We are live on ! Find out more
BEEM icon

Beam Global
BEEM

78 hedge funds and large institutions have $75.5M invested in Beam Global in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

1% more funds holding

Funds holding: 77 → 78 (+1)

0.92% less ownership

Funds ownership: 46.02% → 45.1% (-0.92%)

33% less capital invested

Capital invested by funds: $113M → $75.5M (-$37.1M)

39% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $3.54M

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
28
Reduced
11
Closed
18
Calls
$2.14M
Puts
$3.54M
Net Calls
-$1.39M
Net Calls Change
-$2.26M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$3.51M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.09M
3
Morgan Stanley
Morgan Stanley
New York
+$2.89M
4
FA
Friess Associates
Delaware
+$2.28M
5
Marshall Wace
Marshall Wace
United Kingdom
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$16.2M
2
AA
ALPS Advisors
Colorado
-$2.08M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$1.95M
4
ACM
Arosa Capital Management
Florida
-$1.37M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
26
ExodusPoint Capital Management
New York
$409K +$600K +21,996 New
Charles Schwab
27
Charles Schwab
California
$406K -$4.69K -172 -0.8%
CSS
28
Cubist Systematic Strategies
Connecticut
$365K +$536K +19,635 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$350K -$1.16M -42,341 -69%
PPA
30
Parametric Portfolio Associates
Washington
$316K +$161K +5,899 +53%
PP
31
Paloma Partners
Connecticut
$299K +$438K +16,050 New
VF
32
Virtu Financial
New York
$274K +$401K +14,713 New
Wells Fargo
33
Wells Fargo
California
$250K +$156K +5,721 +74%
Group One Trading
34
Group One Trading
Illinois
$245K +$300K +10,988 +509%
Squarepoint
35
Squarepoint
New York
$240K +$89.3K +3,272 +34%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$233K +$342K +12,522 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$200K +$274K +10,024 New
SC
38
Shay Capital
New York
$196K +$288K +10,541 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$190K +$22.6K +830 +9%
SG Americas Securities
40
SG Americas Securities
New York
$181K +$135K +4,961 +104%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$143K +$546 +20 +0.3%
UBS Group
42
UBS Group
Switzerland
$120K +$133K +4,870 +311%
Deutsche Bank
43
Deutsche Bank
Germany
$108K +$7.42K +272 +5%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$88K – – –
AIG
45
American International Group
New York
$87K -$3.79K -139 -3%
PI
46
PEAK6 Investments
Illinois
$77K +$112K +4,118 New
JP Morgan Chase
47
JP Morgan Chase
New York
$63K – – –
Citigroup
48
Citigroup
New York
$61K +$61.9K +2,268 +219%
Credit Agricole
49
Credit Agricole
France
$60K -$16.4K -600 -16%
CG
50
Cutler Group
California
$55K +$34.8K +1,277 +75%
1
2
3 4

BEEM Hedge Fund Activity: Q4 2021 in Review

78 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q4 2021, worth a combined $75.5M — down 33% from $113M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BEEM positions and 18 closed out — a net gain of 2 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $3.51M. The largest seller was Invesco, cutting an estimated $16.2M.

  • 78 institutional investors held Beam Global (BEEM) as of Q4 2021, up from 77 in Q3 2021.
  • Funds reported $75.5M of Beam Global stock for Q4 2021, down 33% quarter-over-quarter.
  • 20 funds opened new Beam Global positions in Q4 2021 and 18 closed out, a net change of +2 holders.
  • The largest Beam Global buyer in Q4 2021 was Millennium Management, an estimated $3.51M added.
  • The largest Beam Global seller in Q4 2021 was Invesco, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2021.