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Beam Global

70 hedge funds and large institutions have $38.3M invested in Beam Global in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $3.59M | Put options by funds: $2.21M

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0% more funds holding

Funds holding: 7070 (0)

14.21% less ownership

Funds ownership: 38.68%24.46% (-14%)

46% less capital invested

Capital invested by funds: $70.6M → $38.3M (-$32.3M)

67% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 27

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
9
Reduced
27
Closed
15
Calls
$3.59M
Puts
$2.21M
Net Calls
+$1.38M
Net Calls Change
-$344K
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
26
Cowen and Company
New York
$233K -$207K -12,000 -44%
AIM
27
Axiom Investment Management
New York
$229K +$252K +14,650 New
VIA
28
Vident Investment Advisory
Georgia
$196K +$218K +12,640 New
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$185K -$15.9K -922 -7%
Simplex Trading
30
Simplex Trading
Illinois
$176K -$24K -1,393 -11%
Jane Street
31
Jane Street
New York
$172K -$11.5K -669 -6%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$161K -$96K -5,575 -35%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$158K +$4.67K +271 +3%
Wells Fargo
34
Wells Fargo
California
$118K -$41.1K -2,386 -24%
Group One Trading
35
Group One Trading
Illinois
$103K -$15K -870 -12%
Osaic Holdings
36
Osaic Holdings
Arizona
$71K -$13.1K -760 -14%
JFA
37
JNBA Financial Advisors
Minnesota
$62K
Credit Agricole
38
Credit Agricole
France
$56K
CG
39
Cutler Group
California
$48K -$36.5K -2,121 -40%
NFSG
40
Newbridge Financial Services Group
Florida
$31K +$34.4K +2,000 New
UBS Group
41
UBS Group
Switzerland
$30K -$12.3K -713 -27%
EDRH
42
Edmond de Rothschild Holding
Switzerland
$29K
WWM
43
Wolff Wiese Magana
California
$28K +$31K +1,800 New
IA
44
IFP Advisors
Florida
$24K
SWM
45
SeaCrest Wealth Management
New York
$21K +$23.2K +1,350 New
Citigroup
46
Citigroup
New York
$18K -$69.1K -4,015 -78%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.7K
CFFP
48
Center for Financial Planning
Michigan
$16K
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$15K +$17.2K +1,000 New
S
50
Surevest
California
$11K

BEEM Hedge Fund Activity: Q2 2022 in Review

70 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q2 2022, worth a combined $38.3M — down 46% from $70.6M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BEEM positions and 15 closed out — a net gain of 2 holders — while 9 added to existing stakes and 27 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $2.29M. The largest seller was BlackRock, cutting an estimated $6.75M.

  • 70 institutional investors held Beam Global (BEEM) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $38.3M of Beam Global stock for Q2 2022, down 46% quarter-over-quarter.
  • 17 funds opened new Beam Global positions in Q2 2022 and 15 closed out, a net change of +2 holders.
  • The largest Beam Global buyer in Q2 2022 was Millennium Management, an estimated $2.29M added.
  • The largest Beam Global seller in Q2 2022 was BlackRock, an estimated $6.75M sold.

Based on aggregated 13F filings for Q2 2022.