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Beam Global
BEEM

61 hedge funds and large institutions have $180M invested in Beam Global in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

739% more capital invested

Capital invested by funds: $21.5M → $180M (+$159M)

414% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 7

91% more funds holding

Funds holding: 32 → 61 (+29)

8.36% more ownership

Funds ownership: 26.41% → 34.78% (+8.4%)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
61
Holders Change
+29
Holders Change %
+90.63%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
9
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$28M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
+$2.9M
3
BlackRock
BlackRock
New York
+$2.47M
4
Millennium Management
Millennium Management
New York
+$2.45M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.19M

Top Sellers

Rank Fund Capital Flow
1
ACM
Arosa Capital Management
Florida
-$9.75M
2
FA
Friess Associates
Delaware
-$4.33M
3
Creative Planning
Creative Planning
Kansas
-$4.22M
4
BA
Bard Associates
Illinois
-$3.05M
5
Lido Advisors
Lido Advisors
California
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
51
Ancora Advisors
Ohio
$33K +$12.2K +442 New
NFSG
52
Newbridge Financial Services Group
Florida
$18K +$6.93K +250 New
MFIM
53
Mesirow Financial Investment Management
Illinois
$17.1K +$6.43K +232 New
APA
54
American Portfolios Advisors
New York
$14.8K +$5.54K +200 New
GRP
55
Global Retirement Partners
California
$10K +$3.77K +136 New
GAM
56
Gemmer Asset Management
California
$7K +$2.77K +100 New
JCM
57
Jacobi Capital Management
Pennsylvania
$7K +$2.77K +100 New
AF
58
Allworth Financial
California
$4K -$1.39K -50 -50%
HI
59
Human Investing
Oregon
$1K – – –
Federated Hermes
60
Federated Hermes
Pennsylvania
$1K +$443 +16 New
PAM
61
Panagora Asset Management
Massachusetts
$1K +$499 +18 New
GIA
62
Gladstone Institutional Advisory
Florida
– -$356K -29,250 Closed
JGC
63
J. Goldman & Co
New York
– -$262K -21,525 Closed
BFM
64
Boothbay Fund Management
New York
– -$248K -20,412 Closed
Renaissance Technologies
65
Renaissance Technologies
New York
– -$158K -13,000 Closed
BSG
66
Black Swift Group
Colorado
– -$61K -5,000 Closed
SPIA
67
Steward Partners Investment Advisory
New York
– -$10K -800 Closed
TRCT
68
Tower Research Capital (TRC)
New York
– -$7K -563 Closed
1 2
3

BEEM Hedge Fund Activity: Q4 2020 in Review

61 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q4 2020, worth a combined $180M — up 739% from $21.5M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BEEM positions and 7 closed out — a net gain of 29 holders — while 9 added to existing stakes and 13 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $28M. The largest seller was Arosa Capital Management, cutting an estimated $9.75M.

  • 61 institutional investors held Beam Global (BEEM) as of Q4 2020, up from 32 in Q3 2020.
  • Funds reported $180M of Beam Global stock for Q4 2020, up 739% quarter-over-quarter.
  • 36 funds opened new Beam Global positions in Q4 2020 and 7 closed out, a net change of +29 holders.
  • The largest Beam Global buyer in Q4 2020 was Invesco, an estimated $28M added.
  • The largest Beam Global seller in Q4 2020 was Arosa Capital Management, an estimated $9.75M sold.

Based on aggregated 13F filings for Q4 2020.