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Bloom Energy
BE

159 hedge funds and large institutions have $342M invested in Bloom Energy in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more capital invested

Capital invested by funds: $151M → $342M (+$192M)

5% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 40

1% less funds holding

Funds holding: 161 → 159 (-2)

6.07% less ownership

Funds ownership: 66.64% → 60.56% (-6.1%)

24% less call options, than puts

Call options by funds: $3.33M | Put options by funds: $4.41M

25% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 53

Holders
159
Holders Change
-2
Holders Change %
-1.24%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
40
Reduced
53
Closed
40
Calls
$3.33M
Puts
$4.41M
Net Calls
-$1.07M
Net Calls Change
-$3.28M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$40.2M
2
Renaissance Technologies
Renaissance Technologies
New York
+$15.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$6.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.77M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.65M

Top Sellers

1
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$11.5M
2
Millennium Management
Millennium Management
New York
-$8.49M
3
Morgan Stanley
Morgan Stanley
New York
-$4.34M
4
ClearBridge Investments
ClearBridge Investments
New York
-$4.18M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$66.6M +$40.2M +8,287,372 +1,319%
Vanguard Group
2
Vanguard Group
Pennsylvania
$35M +$1.77M +364,060 +8%
Renaissance Technologies
3
Renaissance Technologies
New York
$27.8M +$15.6M +3,221,588 +642%
BlackRock
4
BlackRock
New York
$24.3M +$374K +77,068 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$19.9M +$383K +78,932 +3%
Morgan Stanley
6
Morgan Stanley
New York
$15.9M -$4.34M -895,528 -30%
ClearBridge Investments
7
ClearBridge Investments
New York
$11M -$4.18M -862,330 -38%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$10.1M +$6.4M +1,320,044 +3,817%
NMC
9
NEA Management Company
Maryland
$9.96M – – –
Invesco
10
Invesco
Georgia
$9.08M -$1.77M -364,701 -23%
Allianz Asset Management
11
Allianz Asset Management
Germany
$8.65M -$2.25M -463,614 -29%
State Street
12
State Street
Massachusetts
$8.31M +$364K +74,987 +7%
PGH
13
Partners Group Holding
Switzerland
$6.72M -$35.6K -7,334 -0.8%
RA
14
Royce & Associates
New York
$5.89M -$1.19M -245,000 -24%
Handelsbanken Fonder
15
Handelsbanken Fonder
Sweden
$5.57M -$2.77M -572,122 -43%
Northern Trust
16
Northern Trust
Illinois
$4.58M +$21K +4,334 +0.7%
Millennium Management
17
Millennium Management
New York
$4.25M -$8.49M -1,750,444 -75%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.45M +$127K +26,288 +6%
CS
19
Credit Suisse
Switzerland
$3.11M -$603K -124,463 -23%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.92M +$83K +17,119 +5%
Wells Fargo
21
Wells Fargo
California
$2.9M +$554K +114,288 +42%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$2.65M -$184K -38,000 -10%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$2.54M +$1.65M +339,887 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.98M +$413K +85,097 +47%
N
25
Nuveen
North Carolina
$1.72M -$20.3K -4,186 -2%
1
2 3 4 5

BE Hedge Fund Activity: Q4 2019 in Review

159 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2019, worth a combined $342M — up 127% from $151M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BE and 38 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 40 added.

The largest buyer was Ameriprise, adding an estimated $40.2M. The largest seller was Alberta Investment Management Corp (AIMCo), exiting entirely with an estimated $11.5M sold.

  • 159 institutional investors held Bloom Energy (BE) as of Q4 2019, down from 161 in Q3 2019.
  • Funds reported $342M of Bloom Energy stock for Q4 2019, up 127% quarter-over-quarter.
  • 38 funds opened new Bloom Energy positions in Q4 2019 and 40 closed out, a net change of -2 holders.
  • The largest Bloom Energy buyer in Q4 2019 was Ameriprise, an estimated $40.2M added.
  • The largest Bloom Energy seller in Q4 2019 was Alberta Investment Management Corp (AIMCo), an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2019.