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Bloom Energy

285 hedge funds and large institutions have $2.79B invested in Bloom Energy in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 59 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 59

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

9% more capital invested

Capital invested by funds: $2.57B → $2.79B (+$226M)

5.99% more ownership

Funds ownership: 66.09%72.08% (+6%)

1% more funds holding

Funds holding: 281285 (+4)

37% less call options, than puts

Call options by funds: $87.1M | Put options by funds: $139M

Holders
285
Holders Change
+4
Holders Change %
+1.42%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
51
Increased
118
Reduced
59
Closed
44
Calls
$87.1M
Puts
$139M
Net Calls
-$52.1M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
176
Defender Capital
North Carolina
$322K +$291K +12,000 New
Belvedere Trading
177
Belvedere Trading
Illinois
$316K +$367K +15,128 New
EOCM
178
Energy Opportunities Capital Management
Texas
$306K -$269K -11,105 -49%
Mariner
179
Mariner
Kansas
$305K +$1.58K +65 +0.6%
CGL
180
Clarius Group LLC
Washington
$298K
RSWM
181
Robertson Stephens Wealth Management
California
$294K -$3.98K -164 -1%
AIP
182
Ameritas Investment Partners
Nebraska
$293K +$82.5K +3,403 +45%
CIP
183
Chartwell Investment Partners
Pennsylvania
$291K +$2.35K +97 +0.9%
GRP
184
Global Retirement Partners
California
$286K
PAMU
185
Pictet Asset Management (UK)
United Kingdom
$280K +$36.8K +1,519 +17%
SRC
186
Sage Rhino Capital
California
$278K
SPC
187
Sigma Planning Corp
Michigan
$275K +$248K +10,246 New
LFAS
188
Level Four Advisory Services
Texas
$272K +$19K +782 +8%
HPC
189
HM Payson & Co
Maine
$269K
SM
190
SG3 Management
Puerto Rico
$269K +$18.2K +750 +8%
Voloridge Investment Management
191
Voloridge Investment Management
Florida
$268K +$242K +9,983 New
UWPG
192
Ullmann Wealth Partners Group
Florida
$258K
Prudential Financial
193
Prudential Financial
New Jersey
$256K +$231K +9,520 New
Verition Fund Management
194
Verition Fund Management
Connecticut
$251K -$63.7K -2,628 -22%
FLPIM
195
F.L. Putnam Investment Management
Massachusetts
$250K -$2.91K -120 -1%
William Blair & Company
196
William Blair & Company
Illinois
$249K -$81.2K -3,348 -27%
CG
197
CFO4Life Group
Texas
$245K
VIA
198
Vident Investment Advisory
Georgia
$233K +$210K +8,660 New
Wellington Management Group
199
Wellington Management Group
Massachusetts
$228K +$205K +8,467 New
ST
200
Smithfield Trust
Pennsylvania
$226K

BE Hedge Fund Activity: Q2 2021 in Review

285 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2021, worth a combined $2.79B — up 8.8% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BE positions and 44 closed out — a net gain of 7 holders — while 118 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 285 institutional investors held Bloom Energy (BE) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $2.79B of Bloom Energy stock for Q2 2021, up 8.8% quarter-over-quarter.
  • 51 funds opened new Bloom Energy positions in Q2 2021 and 44 closed out, a net change of +7 holders.
  • The largest Bloom Energy buyer in Q2 2021 was BlackRock, an estimated $141M added.
  • The largest Bloom Energy seller in Q2 2021 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2021.