Bloom Energy
336 hedge funds and large institutions have $2.81B invested in Bloom Energy in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 100 reducing their positions, and 42 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
31% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 42
8% more capital invested
Capital invested by funds: $2.6B → $2.81B (+$212M)
2% more funds holding
Funds holding: 328 → 336 (+8)
6% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 100
1.36% less ownership
Funds ownership: 75.51% → 74.15% (-1.4%)
12% less call options, than puts
Call options by funds: $55.6M | Put options by funds: $63M
Top Buyers
| 1 |
ECA
Encompass Capital Advisors
New York
|
+$36.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25.7M |
| 3 |
PIF
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
+$23.4M |
| 4 |
Goldman Sachs
New York
|
+$17.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.4M |
Top Sellers
| 1 |
Legal & General Group
London,
United Kingdom
|
-$23.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$18.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$12.3M |
| 4 |
D.E. Shaw & Co
New York
|
-$10.2M |
| 5 |
Millennium Management
New York
|
-$10.1M |
BE Hedge Fund Activity: Q1 2023 in Review
336 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q1 2023, worth a combined $2.81B — up 8.2% from $2.6B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new BE positions and 42 closed out — a net gain of 13 holders — while 106 added to existing stakes and 100 trimmed.
The largest buyer was Encompass Capital Advisors, opening a new position worth an estimated $36.9M. The largest seller was Legal & General Group, cutting an estimated $23.9M.
- 336 institutional investors held Bloom Energy (BE) as of Q1 2023, up from 328 in Q4 2022.
- Funds reported $2.81B of Bloom Energy stock for Q1 2023, up 8.2% quarter-over-quarter.
- 55 funds opened new Bloom Energy positions in Q1 2023 and 42 closed out, a net change of +13 holders.
- The largest Bloom Energy buyer in Q1 2023 was Encompass Capital Advisors, an estimated $36.9M added.
- The largest Bloom Energy seller in Q1 2023 was Legal & General Group, an estimated $23.9M sold.
Based on aggregated 13F filings for Q1 2023.