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Beam Global

47 hedge funds and large institutions have $7.48M invested in Beam Global in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more call options, than puts

Call options by funds: $443K | Put options by funds: $76K

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

1.34% less ownership

Funds ownership: 17.32%15.97% (-1.3%)

6% less funds holding

Funds holding: 5047 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

40% less capital invested

Capital invested by funds: $12.5M → $7.48M (-$4.98M)

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
10
Closed
13
Calls
$443K
Puts
$76K
Net Calls
+$367K
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$8.46K -$29.4K -7,148 -73%
NFSG
27
Newbridge Financial Services Group
Florida
$6.45K +$140 +34 +2%
CFFP
28
Center for Financial Planning
Michigan
$3.17K
JP Morgan Chase
29
JP Morgan Chase
New York
$2.39K
Wells Fargo
30
Wells Fargo
California
$1.98K -$288 -70 -10%
BF
31
BOK Financial
Oklahoma
$1.67K
SS
32
Sunbelt Securities
Texas
$648
APW
33
Aventura Private Wealth
Florida
$634 +$822 +200 New
PS
34
Principal Securities
Iowa
$523
PGAM
35
Princeton Global Asset Management
New Jersey
$476
CSB
36
City State Bank
Iowa
$317 +$411 +100 New
AF
37
Allworth Financial
California
$282
Jones Financial Companies
38
Jones Financial Companies
Missouri
$279 -$924 -225 -72%
MRP
39
Measured Risk Portfolios
California
$238 +$308 +75 New
PFBT
40
Parkside Financial Bank & Trust
Missouri
$203
SS
41
SBI Securities
Japan
$178 +$230 +56 New
MCM
42
MAI Capital Management
Ohio
$124 +$160 +39 New
FFA
43
Farther Finance Advisors
California
$79 +$103 +25 New
NA
44
NewEdge Advisors
Louisiana
$51 -$411 -100 -86%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$35 +$45 +11 New
TF
46
Tompkins Financial
New York
$16
AIC
47
AWM Investment Company
New York
-$4.47M -911,173 Closed
OFA
48
Oak Family Advisors
Illinois
-$252K -51,417 Closed
LPL Financial
49
LPL Financial
California
-$243K -49,395 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$107K -26,089 Closed

BEEM Hedge Fund Activity: Q4 2024 in Review

47 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q4 2024, worth a combined $7.48M — down 40% from $12.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BEEM and 10 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was Virtue Capital Management, adding an estimated $164K. The largest seller was AWM Investment Company, exiting entirely with an estimated $4.47M sold.

  • 47 institutional investors held Beam Global (BEEM) as of Q4 2024, down from 50 in Q3 2024.
  • Funds reported $7.48M of Beam Global stock for Q4 2024, down 40% quarter-over-quarter.
  • 10 funds opened new Beam Global positions in Q4 2024 and 13 closed out, a net change of -3 holders.
  • The largest Beam Global buyer in Q4 2024 was Virtue Capital Management, an estimated $164K added.
  • The largest Beam Global seller in Q4 2024 was AWM Investment Company, an estimated $4.47M sold.

Based on aggregated 13F filings for Q4 2024.