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Beam Global

65 hedge funds and large institutions have $34.8M invested in Beam Global in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $1.26M

0.5% more ownership

Funds ownership: 21.17%21.68% (+0.5%)

4% less funds holding

Funds holding: 6865 (-3)

7% less capital invested

Capital invested by funds: $37.4M → $34.8M (-$2.53M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
16
Reduced
19
Closed
15
Calls
$1.96M
Puts
$1.26M
Net Calls
+$695K
Net Calls Change
-$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
26
Simplex Trading
Illinois
$226K +$6.18K +374 +3%
Group One Trading
27
Group One Trading
Illinois
$204K -$676K -40,903 -76%
VIA
28
Vident Investment Advisory
Georgia
$202K +$22.9K +1,384 +12%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$190K
PI
30
PFG Investments
New York
$189K +$196K +11,867 New
FIA
31
FNY Investment Advisers
New York
$180K -$102K -6,161 -35%
Barclays
32
Barclays
United Kingdom
$174K +$180K +10,906 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$167K +$5.63K +341 +3%
WWM
34
Wolff Wiese Magana
California
$160K +$136K +8,228 +457%
Citadel Advisors
35
Citadel Advisors
Florida
$143K +$145K +8,761 +3,490%
Bank of America
36
Bank of America
North Carolina
$126K -$110K -6,656 -46%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
37
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$123K +$128K +7,730 New
Wells Fargo
38
Wells Fargo
California
$75.1K +$430 +26 +0.6%
JFA
39
JNBA Financial Advisors
Minnesota
$63.6K
Credit Agricole
40
Credit Agricole
France
$57.3K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$31.8K +$31.9K +1,932 +2,800%
NFSG
42
Newbridge Financial Services Group
Florida
$31.8K
EDRH
43
Edmond de Rothschild Holding
Switzerland
$29.4K
UBS Group
44
UBS Group
Switzerland
$20.3K -$7.47K -452 -26%
DekaBank Deutsche Girozentrale
45
DekaBank Deutsche Girozentrale
Germany
$20K -$19.2K -1,162 -46%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.1K
CFFP
47
Center for Financial Planning
Michigan
$15.9K
BAM
48
Belpointe Asset Management
Nevada
$15.1K
IA
49
IFP Advisors
Florida
$13.7K -$6.53K -395 -29%
TRCT
50
Tower Research Capital (TRC)
New York
$6K +$6.08K +368 New

BEEM Hedge Fund Activity: Q1 2023 in Review

65 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q1 2023, worth a combined $34.8M — down 6.8% from $37.4M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BEEM and 13 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 16 added.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $1.16M. The largest seller was Susquehanna International Group, cutting an estimated $1.14M.

  • 65 institutional investors held Beam Global (BEEM) as of Q1 2023, down from 68 in Q4 2022.
  • Funds reported $34.8M of Beam Global stock for Q1 2023, down 6.8% quarter-over-quarter.
  • 13 funds opened new Beam Global positions in Q1 2023 and 15 closed out, a net change of -2 holders.
  • The largest Beam Global buyer in Q1 2023 was Deutsche Bank, an estimated $1.16M added.
  • The largest Beam Global seller in Q1 2023 was Susquehanna International Group, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2023.