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Beam Global
BEEM

70 hedge funds and large institutions have $70.6M invested in Beam Global in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $9.13M | Put options by funds: $7.4M

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

6.42% less ownership

Funds ownership: 45.1% → 38.68% (-6.4%)

7% less capital invested

Capital invested by funds: $75.5M → $70.6M (-$4.91M)

10% less funds holding

Funds holding: 78 → 70 (-8)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
70
Holders Change
-8
Holders Change %
-10.26%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
17
Closed
23
Calls
$9.13M
Puts
$7.4M
Net Calls
+$1.72M
Net Calls Change
+$3.12M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.46M
2
Bank of America
Bank of America
North Carolina
+$1.18M
3
HF
HRT Financial
New York
+$730K
4
Ameriprise
Ameriprise
Minnesota
+$691K
5
Goldman Sachs
Goldman Sachs
New York
+$666K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$7.32M
2
Millennium Management
Millennium Management
New York
-$2.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.65M
4
FA
Friess Associates
Delaware
-$1.55M
5
Marshall Wace
Marshall Wace
United Kingdom
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Amalgamated Financial
New York
$28K +$20.1K +1,381 New
IA
52
IFP Advisors
Florida
$24K +$21.7K +1,487 +2,974%
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22K – – –
CFFP
54
Center for Financial Planning
Michigan
$20K – – –
Legal & General Group
55
Legal & General Group
United Kingdom
$18K – – –
AIP
56
Ameritas Investment Partners
Nebraska
$14K – – –
S
57
Surevest
California
$14K – – –
PCM
58
Penserra Capital Management
California
$11K – – –
TRCT
59
Tower Research Capital (TRC)
New York
$10K -$13.8K -946 -67%
OIA
60
Optimum Investment Advisors
Illinois
$10K – – –
AA
61
Ancora Advisors
Ohio
$9K – – –
PGAM
62
Princeton Global Asset Management
New Jersey
$7K -$6.57K -450 -58%
AF
63
Allworth Financial
California
$6K +$1.46K +100 +51%
ATC
64
Adirondack Trust Company
New York
$6K +$4.38K +300 New
APA
65
American Portfolios Advisors
New York
$5.79K – – –
EIP
66
Ellis Investment Partners
Pennsylvania
$4K – – –
NWM
67
Navigation Wealth Management
Colorado
$2K – – –
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$2K +$627 +43 +88%
PFBT
69
Parkside Financial Bank & Trust
Missouri
$1K +$934 +64 New
Millennium Management
70
Millennium Management
New York
– -$2.4M -128,824 Closed
Citadel Advisors
71
Citadel Advisors
Florida
– -$1.65M -113,374 Closed
FA
72
Friess Associates
Delaware
– -$1.55M -83,500 Closed
Marshall Wace
73
Marshall Wace
United Kingdom
– -$1.42M -76,520 Closed
E
74
Ergoteles
New York
– -$493K -26,500 Closed
SWA
75
SOA Wealth Advisors
New York
– -$519K -25,891 Closed
1 2
3
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BEEM Hedge Fund Activity: Q1 2022 in Review

70 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q1 2022, worth a combined $70.6M — down 6.5% from $75.5M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of BEEM and 16 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $3.46M. The largest seller was Invesco, cutting an estimated $7.32M.

  • 70 institutional investors held Beam Global (BEEM) as of Q1 2022, down from 78 in Q4 2021.
  • Funds reported $70.6M of Beam Global stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 16 funds opened new Beam Global positions in Q1 2022 and 23 closed out, a net change of -7 holders.
  • The largest Beam Global buyer in Q1 2022 was Morgan Stanley, an estimated $3.46M added.
  • The largest Beam Global seller in Q1 2022 was Invesco, an estimated $7.32M sold.

Based on aggregated 13F filings for Q1 2022.