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Beam Global
BEEM

63 hedge funds and large institutions have $147M invested in Beam Global in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $5.28M

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

7.75% more ownership

Funds ownership: 34.78% → 42.52% (+7.7%)

3% more funds holding

Funds holding: 61 → 63 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

18% less capital invested

Capital invested by funds: $180M → $147M (-$33.1M)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
21
Reduced
11
Closed
20
Calls
$15.1M
Puts
$5.28M
Net Calls
+$9.81M
Net Calls Change
+$9.81M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$23.6M
2
FIA
FNY Investment Advisers
New York
+$7.55M
3
Renaissance Technologies
Renaissance Technologies
New York
+$6.67M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.77M

Top Sellers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
-$3.79M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.96M
3
RA
Royce & Associates
New York
-$1.89M
4
CC
Carlson Capital
Texas
-$1.84M
5
FA
Friess Associates
Delaware
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$491K – – –
TI
27
Tidal Investments
Wisconsin
$458K +$556K +10,568 New
CG
28
Cutler Group
California
$408K +$495K +9,413 New
Bank of America
29
Bank of America
North Carolina
$394K +$346K +6,574 +262%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$379K +$152K +2,897 +50%
VF
31
Virtu Financial
New York
$379K +$460K +8,739 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$370K +$448K +8,524 New
Lido Advisors
33
Lido Advisors
California
$361K +$64K +1,217 +17%
Osaic Holdings
34
Osaic Holdings
Arizona
$327K +$368K +6,999 +1,296%
TI
35
Trexquant Investment
Connecticut
$282K +$342K +6,506 New
FAM
36
Formidable Asset Management
Ohio
$281K +$171K +3,242 +86%
Wells Fargo
37
Wells Fargo
California
$275K -$286K -5,428 -46%
Citigroup
38
Citigroup
New York
$248K -$608K -11,556 -67%
State Street
39
State Street
Massachusetts
$243K -$10.5K -200 -3%
RHBC
40
R.H. Bluestein & Co
Michigan
$238K – – –
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$217K +$263K +5,000 New
Credit Agricole
42
Credit Agricole
France
$113K – – –
HSA
43
Hussman Strategic Advisors
Maryland
$108K – – –
TRCT
44
Tower Research Capital (TRC)
New York
$58K +$70.5K +1,340 New
Group One Trading
45
Group One Trading
Illinois
$50K +$60.8K +1,155 New
CFFP
46
Center for Financial Planning
Michigan
$43K – – –
OIA
47
Optimum Investment Advisors
Illinois
$43K +$52.6K +1,000 New
PGAM
48
Princeton Global Asset Management
New Jersey
$33K +$14.2K +270 +54%
AA
49
Ancora Advisors
Ohio
$19K – – –
MFIM
50
Mesirow Financial Investment Management
Illinois
$18K +$9.05K +172 +74%
1
2
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BEEM Hedge Fund Activity: Q1 2021 in Review

63 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q1 2021, worth a combined $147M — down 18% from $180M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BEEM positions and 20 closed out — a net gain of 3 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Invesco, adding an estimated $23.6M. The largest seller was Fidelity International, exiting entirely with an estimated $3.79M sold.

  • 63 institutional investors held Beam Global (BEEM) as of Q1 2021, up from 61 in Q4 2020.
  • Funds reported $147M of Beam Global stock for Q1 2021, down 18% quarter-over-quarter.
  • 23 funds opened new Beam Global positions in Q1 2021 and 20 closed out, a net change of +3 holders.
  • The largest Beam Global buyer in Q1 2021 was Invesco, an estimated $23.6M added.
  • The largest Beam Global seller in Q1 2021 was Fidelity International, an estimated $3.79M sold.

Based on aggregated 13F filings for Q1 2021.