Bloom Energy
272 hedge funds and large institutions have $2B invested in Bloom Energy in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 43 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 72
1.06% more ownership
Funds ownership: 72.12% → 73.19% (+1.1%)
5% less funds holding
Funds holding: 286 → 272 (-14)
19% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 43
29% less capital invested
Capital invested by funds: $2.8B → $2B (-$798M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
54% less call options, than puts
Call options by funds: $52.2M | Put options by funds: $113M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$21.6M |
| 2 |
BlackRock
New York
|
+$14M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$10M |
| 4 |
CCPM
Cooper Creek Partners Management
New York
|
+$9.96M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$34.6M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$12.2M |
| 3 |
D.E. Shaw & Co
New York
|
-$11.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.6M |
| 5 |
CS
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
-$9.31M |
BE Hedge Fund Activity: Q3 2021 in Review
272 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2021, worth a combined $2B — down 29% from $2.8B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of BE and 35 opened new positions — a net loss of 8 holders — while 72 trimmed existing stakes and 102 added.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $21.6M. The largest seller was Wells Fargo, cutting an estimated $34.6M.
- 272 institutional investors held Bloom Energy (BE) as of Q3 2021, down from 286 in Q2 2021.
- Funds reported $2B of Bloom Energy stock for Q3 2021, down 29% quarter-over-quarter.
- 35 funds opened new Bloom Energy positions in Q3 2021 and 43 closed out, a net change of -8 holders.
- The largest Bloom Energy buyer in Q3 2021 was Two Sigma Investments, an estimated $21.6M added.
- The largest Bloom Energy seller in Q3 2021 was Wells Fargo, an estimated $34.6M sold.
Based on aggregated 13F filings for Q3 2021.