Bloom Energy
282 hedge funds and large institutions have $2.57B invested in Bloom Energy in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 97 increasing their positions, 82 reducing their positions, and 43 closing their positions.
53% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 43
18% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 82
8% more funds holding
Funds holding: 262 → 282 (+20)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.12% less ownership
Funds ownership: 66.31% → 66.2% (-0.12%)
2% less capital invested
Capital invested by funds: $2.64B → $2.57B (-$64.3M)
59% less call options, than puts
Call options by funds: $58.8M | Put options by funds: $142M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$135M |
| 2 |
JP Morgan Chase
New York
|
+$102M |
| 3 |
Renaissance Technologies
New York
|
+$38.8M |
| 4 |
BlackRock
New York
|
+$27.4M |
| 5 |
Two Sigma Investments
New York
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$171M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$35.3M |
| 3 |
D.E. Shaw & Co
New York
|
-$31.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$20.7M |
| 5 |
RA
Royce & Associates
New York
|
-$20.1M |
BE Hedge Fund Activity: Q1 2021 in Review
282 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2021, worth a combined $2.57B — down 2.4% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new BE positions and 43 closed out — a net gain of 23 holders — while 97 added to existing stakes and 82 trimmed.
The largest buyer was Ameriprise, adding an estimated $135M. The largest seller was Fidelity Investments, cutting an estimated $171M.
- 282 institutional investors held Bloom Energy (BE) as of Q1 2021, up from 262 in Q4 2020.
- Funds reported $2.57B of Bloom Energy stock for Q1 2021, down 2.4% quarter-over-quarter.
- 66 funds opened new Bloom Energy positions in Q1 2021 and 43 closed out, a net change of +23 holders.
- The largest Bloom Energy buyer in Q1 2021 was Ameriprise, an estimated $135M added.
- The largest Bloom Energy seller in Q1 2021 was Fidelity Investments, an estimated $171M sold.
Based on aggregated 13F filings for Q1 2021.