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Beam Global
BEEM

77 hedge funds and large institutions have $113M invested in Beam Global in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

19% more call options, than puts

Call options by funds: $5.48M | Put options by funds: $4.61M

4% more funds holding

Funds holding: 74 → 77 (+3)

0.46% less ownership

Funds ownership: 46.48% → 46.02% (-0.46%)

29% less capital invested

Capital invested by funds: $158M → $113M (-$45.5M)

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
17
Closed
14
Calls
$5.48M
Puts
$4.61M
Net Calls
+$866K
Net Calls Change
-$489K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$6.41M
2
IECM
Intrinsic Edge Capital Management
Illinois
+$1.49M
3
Jane Street
Jane Street
New York
+$1.09M
4
State Street
State Street
Massachusetts
+$944K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$824K

Top Sellers

Rank Fund Capital Flow
1
FIA
FNY Investment Advisers
New York
-$2.29M
2
LPL Financial
LPL Financial
California
-$2.28M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.8M
4
UBS Group
UBS Group
Switzerland
-$1.64M
5
Marshall Wace
Marshall Wace
United Kingdom
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
51
Cutler Group
California
$46K +$42.3K +1,424 +491%
UBS Group
52
UBS Group
Switzerland
$43K -$1.64M -55,278 -97%
TRCT
53
Tower Research Capital (TRC)
New York
$38K +$27K +907 +195%
Osaic Holdings
54
Osaic Holdings
Arizona
$36K -$12K -405 -24%
Citigroup
55
Citigroup
New York
$28K +$18.3K +616 +147%
CFFP
56
Center for Financial Planning
Michigan
$27K – – –
Legal & General Group
57
Legal & General Group
United Kingdom
$25K – – –
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.2K +$2.23K +75 +11%
PGAM
59
Princeton Global Asset Management
New Jersey
$21K – – –
AIP
60
Ameritas Investment Partners
Nebraska
$19K – – –
OIA
61
Optimum Investment Advisors
Illinois
$14K – – –
PCM
62
Penserra Capital Management
California
$13K – – –
AA
63
Ancora Advisors
Ohio
$12K – – –
APA
64
American Portfolios Advisors
New York
$7.75K – – –
CWA
65
Clearview Wealth Advisors
Oregon
$6K – – –
AF
66
Allworth Financial
California
$5K – – –
EIP
67
Ellis Investment Partners
Pennsylvania
$5K – – –
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$4K +$4.01K +135 New
NWM
69
Navigation Wealth Management
Colorado
$3K – – –
TCM
70
Tradewinds Capital Management
Washington
$3K – – –
BC
71
Bartlett & Co
Ohio
$3K +$2.97K +100 New
BCWM
72
Bartlett & Co Wealth Management
Ohio
$2.74K +$2.97K +100 New
NFG
73
Next Financial Group
Texas
$1K – – –
QCG
74
Quadrant Capital Group
Ohio
$1K +$565 +19 New
LPL Financial
75
LPL Financial
California
– -$2.28M -59,468 Closed
1 2
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BEEM Hedge Fund Activity: Q3 2021 in Review

77 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q3 2021, worth a combined $113M — down 29% from $158M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BEEM positions and 14 closed out — a net gain of 3 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Invesco, adding an estimated $6.41M. The largest seller was FNY Investment Advisers, cutting an estimated $2.29M.

  • 77 institutional investors held Beam Global (BEEM) as of Q3 2021, up from 74 in Q2 2021.
  • Funds reported $113M of Beam Global stock for Q3 2021, down 29% quarter-over-quarter.
  • 17 funds opened new Beam Global positions in Q3 2021 and 14 closed out, a net change of +3 holders.
  • The largest Beam Global buyer in Q3 2021 was Invesco, an estimated $6.41M added.
  • The largest Beam Global seller in Q3 2021 was FNY Investment Advisers, an estimated $2.29M sold.

Based on aggregated 13F filings for Q3 2021.