Bloom Energy
299 hedge funds and large institutions have $2.55B invested in Bloom Energy in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 88 increasing their positions, 85 reducing their positions, and 40 closing their positions.
75% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 40
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
27% more capital invested
Capital invested by funds: $2B → $2.55B (+$547M)
10% more funds holding
Funds holding: 272 → 299 (+27)
5.63% more ownership
Funds ownership: 73.19% → 78.82% (+5.6%)
4% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 85
33% less call options, than puts
Call options by funds: $81.2M | Put options by funds: $121M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$41.6M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$35.5M |
| 3 |
Two Sigma Investments
New York
|
+$30.5M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$25.5M |
| 5 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMC
NEA Management Company
Timonium,
Maryland
|
-$25M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$21.8M |
| 3 |
Morgan Stanley
New York
|
-$19M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$10M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$9.58M |
BE Hedge Fund Activity: Q4 2021 in Review
299 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2021, worth a combined $2.55B — up 27% from $2B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new BE positions and 40 closed out — a net gain of 30 holders — while 88 added to existing stakes and 85 trimmed.
The largest buyer was BlackRock, adding an estimated $41.6M. The largest seller was NEA Management Company, exiting entirely with an estimated $25M sold.
- 299 institutional investors held Bloom Energy (BE) as of Q4 2021, up from 272 in Q3 2021.
- Funds reported $2.55B of Bloom Energy stock for Q4 2021, up 27% quarter-over-quarter.
- 70 funds opened new Bloom Energy positions in Q4 2021 and 40 closed out, a net change of +30 holders.
- The largest Bloom Energy buyer in Q4 2021 was BlackRock, an estimated $41.6M added.
- The largest Bloom Energy seller in Q4 2021 was NEA Management Company, an estimated $25M sold.
Based on aggregated 13F filings for Q4 2021.