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Beam Global

61 hedge funds and large institutions have $180M invested in Beam Global in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

739% more capital invested

Capital invested by funds: $21.5M → $180M (+$159M)

414% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 7

91% more funds holding

Funds holding: 3261 (+29)

8.36% more ownership

Funds ownership: 26.41%34.78% (+8.4%)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
61
Holders Change
+29
Holders Change %
+90.63%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
9
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
26
Lido Advisors
California
$524K -$2.77M -100,109 -93%
Capstone Investment Advisors
27
Capstone Investment Advisors
New York
$451K +$169K +6,110 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$432K -$109K -3,950 -40%
State Street
29
State Street
Massachusetts
$428K +$161K +5,800 New
6CM
30
683 Capital Management
New York
$406K +$152K +5,497 New
RHBC
31
R.H. Bluestein & Co
Michigan
$406K +$152K +5,500 New
LPL Financial
32
LPL Financial
California
$403K +$151K +5,460 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$319K +$120K +4,318 New
AGM
34
Alpine Global Management
New York
$288K +$108K +3,903 New
KAS
35
Kestra Advisory Services
Texas
$287K +$117K +4,222 New
Jane Street
36
Jane Street
New York
$285K +$107K +3,865 New
BCM
37
Beddow Capital Management
Wyoming
$277K +$104K +3,750 New
Creative Planning
38
Creative Planning
Kansas
$267K -$4.22M -152,155 -98%
MFS
39
Mirabella Financial Services
United Kingdom
$261K +$98.1K +3,540 New
SCP
40
Sandhill Capital Partners
New York
$246K +$92.3K +3,333 New
Squarepoint
41
Squarepoint
New York
$227K -$382K -13,779 -82%
OGC
42
One68 Global Capital
New York
$221K +$83.1K +2,998 New
FAM
43
Formidable Asset Management
Ohio
$210K +$104K +3,758 New
Credit Agricole
44
Credit Agricole
France
$192K +$72K +2,600 New
HSA
45
Hussman Strategic Advisors
Maryland
$184K
Bank of America
46
Bank of America
North Carolina
$184K +$69.4K +2,506 New
CFFP
47
Center for Financial Planning
Michigan
$74K
DWA
48
Dorsey Wright & Associates
California
$68K +$6.4K +231 +33%
Osaic Holdings
49
Osaic Holdings
Arizona
$40K +$11.4K +412 +322%
PGAM
50
Princeton Global Asset Management
New Jersey
$37K +$13.9K +500 New

BEEM Hedge Fund Activity: Q4 2020 in Review

61 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q4 2020, worth a combined $180M — up 739% from $21.5M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BEEM positions and 7 closed out — a net gain of 29 holders — while 9 added to existing stakes and 13 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $28M. The largest seller was Arosa Capital Management, cutting an estimated $9.75M.

  • 61 institutional investors held Beam Global (BEEM) as of Q4 2020, up from 32 in Q3 2020.
  • Funds reported $180M of Beam Global stock for Q4 2020, up 739% quarter-over-quarter.
  • 36 funds opened new Beam Global positions in Q4 2020 and 7 closed out, a net change of +29 holders.
  • The largest Beam Global buyer in Q4 2020 was Invesco, an estimated $28M added.
  • The largest Beam Global seller in Q4 2020 was Arosa Capital Management, an estimated $9.75M sold.

Based on aggregated 13F filings for Q4 2020.