Bloom Energy
308 hedge funds and large institutions have $2.57B invested in Bloom Energy in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 79 reducing their positions, and 59 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 79
7.2% more ownership
Funds ownership: 74.15% → 81.35% (+7.2%)
8% less funds holding
Funds holding: 336 → 308 (-28)
9% less capital invested
Capital invested by funds: $2.81B → $2.57B (-$241M)
11% less call options, than puts
Call options by funds: $69.5M | Put options by funds: $78.5M
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
44% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Coatue Management
New York
|
+$66.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$47.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$41.8M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
+$29.3M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$106M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$17.6M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$9.99M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$7.81M |
| 5 |
Goldman Sachs
New York
|
-$7M |
BE Hedge Fund Activity: Q2 2023 in Review
308 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2023, worth a combined $2.57B — down 8.6% from $2.81B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of BE and 33 opened new positions — a net loss of 26 holders — while 79 trimmed existing stakes and 117 added.
The largest buyer was Coatue Management, opening a new position worth an estimated $66.2M. The largest seller was BlackRock, cutting an estimated $106M.
- 308 institutional investors held Bloom Energy (BE) as of Q2 2023, down from 336 in Q1 2023.
- Funds reported $2.57B of Bloom Energy stock for Q2 2023, down 8.6% quarter-over-quarter.
- 33 funds opened new Bloom Energy positions in Q2 2023 and 59 closed out, a net change of -26 holders.
- The largest Bloom Energy buyer in Q2 2023 was Coatue Management, an estimated $66.2M added.
- The largest Bloom Energy seller in Q2 2023 was BlackRock, an estimated $106M sold.
Based on aggregated 13F filings for Q2 2023.