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Beam Global

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
Holders
70
Holders Change
-8
Holders Change %
-10.26%
% of All Funds
1.11%
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
Name Holding Trade Value Shares
Change
Shares
Change %
AF
51
Amalgamated Financial
New York
$28K +$28K +1,381 New
IA
52
IFP Advisors
Florida
$24K +$23.2K +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
S
56
Surevest
California
$14K
AIP
57
Ameritas Investment Partners
Nebraska
$14K
PCM
58
Penserra Capital Management
California
$11K
TRCT
59
Tower Research Capital (TRC)
New York
$10K -$20.3K -946 -67%
OIA
60
Optimum Investment Advisors
Illinois
$10K
AA
61
Ancora Advisors
Ohio
$9K
PGAM
62
Princeton Global Asset Management
New Jersey
$7K -$9.84K -450 -58%
AF
63
Allworth Financial
California
$6K +$2.02K +100 +51%
ATC
64
Adirondack Trust Company
New York
$6K +$6K +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 +$935 +43 +88%
PFBT
69
Parkside Financial Bank & Trust
Missouri
$1K +$1K +64 New
Millennium Management
70
Millennium Management
New York
-$2.4M -128,824 Closed
Citadel Advisors
71
Citadel Advisors
Florida
-$2.11M -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