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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
Truist Financial
201
Truist Financial
North Carolina
$218K +$197K +8,110 New
SEC
202
Seven Eight Capital
New York
$213K -$167K -6,888 -47%
ED
203
Exane Derivatives
France
$213K +$234K +9,639 New
WMA
204
Wealth Management Associates
New Jersey
$208K +$188K +7,743 New
Canada Life
205
Canada Life
Manitoba, Canada
$207K
X
206
Xponance
Pennsylvania
$205K +$185K +7,625 New
IA
207
IFP Advisors
Florida
$201K +$12.1K +500 +7%
PHK
208
Point72 Hong Kong
Hong Kong
$169K +$111K +4,564 +264%
SO
209
STRS Ohio
Ohio
$163K +$148K +6,100 New
SCM
210
Silvant Capital Management
Georgia
$159K
GI
211
Gradient Investments
Minnesota
$157K
Fidelity International
212
Fidelity International
Bermuda
$134K -$129K -5,316 -52%
MA
213
Modus Advisors
Minnesota
$127K +$115K +4,738 New
MAWCM
214
Mine & Arao Wealth Creation & Management
California
$107K
TRCT
215
Tower Research Capital (TRC)
New York
$104K -$736K -30,353 -89%
SAS
216
Stelac Advisory Services
New York
$102K
ACA
217
Atlas Capital Advisors
Wyoming
$98.6K +$89K +3,671 New
ETC
218
Exchange Traded Concepts
Oklahoma
$82K +$12.4K +510 +20%
SIM
219
Sonora Investment Management
Arizona
$81K
BFEC
220
Benjamin F. Edwards & Company
Missouri
$81K +$72.8K +3,000 New
VRM
221
Vectors Research Management
New York
$72K
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$67K
US Bancorp
223
US Bancorp
Minnesota
$62K -$757K -31,205 -93%
BU
224
BBVA USA
Alabama
$61K +$55.3K +2,279 New
LWA
225
Lenox Wealth Advisors
New York
$54K

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.