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Beam Global

74 hedge funds and large institutions have $29.9M invested in Beam Global in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
17
Reduced
23
Closed
8
Calls
$777K
Puts
$695K
Net Calls
+$82K
Net Calls Change
-$613K
Name Holding Trade Value Shares
Change
Shares
Change %
DekaBank Deutsche Girozentrale
51
DekaBank Deutsche Girozentrale
Germany
$12K -$3.18K -291 -21%
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K
Citadel Advisors
53
Citadel Advisors
Florida
$10.7K -$82.6K -7,976 -89%
CFFP
54
Center for Financial Planning
Michigan
$10.4K
IA
55
IFP Advisors
Florida
$9.58K -$518 -50 -5%
AIC
56
Archer Investment Corporation
Indiana
$3.11K
AF
57
Allworth Financial
California
$3.11K +$2.07K +200 +200%
NA
58
NewEdge Advisors
Louisiana
$2.24K +$2.07K +200 +1,250%
SS
59
Sunbelt Securities
Texas
$2.07K
PGAM
60
Princeton Global Asset Management
New Jersey
$1.55K
CAS
61
Coppell Advisory Solutions
Texas
$1.06K +$1.06K +100 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$1.04K +$1.04K +100 New
IPW
63
Impact Partnership Wealth
Georgia
$693 +$693 +67 New
UBS Group
64
UBS Group
Switzerland
$673 -$12.5K -1,211 -95%
PFBT
65
Parkside Financial Bank & Trust
Missouri
$663
GWM
66
Geneos Wealth Management
Colorado
$518
WFA
67
West Financial Advisors
Iowa
$508
CPG
68
Cornerstone Planning Group
New Jersey
$466 +$466 +45 New
BWL
69
Bogart Wealth LLC
Virginia
$414 +$414 +40 New
NIC
70
Northwest Investment Counselors
Oregon
$62 +$62 +6 New
TF
71
Tompkins Financial
New York
$52
FGAM
72
Financial Gravity Asset Management
Texas
$43 +$43 +10 New
VAG
73
VisionPoint Advisory Group
Texas
$21 +$21 +2 New
Jane Street
74
Jane Street
New York
-$459K -28,877 Closed
Barclays
75
Barclays
United Kingdom
-$174K -10,906 Closed