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Beam Global
BEEM

78 hedge funds and large institutions have $75.5M invested in Beam Global in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

1% more funds holding

Funds holding: 77 → 78 (+1)

0.92% less ownership

Funds ownership: 46.02% → 45.1% (-0.92%)

33% less capital invested

Capital invested by funds: $113M → $75.5M (-$37.1M)

39% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $3.54M

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
28
Reduced
11
Closed
18
Calls
$2.14M
Puts
$3.54M
Net Calls
-$1.39M
Net Calls Change
-$2.26M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$3.51M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.09M
3
Morgan Stanley
Morgan Stanley
New York
+$2.89M
4
FA
Friess Associates
Delaware
+$2.28M
5
Marshall Wace
Marshall Wace
United Kingdom
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$16.2M
2
AA
ALPS Advisors
Colorado
-$2.08M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$1.95M
4
ACM
Arosa Capital Management
Florida
-$1.37M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$47K +$31.8K +1,167 +90%
ACM
52
Aquatic Capital Management
Illinois
$43K +$62.8K +2,300 New
EDRH
53
Edmond de Rothschild Holding
Switzerland
$34K – – –
TRCT
54
Tower Research Capital (TRC)
New York
$26K +$1.09K +40 +3%
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20K +$8.19K +300 +39%
CFFP
56
Center for Financial Planning
Michigan
$19K – – –
PCMC
57
Paragon Capital Management (Colorado)
Colorado
$19K +$27.3K +1,000 New
Legal & General Group
58
Legal & General Group
United Kingdom
$17K – – –
PGAM
59
Princeton Global Asset Management
New Jersey
$14K – – –
AIP
60
Ameritas Investment Partners
Nebraska
$13K – – –
S
61
Surevest
California
$13K +$19.2K +703 New
PCM
62
Penserra Capital Management
California
$10K +$2.73K +100 +21%
OIA
63
Optimum Investment Advisors
Illinois
$9K – – –
AA
64
Ancora Advisors
Ohio
$8K – – –
APA
65
American Portfolios Advisors
New York
$5.26K – – –
AF
66
Allworth Financial
California
$4K – – –
CWA
67
Clearview Wealth Advisors
Oregon
$4K – – –
EIP
68
Ellis Investment Partners
Pennsylvania
$3K – – –
TCM
69
Tradewinds Capital Management
Washington
$2K – – –
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$1K -$2.35K -86 -64%
NWM
71
Navigation Wealth Management
Colorado
$1K – – –
NFG
72
Next Financial Group
Texas
$1K – – –
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1.23K +45 New
IA
74
IFP Advisors
Florida
$1K +$1.36K +50 New
SFCL
75
Strengthening Families & Communities LLC
Massachusetts
$1 +$1.09K +40 New
1 2
3
4

BEEM Hedge Fund Activity: Q4 2021 in Review

78 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q4 2021, worth a combined $75.5M — down 33% from $113M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BEEM positions and 18 closed out — a net gain of 2 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $3.51M. The largest seller was Invesco, cutting an estimated $16.2M.

  • 78 institutional investors held Beam Global (BEEM) as of Q4 2021, up from 77 in Q3 2021.
  • Funds reported $75.5M of Beam Global stock for Q4 2021, down 33% quarter-over-quarter.
  • 20 funds opened new Beam Global positions in Q4 2021 and 18 closed out, a net change of +2 holders.
  • The largest Beam Global buyer in Q4 2021 was Millennium Management, an estimated $3.51M added.
  • The largest Beam Global seller in Q4 2021 was Invesco, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2021.