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Bloom Energy

204 hedge funds and large institutions have $1.48B invested in Bloom Energy in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 72 increasing their positions, 45 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more capital invested

Capital invested by funds: $646M → $1.48B (+$839M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

95% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $21.2M

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

60% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 45

17.29% more ownership

Funds ownership: 63.39%80.68% (+17%)

15% more funds holding

Funds holding: 178204 (+26)

Holders
204
Holders Change
+26
Holders Change %
+14.61%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
54
Increased
72
Reduced
45
Closed
28
Calls
$41.4M
Puts
$21.2M
Net Calls
+$20.2M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$224M +$25.4M +1,701,084 +16%
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$165M +$137M +9,206,695 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$137M +$16.4M +1,099,942 +17%
BlackRock
4
BlackRock
New York
$103M +$14.1M +944,077 +20%
Fidelity International
5
Fidelity International
Bermuda
$74.2M +$61.6M +4,126,483 New
Morgan Stanley
6
Morgan Stanley
New York
$67.7M +$7.86M +526,529 +16%
Renaissance Technologies
7
Renaissance Technologies
New York
$66.6M -$27.4M -1,833,100 -33%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$50.6M +$27.2M +1,823,886 +183%
State Street
9
State Street
Massachusetts
$32.5M +$2.37M +159,048 +10%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$28.8M +$23.9M +1,604,570 New
N
11
Nuveen
North Carolina
$25.9M +$5.63M +377,225 +35%
Invesco
12
Invesco
Georgia
$25.2M +$3.2M +214,702 +18%
ClearBridge Investments
13
ClearBridge Investments
New York
$24.9M +$9.88K +662 +0%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$24M -$723K -48,457 -3%
NMC
15
NEA Management Company
Maryland
$24M
Wells Fargo
16
Wells Fargo
California
$22.9M +$13.4M +896,121 +237%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$21.3M +$7M +468,822 +66%
Handelsbanken Fonder
18
Handelsbanken Fonder
Sweden
$21.1M +$5.65M +378,740 +48%
Northern Trust
19
Northern Trust
Illinois
$18.6M +$11.5M +771,640 +293%
PGH
20
Partners Group Holding
Switzerland
$16.2M
DCM
21
Driehaus Capital Management
Illinois
$15.3M +$12.7M +849,235 New
Norges Bank
22
Norges Bank
Norway
$13.5M +$11.2M +750,000 New
CS
23
Credit Suisse
Switzerland
$13.4M +$186K +12,473 +2%
RA
24
Royce & Associates
New York
$12.9M -$2.19M -146,500 -17%
Allianz Asset Management
25
Allianz Asset Management
Germany
$11.6M -$7.52M -503,832 -44%

BE Hedge Fund Activity: Q3 2020 in Review

204 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2020, worth a combined $1.48B — up 130% from $646M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BE positions and 28 closed out — a net gain of 26 holders — while 72 added to existing stakes and 45 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $137M. The largest seller was Renaissance Technologies, cutting an estimated $27.4M.

  • 204 institutional investors held Bloom Energy (BE) as of Q3 2020, up from 178 in Q2 2020.
  • Funds reported $1.48B of Bloom Energy stock for Q3 2020, up 130% quarter-over-quarter.
  • 54 funds opened new Bloom Energy positions in Q3 2020 and 28 closed out, a net change of +26 holders.
  • The largest Bloom Energy buyer in Q3 2020 was Canada Pension Plan Investment Board, an estimated $137M added.
  • The largest Bloom Energy seller in Q3 2020 was Renaissance Technologies, an estimated $27.4M sold.

Based on aggregated 13F filings for Q3 2020.