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Bloom Energy
BE

161 hedge funds and large institutions have $151M invested in Bloom Energy in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $4.39M | Put options by funds: $2.19M

68% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 34

1% less funds holding

Funds holding: 162 → 161 (-1)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

10.53% less ownership

Funds ownership: 77.16% → 66.64% (-11%)

73% less capital invested

Capital invested by funds: $567M → $151M (-$416M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
161
Holders Change
-1
Holders Change %
-0.62%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
57
Reduced
34
Closed
41
Calls
$4.39M
Puts
$2.19M
Net Calls
+$2.21M
Net Calls Change
-$2.57M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$21.3M
2
Millennium Management
Millennium Management
New York
+$16.7M
3
Invesco
Invesco
Georgia
+$8.66M
4
GC
GMT Capital
Georgia
+$5.55M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$5.4M

Top Sellers

Rank Fund Capital Flow
1
BAMCO Inc
BAMCO Inc
New York
-$29.4M
2
SCP
Sandhill Capital Partners
New York
-$20.9M
3
GIP
Granite Investment Partners
California
-$13.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$11.7M
5
EAM
Eagle Asset Management
Florida
-$9.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$14M +$3.61M +483,026 +13%
AIMCA
2
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.5M -$6.79M -908,648 -20%
BlackRock
3
BlackRock
New York
$10.3M +$930K +124,417 +4%
Morgan Stanley
4
Morgan Stanley
New York
$9.82M +$21.3M +2,849,515 +1,644%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$8.38M +$2.52M +336,485 +15%
Millennium Management
6
Millennium Management
New York
$7.54M +$16.7M +2,233,075 +2,583%
ClearBridge Investments
7
ClearBridge Investments
New York
$7.33M +$14.1K +1,888 +0.1%
Allianz Asset Management
8
Allianz Asset Management
Germany
$5.27M -$11.7M -1,562,058 -49%
Invesco
9
Invesco
Georgia
$5.13M +$8.66M +1,157,690 +274%
NMC
10
NEA Management Company
Maryland
$4.33M – – –
Handelsbanken Fonder
11
Handelsbanken Fonder
Sweden
$4.28M +$5.4M +722,654 +121%
State Street
12
State Street
Massachusetts
$3.37M +$396K +52,947 +5%
RA
13
Royce & Associates
New York
$3.36M +$1.29M +172,673 +20%
PGH
14
Partners Group Holding
Switzerland
$2.95M +$54.8K +7,334 +0.8%
EAM
15
Eagle Asset Management
Florida
$2.9M -$9.91M -1,325,078 -60%
Citadel Advisors
16
Citadel Advisors
Florida
$2.6M +$2.6M +348,300 +77%
GC
17
GMT Capital
Georgia
$2.41M +$5.55M +741,752 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$2.3M -$3.81M -508,900 -42%
Ameriprise
19
Ameriprise
Minnesota
$2.04M +$4.01M +535,743 +578%
Northern Trust
20
Northern Trust
Illinois
$1.98M +$2.24M +299,040 +96%
Two Sigma Investments
21
Two Sigma Investments
New York
$1.92M +$4.41M +589,529 New
Deutsche Bank
22
Deutsche Bank
Germany
$1.83M +$1.69M +225,586 +67%
CS
23
Credit Suisse
Switzerland
$1.76M -$1.2M -160,596 -23%
Renaissance Technologies
24
Renaissance Technologies
New York
$1.63M +$3.75M +501,765 New
CTA
25
Carillon Tower Advisers
Florida
$1.46M -$3.74M -500,000 -40%
1
2 3 4 5

BE Hedge Fund Activity: Q3 2019 in Review

161 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2019, worth a combined $151M — down 73% from $567M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of BE and 40 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 57 added.

The largest buyer was Morgan Stanley, adding an estimated $21.3M. The largest seller was BAMCO Inc, exiting entirely with an estimated $29.4M sold.

  • 161 institutional investors held Bloom Energy (BE) as of Q3 2019, down from 162 in Q2 2019.
  • Funds reported $151M of Bloom Energy stock for Q3 2019, down 73% quarter-over-quarter.
  • 40 funds opened new Bloom Energy positions in Q3 2019 and 41 closed out, a net change of -1 holder.
  • The largest Bloom Energy buyer in Q3 2019 was Morgan Stanley, an estimated $21.3M added.
  • The largest Bloom Energy seller in Q3 2019 was BAMCO Inc, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2019.