We are live on ! Find out more
BE icon

Bloom Energy

178 hedge funds and large institutions have $646M invested in Bloom Energy in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more capital invested

Capital invested by funds: $263M → $646M (+$383M)

124% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 21

62% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 37

16% more funds holding

Funds holding: 154178 (+24)

3.28% less ownership

Funds ownership: 66.67%63.39% (-3.3%)

16% less call options, than puts

Call options by funds: $19.5M | Put options by funds: $23.2M

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
60
Reduced
37
Closed
21
Calls
$19.5M
Puts
$23.2M
Net Calls
-$3.67M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$117M +$84.3K +10,794 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$70.9M +$10.5M +1,346,273 +26%
Renaissance Technologies
3
Renaissance Technologies
New York
$60.3M -$3.97M -508,100 -8%
BlackRock
4
BlackRock
New York
$51.8M +$11.7M +1,502,431 +46%
Morgan Stanley
5
Morgan Stanley
New York
$35.2M +$3.68M +470,667 +17%
State Street
6
State Street
Massachusetts
$18M +$4.37M +559,861 +51%
BNP Paribas Asset Management
7
BNP Paribas Asset Management
France
$17.6M +$2.56M +327,587 +25%
ClearBridge Investments
8
ClearBridge Investments
New York
$15.1M +$12.5K +1,595 +0.1%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$15M -$236K -30,278 -2%
NMC
10
NEA Management Company
Maryland
$14.5M
PP
11
PDT Partners
New York
$14.2M +$9.29M +1,189,288 +1,003%
Invesco
12
Invesco
Georgia
$12.9M +$875K +112,073 +10%
Allianz Asset Management
13
Allianz Asset Management
Germany
$12.5M -$130K -16,673 -1%
N
14
Nuveen
North Carolina
$11.6M +$2.86M +366,771 +52%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$10.8M +$7.77M +994,588 New
PGH
16
Partners Group Holding
Switzerland
$9.79M
RA
17
Royce & Associates
New York
$9.38M -$375K -48,035 -5%
Handelsbanken Fonder
18
Handelsbanken Fonder
Sweden
$8.63M +$2.25M +288,048 +57%
CS
19
Credit Suisse
Switzerland
$7.98M +$1.24M +159,378 +28%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$7.79M +$1.46M +186,482 +35%
HIC
21
Hartline Investment Corp
Illinois
$7.13M +$5.12M +655,404 New
Millennium Management
22
Millennium Management
New York
$6.51M -$3.53M -451,519 -43%
AIM
23
Artemis Investment Management
United Kingdom
$5.09M +$2.18M +279,014 +148%
AllianceBernstein
24
AllianceBernstein
Tennessee
$4.6M -$417K -53,345 -11%
Wells Fargo
25
Wells Fargo
California
$4.12M +$260K +33,315 +10%

BE Hedge Fund Activity: Q2 2020 in Review

178 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2020, worth a combined $646M — up 146% from $263M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BE positions and 21 closed out — a net gain of 26 holders — while 60 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $11.7M. The largest seller was Renaissance Technologies, cutting an estimated $3.97M.

  • 178 institutional investors held Bloom Energy (BE) as of Q2 2020, up from 154 in Q1 2020.
  • Funds reported $646M of Bloom Energy stock for Q2 2020, up 146% quarter-over-quarter.
  • 47 funds opened new Bloom Energy positions in Q2 2020 and 21 closed out, a net change of +26 holders.
  • The largest Bloom Energy buyer in Q2 2020 was BlackRock, an estimated $11.7M added.
  • The largest Bloom Energy seller in Q2 2020 was Renaissance Technologies, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2020.