +9%
SPIA
162
Steward Partners Investment Advisory
New York
$341K +$165K +15,031 +98%
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
$338K +$92.8K +8,447 +39%
WSCM
164
Wellington Shields Capital Management
New York
$337K – – –
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$317K +$72.9K +6,632 +31%
JGUA
166
John G. Ullman & Associates
New York
$311K -$588K -53,500 -66%
Creative Planning
167
Creative Planning
Kansas
$294K -$14.8K -1,344 -5%
Mariner
168
Mariner
Kansas
$293K +$55.4K +5,043 +24%
Victory Capital Management
169
Victory Capital Management
Texas
$292K -$5.41K -492 -2%
Principal Financial Group
170
Principal Financial Group
Iowa
$291K +$39.8K +3,622 +16%
TWC
171
TD Waterhouse Canada
Ontario, Canada
$270K +$239K +21,700 New
Commonwealth Equity Services
172
Commonwealth Equity Services
Massachusetts
$269K +$30.8K +2,804 +13%
Comerica Bank
173
Comerica Bank
Texas
$268K +$181K +16,484 +223%
SEI Investments
174
SEI Investments
Pennsylvania
$268K +$111K +10,105 +73%
BFA
175
Bragg Financial Advisors
North Carolina
$258K – – –
5 6
7
8 9

BE Hedge Fund Activity: Q1 2024 in Review

292 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2024, worth a combined $1.95B — down 27% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of BE and 44 opened new positions — a net loss of 6 holders — while 90 trimmed existing stakes and 98 added.

The largest buyer was Ameriprise, adding an estimated $69.6M. The largest seller was Morgan Stanley, cutting an estimated $68.5M.

  • 292 institutional investors held Bloom Energy (BE) as of Q1 2024, down from 300 in Q4 2023.
  • Funds reported $1.95B of Bloom Energy stock for Q1 2024, down 27% quarter-over-quarter.
  • 44 funds opened new Bloom Energy positions in Q1 2024 and 50 closed out, a net change of -6 holders.
  • The largest Bloom Energy buyer in Q1 2024 was Ameriprise, an estimated $69.6M added.
  • The largest Bloom Energy seller in Q1 2024 was Morgan Stanley, an estimated $68.5M sold.

Based on aggregated 13F filings for Q1 2024.