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Beam Global

70 hedge funds and large institutions have $70.6M invested in Beam Global in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $9.13M | Put options by funds: $7.4M

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

6.42% less ownership

Funds ownership: 45.1%38.68% (-6.4%)

7% less capital invested

Capital invested by funds: $75.5M → $70.6M (-$4.91M)

10% less funds holding

Funds holding: 7870 (-8)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
70
Holders Change
-8
Holders Change %
-10.26%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
20
Reduced
17
Closed
23
Calls
$9.13M
Puts
$7.4M
Net Calls
+$1.72M
Net Calls Change
+$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
26
Essex Investment Management
Massachusetts
$389K -$937K -64,251 -77%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$326K +$233K +15,955 New
PP
28
Paloma Partners
Connecticut
$308K -$14.4K -986 -6%
IA
29
Inspire Advisors
Idaho
$268K +$191K +13,081 New
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$262K +$4.38K +300 +2%
Simplex Trading
31
Simplex Trading
Illinois
$260K +$186K +12,743 New
PFO
32
Pathstone Family Office
New Jersey
$245K +$175K +12,000 New
Jane Street
33
Jane Street
New York
$241K -$469K -32,129 -73%
Wells Fargo
34
Wells Fargo
California
$204K -$50.8K -3,483 -26%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$204K -$1.82K -125 -1%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$157K
Group One Trading
37
Group One Trading
Illinois
$153K -$82.5K -5,654 -43%
Deutsche Bank
38
Deutsche Bank
Germany
$108K -$8.14K -558 -10%
Osaic Holdings
39
Osaic Holdings
Arizona
$108K +$42K +2,882 +117%
CG
40
Cutler Group
California
$107K +$32.9K +2,256 +75%
Citigroup
41
Citigroup
New York
$106K +$27.3K +1,869 +57%
AIG
42
American International Group
New York
$89K -$4.49K -308 -7%
JP Morgan Chase
43
JP Morgan Chase
New York
$84K +$10.9K +746 +22%
JFA
44
JNBA Financial Advisors
Minnesota
$82K +$58.4K +4,000 New
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$78K -$13.5K -925 -19%
Credit Agricole
46
Credit Agricole
France
$74K +$5.62K +385 +12%
UBS Group
47
UBS Group
Switzerland
$54K -$55K -3,769 -59%
EDRH
48
Edmond de Rothschild Holding
Switzerland
$38K
Barclays
49
Barclays
United Kingdom
$29K +$20.9K +1,430 New
AB
50
Amalgamated Bank
New York
$28K +$20.1K +1,381 New

BEEM Hedge Fund Activity: Q1 2022 in Review

70 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q1 2022, worth a combined $70.6M — down 6.5% from $75.5M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of BEEM and 16 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $3.46M. The largest seller was Invesco, cutting an estimated $7.32M.

  • 70 institutional investors held Beam Global (BEEM) as of Q1 2022, down from 78 in Q4 2021.
  • Funds reported $70.6M of Beam Global stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 16 funds opened new Beam Global positions in Q1 2022 and 23 closed out, a net change of -7 holders.
  • The largest Beam Global buyer in Q1 2022 was Morgan Stanley, an estimated $3.46M added.
  • The largest Beam Global seller in Q1 2022 was Invesco, an estimated $7.32M sold.

Based on aggregated 13F filings for Q1 2022.