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Beam Global
BEEM

Overview Fund Activity

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
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
–

Top Buyers

1
Invesco
Invesco
Georgia
+$74.6M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
+$7.71M
3
BlackRock
BlackRock
New York
+$6.58M
4
Millennium Management
Millennium Management
New York
+$6.52M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$5.83M

Top Sellers

1
ACM
Arosa Capital Management
Florida
-$26M
2
FA
Friess Associates
Delaware
-$11.5M
3
Creative Planning
Creative Planning
Kansas
-$11.2M
4
BA
Bard Associates
Illinois
-$8.12M
5
Lido Advisors
Lido Advisors
California
-$7.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$524K -$7.38M -100,109 -93%
Capstone Investment Advisors
27
Capstone Investment Advisors
New York
$451K +$451K +6,110 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$432K -$292K -3,950 -40%
State Street
29
State Street
Massachusetts
$428K +$428K +5,800 New
6CM
30
683 Capital Management
New York
$406K +$406K +5,497 New
RHBC
31
R.H. Bluestein & Co
Michigan
$406K +$406K +5,500 New
LPL Financial
32
LPL Financial
California
$403K +$403K +5,460 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$319K +$319K +4,318 New
AGM
34
Alpine Global Management
New York
$288K +$288K +3,903 New
KAS
35
Kestra Advisory Services
Texas
$287K +$287K +4,222 New
Jane Street
36
Jane Street
New York
$285K +$285K +3,865 New
BCM
37
Beddow Capital Management
Wyoming
$277K +$277K +3,750 New
Creative Planning
38
Creative Planning
Kansas
$267K -$11.2M -152,155 -98%
MFS
39
Mirabella Financial Services
United Kingdom
$261K +$261K +3,540 New
SCP
40
Sandhill Capital Partners
New York
$246K +$246K +3,333 New
Squarepoint
41
Squarepoint
New York
$227K -$1.02M -13,779 -82%
OGC
42
One68 Global Capital
New York
$221K +$221K +2,998 New
FAM
43
Formidable Asset Management
Ohio
$210K +$210K +3,758 New
Credit Agricole
44
Credit Agricole
France
$192K +$192K +2,600 New
HSA
45
Hussman Strategic Advisors
Maryland
$184K – – –
Bank of America
46
Bank of America
North Carolina
$184K +$184K +2,506 New
CFFP
47
Center for Financial Planning
Michigan
$74K – – –
DWA
48
Dorsey Wright & Associates
California
$68K +$17K +231 +33%
Osaic Holdings
49
Osaic Holdings
Arizona
$40K +$30.5K +412 +322%
PGAM
50
Princeton Global Asset Management
New Jersey
$37K +$37K +500 New
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