Bloom Energy
311 hedge funds and large institutions have $2.17B invested in Bloom Energy in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 75 reducing their positions, and 37 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 75
14% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 37
1% more funds holding
Funds holding: 307 → 311 (+4)
3.19% less ownership
Funds ownership: 81.34% → 78.15% (-3.2%)
16% less capital invested
Capital invested by funds: $2.57B → $2.17B (-$400M)
22% less call options, than puts
Call options by funds: $66.9M | Put options by funds: $86.1M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$34.7M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$27.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.8M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$20.5M |
| 2 |
Jane Street
New York
|
-$19.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$19.2M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$15.6M |
| 5 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$14M |
BE Hedge Fund Activity: Q3 2023 in Review
311 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q3 2023, worth a combined $2.17B — down 16% from $2.57B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new BE positions and 37 closed out — a net gain of 5 holders — while 116 added to existing stakes and 75 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $34.7M. The largest seller was Frontier Capital Management, cutting an estimated $20.5M.
- 311 institutional investors held Bloom Energy (BE) as of Q3 2023, up from 307 in Q2 2023.
- Funds reported $2.17B of Bloom Energy stock for Q3 2023, down 16% quarter-over-quarter.
- 42 funds opened new Bloom Energy positions in Q3 2023 and 37 closed out, a net change of +5 holders.
- The largest Bloom Energy buyer in Q3 2023 was Fidelity Investments, an estimated $34.7M added.
- The largest Bloom Energy seller in Q3 2023 was Frontier Capital Management, an estimated $20.5M sold.
Based on aggregated 13F filings for Q3 2023.