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Bloom Energy

280 hedge funds and large institutions have $2.57B invested in Bloom Energy in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 96 increasing their positions, 81 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+20
Holders Change %
+7.69%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
66
Increased
96
Reduced
81
Closed
43
Calls
$58.4M
Puts
$137M
Net Calls
-$78.3M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Shares
Change %
UWPG
201
Ullmann Wealth Partners Group
Florida
$260K +$260K +9,618 New
FLPIM
202
F.L. Putnam Investment Management
Massachusetts
$255K +$255K +9,410 New
LFAS
203
Level Four Advisory Services
Texas
$253K -$25.6K -945 -9%
SM
204
SG3 Management
Puerto Rico
$250K +$250K +9,250 New
CG
205
CFO4Life Group
Texas
$246K +$16.2K +600 +7%
PAMU
206
Pictet Asset Management (UK)
United Kingdom
$241K +$8.12K +300 +3%
ST
207
Smithfield Trust
Pennsylvania
$228K
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$223K -$308K -12,096 -58%
V
209
Veritable
Delaware
$219K -$60.2K -2,230 -22%
MAFM
210
Mid Atlantic Financial Management
Pennsylvania
$210K +$14.6K +540 +7%
TC
211
TwinBeech Capital
New York
$209K -$527K -19,454 -72%
Canada Life
212
Canada Life
Manitoba, Canada
$206K +$33.3K +1,244 +19%
AIP
213
Ameritas Investment Partners
Nebraska
$203K
Macquarie Group
214
Macquarie Group
Australia
$202K -$70.2K -2,594 -26%
DekaBank Deutsche Girozentrale
215
DekaBank Deutsche Girozentrale
Germany
$195K +$195K +7,500 New
IA
216
IFP Advisors
Florida
$189K +$7.35K +273 +4%
SPIA
217
Steward Partners Investment Advisory
New York
$166K +$108K +4,000 +186%
SCM
218
Silvant Capital Management
Georgia
$160K
GI
219
Gradient Investments
Minnesota
$158K
MC
220
Maverick Capital
Texas
$127K +$127K +4,708 New
MAWCM
221
Mine & Arao Wealth Creation & Management
California
$108K
SAS
222
Stelac Advisory Services
New York
$103K +$103K +3,791 New
Russell Investments Group
223
Russell Investments Group
United Kingdom
$103K +$103K +3,839 New
SIM
224
Sonora Investment Management
Arizona
$82K -$33.9K -1,250 -29%
VRM
225
Vectors Research Management
New York
$72K