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Bloom Energy

261 hedge funds and large institutions have $2.66B invested in Bloom Energy in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 22

79% more capital invested

Capital invested by funds: $1.48B → $2.66B (+$1.17B)

51% more call options, than puts

Call options by funds: $97.5M | Put options by funds: $64.8M

28% more funds holding

Funds holding: 204261 (+57)

22% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14.36% less ownership

Funds ownership: 80.68%66.32% (-14%)

Holders
261
Holders Change
+57
Holders Change %
+27.94%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
81
Increased
83
Reduced
68
Closed
22
Calls
$97.5M
Puts
$64.8M
Net Calls
+$32.8M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$369M +$8.85M +414,703 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$312M +$69.8M +3,270,713 +43%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$300M +$189M +8,876,335 +553%
BlackRock
4
BlackRock
New York
$191M +$20.6M +965,093 +17%
Morgan Stanley
5
Morgan Stanley
New York
$134M +$19.4M +907,004 +24%
UBS AM
6
UBS AM
Illinois
$66.6M +$43.7M +2,045,980 +739%
Wells Fargo
7
Wells Fargo
California
$62.3M +$19.2M +898,923 +71%
ClearBridge Investments
8
ClearBridge Investments
New York
$60.5M +$15.5M +725,974 +52%
State Street
9
State Street
Massachusetts
$58.3M +$4.77M +223,289 +12%
Handelsbanken Fonder
10
Handelsbanken Fonder
Sweden
$51.2M +$13.1M +614,620 +52%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$47.9M -$24.5M -1,145,748 -41%
N
12
Nuveen
North Carolina
$44.5M +$2.31M +108,296 +8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$43.5M +$7.1M +332,489 +28%
Invesco
14
Invesco
Georgia
$39M -$834K -39,076 -3%
NMC
15
NEA Management Company
Maryland
$38.2M
First Trust Advisors
16
First Trust Advisors
Illinois
$34.1M +$18.1M +849,528 +251%
Northern Trust
17
Northern Trust
Illinois
$32.6M +$2.21M +103,595 +10%
DCM
18
Driehaus Capital Management
Illinois
$31.3M +$5.22M +244,548 +29%
KBC Group
19
KBC Group
Belgium
$29.8M +$749K +35,070 +23%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$26.6M -$8.68M -406,845 -30%
Norges Bank
21
Norges Bank
Norway
$25M +$2.59M +121,534 +16%
PGH
22
Partners Group Holding
Switzerland
$24.9M -$649K -30,411 -3%
Vontobel Holding
23
Vontobel Holding
Switzerland
$24.4M +$12.2M +571,098 New
Wellington Management Group
24
Wellington Management Group
Massachusetts
$20.7M +$6.4M +299,802 +71%
Charles Schwab
25
Charles Schwab
California
$20.3M +$3.4M +159,413 +29%

BE Hedge Fund Activity: Q4 2020 in Review

261 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2020, worth a combined $2.66B — up 79% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new BE positions and 22 closed out — a net gain of 59 holders — while 83 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $189M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $189M.

  • 261 institutional investors held Bloom Energy (BE) as of Q4 2020, up from 204 in Q3 2020.
  • Funds reported $2.66B of Bloom Energy stock for Q4 2020, up 79% quarter-over-quarter.
  • 81 funds opened new Bloom Energy positions in Q4 2020 and 22 closed out, a net change of +59 holders.
  • The largest Bloom Energy buyer in Q4 2020 was Fidelity Investments, an estimated $189M added.
  • The largest Bloom Energy seller in Q4 2020 was Canada Pension Plan Investment Board, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2020.