Bloom Energy
370 hedge funds and large institutions have $4.22B invested in Bloom Energy in 2024 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 97 increasing their positions, 104 reducing their positions, and 55 closing their positions.
600% more funds holding in top 10
Funds holding in top 10: 1 → 7 (+6)
117% more capital invested
Capital invested by funds: $1.94B → $4.22B (+$2.28B)
105% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 55
51% more call options, than puts
Call options by funds: $433M | Put options by funds: $287M
17% more funds holding
Funds holding: 316 → 370 (+54)
2.43% more ownership
Funds ownership: 80.63% → 83.06% (+2.4%)
7% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 104
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$72.3M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$48.9M |
| 3 |
Millennium Management
New York
|
+$25.4M |
| 4 |
Two Sigma Investments
New York
|
+$24.2M |
| 5 |
TA
Trivest Advisors
Hong Kong
|
+$24.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$60.2M |
| 2 |
BNP Paribas Asset Management
Paris,
France
|
-$48.4M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$44M |
| 4 |
JCM
JAT Capital Management
Greenwich,
Connecticut
|
-$33.1M |
| 5 |
CAM
Contour Asset Management
New York
|
-$31.3M |
BE Hedge Fund Activity: Q4 2024 in Review
370 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2024, worth a combined $4.22B — up 117% from $1.94B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new BE positions and 55 closed out — a net gain of 58 holders — while 97 added to existing stakes and 104 trimmed.
The largest buyer was UBS Group, adding an estimated $72.3M. The largest seller was Bank of America, cutting an estimated $60.2M.
- 370 institutional investors held Bloom Energy (BE) as of Q4 2024, up from 316 in Q3 2024.
- Funds reported $4.22B of Bloom Energy stock for Q4 2024, up 117% quarter-over-quarter.
- 113 funds opened new Bloom Energy positions in Q4 2024 and 55 closed out, a net change of +58 holders.
- The largest Bloom Energy buyer in Q4 2024 was UBS Group, an estimated $72.3M added.
- The largest Bloom Energy seller in Q4 2024 was Bank of America, an estimated $60.2M sold.
Based on aggregated 13F filings for Q4 2024.