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Bloom Energy

290 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, 96 increasing their positions, 90 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.2%
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
96
Reduced
90
Closed
50
Calls
$95.2M
Puts
$78.7M
Net Calls
+$16.5M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Natixis Advisors
151
Natixis Advisors
Massachusetts
$430K -$66K -5,868 -13%
CA
152
Cetera Advisors
Colorado
$416K +$278K +24,730 +201%
Kovitz Investment Group Partners
153
Kovitz Investment Group Partners
Illinois
$410K +$410K +36,496 New
Bessemer Group
154
Bessemer Group
New Jersey
$408K
QC
155
Quaero Capital
Switzerland
$401K -$2.09M -185,711 -84%
AAM
156
Advisors Asset Management
Colorado
$393K +$8.42K +749 +2%
BCM
157
Bayesian Capital Management
New York
$377K -$221K -19,696 -37%
TI
158
Tidal Investments
Wisconsin
$370K +$370K +32,935 New
Wolverine Trading
159
Wolverine Trading
Illinois
$369K +$30.1K +2,682 +9%
SPIA
160
Steward Partners Investment Advisory
New York
$341K +$169K +15,031 +98%
Envestnet Asset Management
161
Envestnet Asset Management
Illinois
$338K +$94.9K +8,447 +39%
WSCM
162
Wellington Shields Capital Management
New York
$337K
Pictet Asset Management
163
Pictet Asset Management
Switzerland
$317K +$74.5K +6,632 +31%
JGUA
164
John G. Ullman & Associates
New York
$311K -$601K -53,500 -66%
Creative Planning
165
Creative Planning
Kansas
$294K -$15.1K -1,344 -5%
Mariner
166
Mariner
Kansas
$293K +$56.7K +5,043 +24%
Victory Capital Management
167
Victory Capital Management
Texas
$292K -$5.53K -492 -2%
Principal Financial Group
168
Principal Financial Group
Iowa
$291K +$40.7K +3,622 +16%
TWC
169
TD Waterhouse Canada
Ontario, Canada
$270K +$270K +21,700 New
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$269K +$31.5K +2,804 +13%
Comerica Bank
171
Comerica Bank
Texas
$268K +$185K +16,484 +223%
SEI Investments
172
SEI Investments
Pennsylvania
$268K +$114K +10,105 +73%
BFA
173
Bragg Financial Advisors
North Carolina
$258K
VA
174
Vident Advisory
Georgia
$255K -$51.6K -4,591 -17%
M&T Bank
175
M&T Bank
New York
$253K +$71.9K +6,395 +40%