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Bloom Energy

370 hedge funds and large institutions have $4.22B invested in Bloom Energy in 2024 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 96 increasing their positions, 105 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

117% more capital invested

Capital invested by funds: $1.94B → $4.22B (+$2.28B)

105% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 55

51% more call options, than puts

Call options by funds: $433M | Put options by funds: $287M

17% more funds holding

Funds holding: 316370 (+54)

2.36% more ownership

Funds ownership: 80.7%83.06% (+2.4%)

9% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 105

Holders
370
Holders Change
+54
Holders Change %
+17.09%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.09%
New
113
Increased
96
Reduced
105
Closed
55
Calls
$433M
Puts
$287M
Net Calls
+$146M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
151
Mackenzie Financial
Ontario, Canada
$1.41M +$18.1K +1,035 +2%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$1.4M -$5.28K -301 -0.5%
OQS
153
Occudo Quantitative Strategies
Florida
$1.36M +$1.08M +61,421 New
ProShare Advisors
154
ProShare Advisors
Maryland
$1.36M +$280K +15,969 +35%
AAM
155
Advisors Asset Management
Colorado
$1.35M +$113K +6,448 +12%
CAIMH
156
Central Asset Investments & Management Holdings
Hong Kong
$1.33M +$1.05M +59,700 New
ASRS
157
Arizona State Retirement System
Arizona
$1.32M +$13.3K +759 +1%
IAM
158
Iridian Asset Management
Connecticut
$1.28M -$93.8K -5,354 -9%
B
159
Bailard
California
$1.28M +$1.01M +57,550 New
BPC
160
Bryce Point Capital
New York
$1.27M +$1,000K +57,046 New
SCM
161
Semanteon Capital Management
Massachusetts
$1.26M +$994K +56,685 New
CCIA
162
Campbell & Co Investment Adviser
Maryland
$1.23M +$967K +55,184 New
State Board of Administration of Florida Retirement System
163
State Board of Administration of Florida Retirement System
Florida
$1.22M
BHCM
164
Brevan Howard Capital Management
Jersey
$1.2M +$948K +54,111 New
BC
165
Brookfield Corp
Ontario, Canada
$1.19M +$942K +53,753 New
MMEA
166
Main Management ETF Advisors
California
$1.19M -$84.1K -4,800 -8%
URS
167
Utah Retirement Systems
Utah
$1.15M
CCM
168
Candelo Capital Management
New York
$1.14M +$897K +51,149 New
PA
169
Proem Advisors
Texas
$1.11M +$876K +50,000 New
M&T Bank
170
M&T Bank
New York
$1.06M +$107K +6,122 +15%
TAM
171
Tocqueville Asset Management
New York
$1.03M -$281K -16,050 -26%
AG
172
Algert Global
California
$1.02M +$809K +46,140 New
Fidelity Investments
173
Fidelity Investments
Massachusetts
$1.01M -$1.55M -88,471 -66%
PFSRSONJ
174
Police & Firemen's Retirement System of New Jersey
New Jersey
$947K +$747K +42,636 New
KK
175
KLP Kapitalforvaltning
Norway
$944K +$745K +42,500 New

BE Hedge Fund Activity: Q4 2024 in Review

370 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2024, worth a combined $4.22B — up 117% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BE positions and 55 closed out — a net gain of 58 holders — while 96 added to existing stakes and 105 trimmed.

The largest buyer was UBS Group, adding an estimated $72.3M. The largest seller was Bank of America, cutting an estimated $60.2M.

  • 370 institutional investors held Bloom Energy (BE) as of Q4 2024, up from 316 in Q3 2024.
  • Funds reported $4.22B of Bloom Energy stock for Q4 2024, up 117% quarter-over-quarter.
  • 113 funds opened new Bloom Energy positions in Q4 2024 and 55 closed out, a net change of +58 holders.
  • The largest Bloom Energy buyer in Q4 2024 was UBS Group, an estimated $72.3M added.
  • The largest Bloom Energy seller in Q4 2024 was Bank of America, an estimated $60.2M sold.

Based on aggregated 13F filings for Q4 2024.