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Bloom Energy
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Overview Fund Activity

312 hedge funds and large institutions have $2.32B invested in Bloom Energy in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 97 increasing their positions, 86 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+22
Holders Change %
+7.59%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
68
Increased
97
Reduced
86
Closed
43
Calls
$110M
Puts
$87.6M
Net Calls
+$22M
Net Calls Change
+$5.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$119M
2
UBS AM
UBS AM
Illinois
$43.2M
3
CAM
Contour Asset Management
New York
$36.2M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$32M
5
WRCM
Whale Rock Capital Management
Massachusetts
$30M

Top Sellers

1
BlackRock
BlackRock
New York
$178M
2
CC
Covalis Capital
United Kingdom
$0
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.66M
4
Vanguard Group
Vanguard Group
Pennsylvania
$232M
5
ClearBridge Investments
ClearBridge Investments
New York
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$661K +$292K +23,874 +79%
HSA
152
Hussman Strategic Advisors
Maryland
$643K – – –
OC
153
Oppenheimer & Co
New York
$641K -$289K -23,586 -31%
TRCT
154
Tower Research Capital (TRC)
New York
$636K +$596K +48,670 +1,468%
URS
155
Utah Retirement Systems
Utah
$636K – – –
JFG
156
Jefferies Financial Group
New York
$612K -$272K -22,250 -31%
Osaic Holdings
157
Osaic Holdings
Arizona
$555K -$1.42M -116,122 -72%
SEI Investments
158
SEI Investments
Pennsylvania
$544K +$252K +20,565 +86%
LI
159
LRI Investments
Florida
$490K +$490K +40,000 New
AAM
160
Advisors Asset Management
Colorado
$455K +$27.2K +2,219 +6%
M&T Bank
161
M&T Bank
New York
$451K +$176K +14,358 +64%
BCV
162
Banque Cantonale Vaudoise
Switzerland
$448K -$99.8K -8,158 -18%
Bessemer Group
163
Bessemer Group
New Jersey
$445K – – –
NRD
164
Nebula Research & Development
New York
$445K +$445K +36,325 New
Pathstone Holdings
165
Pathstone Holdings
New Jersey
$442K +$192K +15,653 +77%
Cohen & Steers
166
Cohen & Steers
New York
$441K +$441K +36,020 New
Kovitz Investment Group Partners
167
Kovitz Investment Group Partners
Illinois
$428K -$18.3K -1,492 -4%
Creative Planning
168
Creative Planning
Kansas
$421K +$101K +8,244 +32%
ACM
169
Aquatic Capital Management
Illinois
$415K +$415K +33,900 New
ProShare Advisors
170
ProShare Advisors
Maryland
$410K -$159K -13,030 -28%
SPIA
171
Steward Partners Investment Advisory
New York
$406K +$34.4K +2,811 +9%
JSSH
172
J. Safra Sarasin Holding
$388K +$388K +31,697 New
SI
173
Symmetry Investments
Jersey
$379K -$302K -24,656 -44%
WSCM
174
Wellington Shields Capital Management
New York
$367K – – –
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$360K -$135K -10,999 -27%
5 6
7
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