Bloom Energy
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$40.2M |
| 2 |
Renaissance Technologies
New York
|
+$15.6M |
| 3 |
Neuberger Berman Group
New York
|
+$6.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.77M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$11.5M |
| 2 |
Millennium Management
New York
|
-$8.49M |
| 3 |
Morgan Stanley
New York
|
-$4.34M |
| 4 |
ClearBridge Investments
New York
|
-$4.18M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.69M |
BE Hedge Fund Activity: Q4 2019 in Review
159 of the 5,092 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.