Bloom Energy
300 hedge funds and large institutions have $2.66B invested in Bloom Energy in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 96 increasing their positions, 100 reducing their positions, and 53 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23% more capital invested
Capital invested by funds: $2.17B → $2.66B (+$492M)
2.12% more ownership
Funds ownership: 78.16% → 80.29% (+2.1%)
4% more call options, than puts
Call options by funds: $92M | Put options by funds: $88M
4% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 100
4% less funds holding
Funds holding: 311 → 300 (-11)
17% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$119M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$93.5M |
| 3 |
Morgan Stanley
New York
|
+$92M |
| 4 |
ECP
Electron Capital Partners
New York
|
+$23.5M |
| 5 |
Coatue Management
New York
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$31.6M |
| 2 |
Two Sigma Investments
New York
|
-$22.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.4M |
| 4 |
ECA
Encompass Capital Advisors
New York
|
-$15.1M |
| 5 |
Millennium Management
New York
|
-$14.2M |
BE Hedge Fund Activity: Q4 2023 in Review
300 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2023, worth a combined $2.66B — up 23% from $2.17B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of BE and 44 opened new positions — a net loss of 9 holders — while 100 trimmed existing stakes and 96 added.
The largest buyer was BlackRock, adding an estimated $119M. The largest seller was Alyeska Investment Group, cutting an estimated $31.6M.
- 300 institutional investors held Bloom Energy (BE) as of Q4 2023, down from 311 in Q3 2023.
- Funds reported $2.66B of Bloom Energy stock for Q4 2023, up 23% quarter-over-quarter.
- 44 funds opened new Bloom Energy positions in Q4 2023 and 53 closed out, a net change of -9 holders.
- The largest Bloom Energy buyer in Q4 2023 was BlackRock, an estimated $119M added.
- The largest Bloom Energy seller in Q4 2023 was Alyeska Investment Group, an estimated $31.6M sold.
Based on aggregated 13F filings for Q4 2023.