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Bloom Energy

204 hedge funds and large institutions have $1.48B invested in Bloom Energy in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 72 increasing their positions, 45 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more capital invested

Capital invested by funds: $646M → $1.48B (+$839M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

95% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $21.2M

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

60% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 45

17.29% more ownership

Funds ownership: 63.39%80.68% (+17%)

15% more funds holding

Funds holding: 178204 (+26)

Holders
204
Holders Change
+26
Holders Change %
+14.61%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
54
Increased
72
Reduced
45
Closed
28
Calls
$41.4M
Puts
$21.2M
Net Calls
+$20.2M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HS
176
Horan Securities
United States
$41K -$11.7K -786 -26%
APA
177
American Portfolios Advisors
New York
$40.4K -$15.7K -1,050 -32%
US Bancorp
178
US Bancorp
Minnesota
$36K
SC
179
Slow Capital
California
$32K +$26.2K +1,755 New
BCWM
180
Bartlett & Co Wealth Management
Ohio
$31.4K
BC
181
Bartlett & Co
Ohio
$31K
PHK
182
Point72 Hong Kong
Hong Kong
$30K -$495K -33,132 -95%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$30K +$19.4K +1,302 +330%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$26K
ARIS
185
Advanced Research Investment Solutions
California
$22K
EW
186
Evoke Wealth
California
$20K -$4.46K -299 -21%
LWM
187
Liberty Wealth Management
California
$18K
GWS
188
Glassman Wealth Services
Virginia
$18K +$13K +870 +791%
NFG
189
Next Financial Group
Texas
$17K +$14.1K +943 New
CCM
190
Covington Capital Management
California
$16K
Millennium Management
191
Millennium Management
New York
$10.9K +$153K +10,234 +2%
PA
192
Parallel Advisors
California
$9K
TCM
193
TD Capital Management
Tennessee
$7K
FFA
194
Founders Financial Alliance
North Carolina
$5K +$4.48K +300 New
BBHC
195
Brown Brothers Harriman & Co
New York
$4K
ATC
196
Adirondack Trust Company
New York
$4K +$2.98K +200 New
BWM
197
Baystate Wealth Management
Massachusetts
$4K +$2.98K +200 New
GEA
198
Glen Eagle Advisors
New Jersey
$3.59K +$2.98K +200 New
LWA
199
Lenox Wealth Advisors
New York
$3K
WEC
200
Winslow Evans & Crocker
Massachusetts
$3K

BE Hedge Fund Activity: Q3 2020 in Review

204 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2020, worth a combined $1.48B — up 130% from $646M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BE positions and 28 closed out — a net gain of 26 holders — while 72 added to existing stakes and 45 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $137M. The largest seller was Renaissance Technologies, cutting an estimated $27.4M.

  • 204 institutional investors held Bloom Energy (BE) as of Q3 2020, up from 178 in Q2 2020.
  • Funds reported $1.48B of Bloom Energy stock for Q3 2020, up 130% quarter-over-quarter.
  • 54 funds opened new Bloom Energy positions in Q3 2020 and 28 closed out, a net change of +26 holders.
  • The largest Bloom Energy buyer in Q3 2020 was Canada Pension Plan Investment Board, an estimated $137M added.
  • The largest Bloom Energy seller in Q3 2020 was Renaissance Technologies, an estimated $27.4M sold.

Based on aggregated 13F filings for Q3 2020.