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Beam Global

54 hedge funds and large institutions have $18.4M invested in Beam Global in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-12
Holders Change %
-18.18%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
22
Closed
15
Calls
$434K
Puts
$581K
Net Calls
-$147K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
26
Simplex Trading
Illinois
$61K -$206K -30,406 -77%
VCM
27
Virtue Capital Management
Tennessee
$56.4K
Fidelity Investments
28
Fidelity Investments
Massachusetts
$35.3K -$23.2K -3,411 -40%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$35K -$7.91K -1,134 -18%
Group One Trading
30
Group One Trading
Illinois
$32.8K +$20.2K +2,970 +160%
JFA
31
JNBA Financial Advisors
Minnesota
$27.2K
Credit Agricole
32
Credit Agricole
France
$23K
Wells Fargo
33
Wells Fargo
California
$22.2K -$3.39K -499 -13%
NFSG
34
Newbridge Financial Services Group
Florida
$13.6K
TRCT
35
Tower Research Capital (TRC)
New York
$12.8K -$4.62K -680 -27%
UBS Group
36
UBS Group
Switzerland
$10.6K +$10.6K +1,554 +155,400%
ACA
37
American Capital Advisory
Idaho
$7.56K +$7.56K +475 New
CFFP
38
Center for Financial Planning
Michigan
$6.8K
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$3.65K -$4.16K -612 -53%
SS
40
Sunbelt Securities
Texas
$1.36K
PGAM
41
Princeton Global Asset Management
New Jersey
$1.02K
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$925
PS
43
Principal Securities
Iowa
$796 -$293 -43 -27%
NA
44
NewEdge Advisors
Louisiana
$789 +$680 +100 +625%
IA
45
IFP Advisors
Florida
$680 -$2.58K -380 -79%
AF
46
Allworth Financial
California
$680 -$1.36K -200 -67%
AFWM
47
Abich Financial Wealth Management
Virginia
$510 +$510 +75 New
PFBT
48
Parkside Financial Bank & Trust
Missouri
$436
CPG
49
Cornerstone Planning Group
New Jersey
$280
BWL
50
Bogart Wealth LLC
Virginia
$272