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Bloom Energy

285 hedge funds and large institutions have $2.79B invested in Bloom Energy in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 59 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 59

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

9% more capital invested

Capital invested by funds: $2.57B → $2.79B (+$226M)

5.99% more ownership

Funds ownership: 66.09%72.08% (+6%)

1% more funds holding

Funds holding: 281285 (+4)

37% less call options, than puts

Call options by funds: $87.1M | Put options by funds: $139M

Holders
285
Holders Change
+4
Holders Change %
+1.42%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
51
Increased
118
Reduced
59
Closed
44
Calls
$87.1M
Puts
$139M
Net Calls
-$52.1M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$562M +$94.9M +3,914,197 +23%
BlackRock
2
BlackRock
New York
$358M +$141M +5,824,020 +78%
Vanguard Group
3
Vanguard Group
Pennsylvania
$322M +$8.72M +359,597 +3%
Morgan Stanley
4
Morgan Stanley
New York
$129M +$5.96M +245,887 +5%
JP Morgan Chase
5
JP Morgan Chase
New York
$99.1M +$7.91M +326,091 +10%
State Street
6
State Street
Massachusetts
$75.6M +$20.1M +830,019 +42%
Wells Fargo
7
Wells Fargo
California
$64.5M +$6.93M +285,750 +14%
ClearBridge Investments
8
ClearBridge Investments
New York
$62.1M +$127K +5,219 +0.2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$57M +$11M +452,646 +27%
N
10
Nuveen
North Carolina
$56.8M +$17.4M +717,975 +51%
UBS AM
11
UBS AM
Illinois
$54.4M +$2.61M +107,690 +6%
Norges Bank
12
Norges Bank
Norway
$40.5M +$19.2M +793,419 +111%
Handelsbanken Fonder
13
Handelsbanken Fonder
Sweden
$38.8M +$2.5M +102,929 +8%
First Trust Advisors
14
First Trust Advisors
Illinois
$37.3M -$2.41M -99,472 -7%
Invesco
15
Invesco
Georgia
$37M -$3.65M -150,689 -10%
NMC
16
NEA Management Company
Maryland
$35.8M
Northern Trust
17
Northern Trust
Illinois
$32.5M +$2.07M +85,303 +8%
Bank of America
18
Bank of America
North Carolina
$31.5M +$11.1M +457,073 +64%
ECP
19
Elemental Capital Partners
California
$30.3M +$121K +5,000 +0.4%
Charles Schwab
20
Charles Schwab
California
$24.8M +$3M +123,817 +16%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$22.8M -$240K -9,880 -1%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$21.3M +$2.23M +91,983 +13%
CS
23
Credit Suisse
Switzerland
$19.8M +$10.6M +439,081 +151%
Legal & General Group
24
Legal & General Group
United Kingdom
$19M +$8.53M +351,909 +99%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$17M +$1.61M +66,355 +12%

BE Hedge Fund Activity: Q2 2021 in Review

285 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2021, worth a combined $2.79B — up 8.8% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BE positions and 44 closed out — a net gain of 7 holders — while 118 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 285 institutional investors held Bloom Energy (BE) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $2.79B of Bloom Energy stock for Q2 2021, up 8.8% quarter-over-quarter.
  • 51 funds opened new Bloom Energy positions in Q2 2021 and 44 closed out, a net change of +7 holders.
  • The largest Bloom Energy buyer in Q2 2021 was BlackRock, an estimated $141M added.
  • The largest Bloom Energy seller in Q2 2021 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2021.