Bloom Energy
162 hedge funds and large institutions have $567M invested in Bloom Energy in 2019 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 60 increasing their positions, 23 reducing their positions, and 26 closing their positions.
161% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 23
138% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 26
76% more call options, than puts
Call options by funds: $11.1M | Put options by funds: $6.29M
29% more funds holding
Funds holding: 126 → 162 (+36)
19% more capital invested
Capital invested by funds: $477M → $567M (+$89.6M)
13.45% more ownership
Funds ownership: 63.71% → 77.16% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$32.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29M |
| 3 |
State Street
Boston,
Massachusetts
|
+$11.8M |
| 4 |
RA
Royce & Associates
New York
|
+$10.6M |
| 5 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$8.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$23.3M |
| 2 |
BAMCO Inc
New York
|
-$12.9M |
| 3 |
Goldman Sachs
New York
|
-$12M |
| 4 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$10.1M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$5.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSA
176
Schonfeld Strategic Advisors
New York
| – | -$178K | -13,800 | Closed |
|
|
CL
177
CPWM LLC
Seattle,
Washington
| – | -$165K | -12,787 | Closed |
|
|
TA
178
Tiedemann Advisors
New York
| – | -$132K | -10,170 | Closed |
|
179
Marshall Wace
London,
United Kingdom
| – | -$84K | -6,514 | Closed |
|
|
MWNA
180
Marshall Wace North America
New York
| – | -$53K | -4,049 | Closed |
|
|
SWM
181
SeaCrest Wealth Management
Purchase,
New York
| – | -$39K | -3,000 | Closed |
|
|
PVH
182
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$30K | -2,308 | Closed |
|
|
QAM
183
QCI Asset Management
Pittsford,
New York
| – | -$17K | -1,333 | Closed |
|
|
PA
184
Parallel Advisors
San Francisco,
California
| – | -$13K | -1,000 | Closed |
|
|
CHP
185
Cable Hill Partners
Portland,
Oregon
| – | -$1K | -99 | Closed |
|
186
Parallax Volatility Advisers
San Francisco,
California
| – | +$184 | +15 | New |
|
BE Hedge Fund Activity: Q2 2019 in Review
162 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2019, worth a combined $567M — up 19% from $477M a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new BE positions and 26 closed out — a net gain of 36 holders — while 60 added to existing stakes and 23 trimmed.
The largest buyer was BlackRock, adding an estimated $32.8M. The largest seller was HSBC Holdings, exiting entirely with an estimated $23.3M sold.
- 162 institutional investors held Bloom Energy (BE) as of Q2 2019, up from 126 in Q1 2019.
- Funds reported $567M of Bloom Energy stock for Q2 2019, up 19% quarter-over-quarter.
- 62 funds opened new Bloom Energy positions in Q2 2019 and 26 closed out, a net change of +36 holders.
- The largest Bloom Energy buyer in Q2 2019 was BlackRock, an estimated $32.8M added.
- The largest Bloom Energy seller in Q2 2019 was HSBC Holdings, an estimated $23.3M sold.
Based on aggregated 13F filings for Q2 2019.