We are live on ! Find out more
BEEM icon

Beam Global

65 hedge funds and large institutions have $34.8M invested in Beam Global in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $1.26M

0.5% more ownership

Funds ownership: 21.17%21.68% (+0.5%)

4% less funds holding

Funds holding: 6865 (-3)

7% less capital invested

Capital invested by funds: $37.4M → $34.8M (-$2.53M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
16
Reduced
19
Closed
15
Calls
$1.96M
Puts
$1.26M
Net Calls
+$695K
Net Calls Change
-$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
51
Archer Investment Corporation
Indiana
$4.77K +$3.31K +200 +200%
OLVIG
52
Oliver Lagore Vanvalin Investment Group
Michigan
$3.18K -$3.31K -200 -50%
ASN
53
Advisory Services Network
Georgia
$3.18K +$3.31K +200 New
Nisa Investment Advisors
54
Nisa Investment Advisors
Missouri
$3K
SS
55
Sunbelt Securities
Texas
$2.89K +$3.31K +200 New
PGAM
56
Princeton Global Asset Management
New Jersey
$2.39K
VF
57
VitalStone Financial
Texas
$2K +$1.85K +112 New
AF
58
Allworth Financial
California
$1.59K +$1.65K +100 New
PFBT
59
Parkside Financial Bank & Trust
Missouri
$1.02K
GWM
60
Geneos Wealth Management
Colorado
$796
WFA
61
West Financial Advisors
Iowa
$780 -$17 -1 -2%
NA
62
NewEdge Advisors
Louisiana
$255
TF
63
Tompkins Financial
New York
$80 +$83 +5 New
Goldman Sachs
64
Goldman Sachs
New York
-$590K -33,769 Closed
CM
65
Caption Management
Oklahoma
-$588K -33,678 Closed
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
-$502K -28,749 Closed
Marshall Wace
67
Marshall Wace
United Kingdom
-$205K -11,763 Closed
QT
68
Quantbot Technologies
New York
-$116K -6,623 Closed
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
-$18K -1,038 Closed
AWM
70
Activest Wealth Management
Florida
-$19.1K -700 Closed
OIA
71
Optimum Investment Advisors
Illinois
-$8.73K -500 Closed
CG
72
Cutler Group
California
-$6.54K -396 -96%
ATC
73
Adirondack Trust Company
New York
-$5.24K -300 Closed
Citigroup
74
Citigroup
New York
-$4.54K -260 Closed
MCC
75
Money Concepts Capital
Florida
-$3.49K -200 Closed

BEEM Hedge Fund Activity: Q1 2023 in Review

65 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q1 2023, worth a combined $34.8M — down 6.8% from $37.4M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BEEM and 13 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 16 added.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $1.16M. The largest seller was Susquehanna International Group, cutting an estimated $1.14M.

  • 65 institutional investors held Beam Global (BEEM) as of Q1 2023, down from 68 in Q4 2022.
  • Funds reported $34.8M of Beam Global stock for Q1 2023, down 6.8% quarter-over-quarter.
  • 13 funds opened new Beam Global positions in Q1 2023 and 15 closed out, a net change of -2 holders.
  • The largest Beam Global buyer in Q1 2023 was Deutsche Bank, an estimated $1.16M added.
  • The largest Beam Global seller in Q1 2023 was Susquehanna International Group, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2023.