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Beam Global

74 hedge funds and large institutions have $158M invested in Beam Global in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

17% more funds holding

Funds holding: 6374 (+11)

16% more call options, than puts

Call options by funds: $9.94M | Put options by funds: $8.59M

8% more capital invested

Capital invested by funds: $147M → $158M (+$11.2M)

3.95% more ownership

Funds ownership: 42.52%46.48% (+4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
74
Holders Change
+11
Holders Change %
+17.46%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
19
Reduced
14
Closed
15
Calls
$9.94M
Puts
$8.59M
Net Calls
+$1.35M
Net Calls Change
-$8.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$65K -$192K -5,838 -77%
LSA
52
Leonteq Securities AG
Switzerland
$38.3K +$33K +1,001 New
CFFP
53
Center for Financial Planning
Michigan
$38K
Legal & General Group
54
Legal & General Group
United Kingdom
$34K +$29.6K +898 New
PGAM
55
Princeton Global Asset Management
New Jersey
$29K
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.8K +$23.1K +700 New
AIP
57
Ameritas Investment Partners
Nebraska
$26K +$22.7K +689 New
OIA
58
Optimum Investment Advisors
Illinois
$19K -$16.5K -500 -50%
TRCT
59
Tower Research Capital (TRC)
New York
$18K -$28.8K -875 -65%
PCM
60
Penserra Capital Management
California
$18K +$15.8K +478 New
AA
61
Ancora Advisors
Ohio
$17K
Citigroup
62
Citigroup
New York
$16K -$175K -5,313 -93%
CG
63
Cutler Group
California
$11K -$301K -9,123 -97%
APA
64
American Portfolios Advisors
New York
$10.8K +$3.29K +100 +55%
CWA
65
Clearview Wealth Advisors
Oregon
$9K +$7.45K +226 New
AF
66
Allworth Financial
California
$8K
EIP
67
Ellis Investment Partners
Pennsylvania
$7K +$3.29K +100 +100%
EVM
68
Eaton Vance Management
Massachusetts
$6K +$4.94K +150 New
NWM
69
Navigation Wealth Management
Colorado
$4K
TCM
70
Tradewinds Capital Management
Washington
$4K
GAM
71
Gemmer Asset Management
California
$2K
NFG
72
Next Financial Group
Texas
$2K
AIG
73
American International Group
New York
$189 +$162K +4,927 New
Renaissance Technologies
74
Renaissance Technologies
New York
-$5.5M -126,800 Closed
Citadel Advisors
75
Citadel Advisors
Florida
-$2.36M -71,649 Closed

BEEM Hedge Fund Activity: Q2 2021 in Review

74 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q2 2021, worth a combined $158M — up 7.6% from $147M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BEEM positions and 15 closed out — a net gain of 11 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $13.2M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $5.5M sold.

  • 74 institutional investors held Beam Global (BEEM) as of Q2 2021, up from 63 in Q1 2021.
  • Funds reported $158M of Beam Global stock for Q2 2021, up 7.6% quarter-over-quarter.
  • 26 funds opened new Beam Global positions in Q2 2021 and 15 closed out, a net change of +11 holders.
  • The largest Beam Global buyer in Q2 2021 was BlackRock, an estimated $13.2M added.
  • The largest Beam Global seller in Q2 2021 was Renaissance Technologies, an estimated $5.5M sold.

Based on aggregated 13F filings for Q2 2021.