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Beam Global

56 hedge funds and large institutions have $11.9M invested in Beam Global in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

4% more funds holding

Funds holding: 5456 (+2)

1.22% less ownership

Funds ownership: 18.99%17.77% (-1.2%)

35% less capital invested

Capital invested by funds: $18.4M → $11.9M (-$6.46M)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

46% less call options, than puts

Call options by funds: $159K | Put options by funds: $297K

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
15
Closed
8
Calls
$159K
Puts
$297K
Net Calls
-$138K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$49.7K -$31.5K -5,287 -33%
XT
27
XTX Topco
Cayman Islands
$47.7K +$61.7K +10,357 New
SRC
28
Shufro Rose & Co
New York
$46.1K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$25K +$1.76K +296 +6%
JFA
30
JNBA Financial Advisors
Minnesota
$18.4K
Group One Trading
31
Group One Trading
Illinois
$13.1K -$11.9K -1,993 -41%
Osaic Holdings
32
Osaic Holdings
Arizona
$13K -$62.7K -10,535 -79%
TRCT
33
Tower Research Capital (TRC)
New York
$12.7K +$5.21K +876 +47%
NFSG
34
Newbridge Financial Services Group
Florida
$9.22K
CFFP
35
Center for Financial Planning
Michigan
$4.61K
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$4.61K +$5.95K +1,000 New
RWMG
37
Redwood Wealth Management Group
New Jersey
$3.23K +$4.17K +700 New
Wells Fargo
38
Wells Fargo
California
$3.2K -$15.3K -2,568 -79%
TFF
39
The Family Firm
Maryland
$1.62K +$2.09K +351 New
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$1.3K +$1.19K +200 New
SS
41
Sunbelt Securities
Texas
$922
PGAM
42
Princeton Global Asset Management
New Jersey
$692
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$650
AF
44
Allworth Financial
California
$597
NA
45
NewEdge Advisors
Louisiana
$535
CAS
46
Coppell Advisory Solutions
Texas
$461 +$595 +100 New
PS
47
Principal Securities
Iowa
$456 -$107 -18 -15%
AFWM
48
Abich Financial Wealth Management
Virginia
$346
PFBT
49
Parkside Financial Bank & Trust
Missouri
$296
CPG
50
Cornerstone Planning Group
New Jersey
$228

BEEM Hedge Fund Activity: Q2 2024 in Review

56 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q2 2024, worth a combined $11.9M — down 35% from $18.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BEEM positions and 8 closed out — a net gain of 2 holders — while 9 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $199K. The largest seller was Deutsche Bank, exiting entirely with an estimated $477K sold.

  • 56 institutional investors held Beam Global (BEEM) as of Q2 2024, up from 54 in Q1 2024.
  • Funds reported $11.9M of Beam Global stock for Q2 2024, down 35% quarter-over-quarter.
  • 10 funds opened new Beam Global positions in Q2 2024 and 8 closed out, a net change of +2 holders.
  • The largest Beam Global buyer in Q2 2024 was Susquehanna International Group, an estimated $199K added.
  • The largest Beam Global seller in Q2 2024 was Deutsche Bank, an estimated $477K sold.

Based on aggregated 13F filings for Q2 2024.