Beam Global
BEEM
32 hedge funds and large institutions have $21.5M invested in Beam Global in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.
750% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 2
191% more capital invested
Capital invested by funds: $7.37M → $21.5M (+$14.1M)
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
88% more funds holding
Funds holding: 17 → 32 (+15)
12.36% more ownership
Funds ownership: 14.05% → 26.41% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arosa Capital Management
Miami Beach,
Florida
|
+$3.76M |
| 2 |
FA
Friess Associates
Greenville,
Delaware
|
+$2.26M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$1.96M |
| 4 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$1.38M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$338K |
| 2 |
BFIM
Beese Fulmer Investment Management
Canton,
Ohio
|
-$20K |
| 3 |
BA
Bard Associates
Chicago,
Illinois
|
-$7.92K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.49K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $10K | +$10.1K | +800 | New |
|
|
DWA
27
Dorsey Wright & Associates
Pasadena,
California
| $8K | +$8.72K | +693 | New |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $7K | +$7.08K | +563 | New |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $2K | +$1.61K | +128 | New |
|
|
AF
30
Allworth Financial
Folsom,
California
| $1K | +$1.26K | +100 | New |
|
31
Millennium Management
New York
| $137 | +$142K | +11,286 | New |
|
|
BFIM
32
Beese Fulmer Investment Management
Canton,
Ohio
| – | -$20K | -2,000 | Closed |
|
BEEM Hedge Fund Activity: Q3 2020 in Review
32 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q3 2020, worth a combined $21.5M — up 191% from $7.37M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BEEM positions and 2 closed out — a net gain of 15 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Arosa Capital Management, adding an estimated $3.76M. The largest seller was Renaissance Technologies, cutting an estimated $338K.
- 32 institutional investors held Beam Global (BEEM) as of Q3 2020, up from 17 in Q2 2020.
- Funds reported $21.5M of Beam Global stock for Q3 2020, up 191% quarter-over-quarter.
- 17 funds opened new Beam Global positions in Q3 2020 and 2 closed out, a net change of +15 holders.
- The largest Beam Global buyer in Q3 2020 was Arosa Capital Management, an estimated $3.76M added.
- The largest Beam Global seller in Q3 2020 was Renaissance Technologies, an estimated $338K sold.
Based on aggregated 13F filings for Q3 2020.