Beam Global
BEEM
63 hedge funds and large institutions have $25.8M invested in Beam Global in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 14 closing their positions.
89% more call options, than puts
Call options by funds: $2M | Put options by funds: $1.06M
3.49% less ownership
Funds ownership: 24.46% → 20.97% (-3.5%)
10% less funds holding
Funds holding: 70 → 63 (-7)
33% less capital invested
Capital invested by funds: $38.3M → $25.8M (-$12.4M)
45% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 22
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.29M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$407K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$398K |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$249K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.15M |
| 2 |
Millennium Management
New York
|
-$1.72M |
| 3 |
HF
HRT Financial
New York
|
-$722K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$482K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$464K |
BEEM Hedge Fund Activity: Q3 2022 in Review
63 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q3 2022, worth a combined $25.8M — down 33% from $38.3M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of BEEM and 7 opened new positions — a net loss of 7 holders — while 22 trimmed existing stakes and 12 added.
The largest buyer was Invesco, adding an estimated $1.29M. The largest seller was Morgan Stanley, cutting an estimated $2.15M.
- 63 institutional investors held Beam Global (BEEM) as of Q3 2022, down from 70 in Q2 2022.
- Funds reported $25.8M of Beam Global stock for Q3 2022, down 33% quarter-over-quarter.
- 7 funds opened new Beam Global positions in Q3 2022 and 14 closed out, a net change of -7 holders.
- The largest Beam Global buyer in Q3 2022 was Invesco, an estimated $1.29M added.
- The largest Beam Global seller in Q3 2022 was Morgan Stanley, an estimated $2.15M sold.
Based on aggregated 13F filings for Q3 2022.