Bloom Energy
286 hedge funds and large institutions have $2.8B invested in Bloom Energy in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 117 increasing their positions, 60 reducing their positions, and 44 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 60
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+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 → $2.8B (+$224M)
5.93% more ownership
Funds ownership: 66.2% → 72.12% (+5.9%)
1% more funds holding
Funds holding: 282 → 286 (+4)
37% less call options, than puts
Call options by funds: $87.1M | Put options by funds: $139M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$141M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$94.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$20.1M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$19.2M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$116M |
| 2 |
Renaissance Technologies
New York
|
-$20.9M |
| 3 |
Two Sigma Investments
New York
|
-$19.7M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.23M |
BE Hedge Fund Activity: Q2 2021 in Review
286 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2021, worth a combined $2.8B — up 8.7% 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 117 added to existing stakes and 60 trimmed.
The largest buyer was BlackRock, adding an estimated $141M. The largest seller was Fidelity Investments, cutting an estimated $116M.
- 286 institutional investors held Bloom Energy (BE) as of Q2 2021, up from 282 in Q1 2021.
- Funds reported $2.8B of Bloom Energy stock for Q2 2021, up 8.7% 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.