Bloom Energy
154 hedge funds and large institutions have $263M invested in Bloom Energy in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 34 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 38
6.1% more ownership
Funds ownership: 60.56% → 66.67% (+6.1%)
3% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 34
3% less funds holding
Funds holding: 159 → 154 (-5)
16% less call options, than puts
Call options by funds: $6.65M | Put options by funds: $7.87M
23% less capital invested
Capital invested by funds: $342M → $263M (-$79.6M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$19.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.7M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
+$11M |
| 4 |
Morgan Stanley
New York
|
+$5.44M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$19.3M |
| 2 |
First Eagle Investment Management
New York
|
-$2.65M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.54M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.08M |
| 5 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$2.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
176
Quantbot Technologies
New York
| – | -$85K | -11,498 | Closed |
|
|
SCP
177
Sandhill Capital Partners
Buffalo,
New York
| – | -$84K | -11,231 | Closed |
|
178
Envestnet Asset Management
Chicago,
Illinois
| – | -$78K | -10,453 | Closed |
|
|
AAS
179
Avantax Advisory Services
Dallas,
Texas
| – | -$76K | -10,147 | Closed |
|
|
SM
180
SG3 Management
Dorado,
Puerto Rico
| – | -$37K | -5,000 | Closed |
|
|
WTC
181
WhitTier Trust Company
Reno,
Nevada
| – | -$37K | -5,000 | Closed |
|
|
BBHC
182
Brown Brothers Harriman & Co
New York
| – | -$23K | -3,101 | Closed |
|
|
TRCT
183
Tower Research Capital (TRC)
New York
| – | -$15K | -1,989 | Closed |
|
184
Simplex Trading
Chicago,
Illinois
| – | -$8.16K | -962 | Closed |
|
|
ASN
185
Advisory Services Network
Atlanta,
Georgia
| – | -$4K | -600 | Closed |
|
BE Hedge Fund Activity: Q1 2020 in Review
154 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2020, worth a combined $263M — down 23% from $342M a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of BE and 33 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 51 added.
The largest buyer was Renaissance Technologies, adding an estimated $19.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $19.3M.
- 154 institutional investors held Bloom Energy (BE) as of Q1 2020, down from 159 in Q4 2019.
- Funds reported $263M of Bloom Energy stock for Q1 2020, down 23% quarter-over-quarter.
- 33 funds opened new Bloom Energy positions in Q1 2020 and 34 closed out, a net change of -1 holder.
- The largest Bloom Energy buyer in Q1 2020 was Renaissance Technologies, an estimated $19.7M added.
- The largest Bloom Energy seller in Q1 2020 was T. Rowe Price Associates, an estimated $19.3M sold.
Based on aggregated 13F filings for Q1 2020.