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Beam Global
BEEM

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

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

14% more funds holding

Funds holding: 65 → 74 (+9)

12% more call options, than puts

Call options by funds: $777K | Put options by funds: $695K

0.92% less ownership

Funds ownership: 21.68% → 20.75% (-0.92%)

14% less capital invested

Capital invested by funds: $34.8M → $29.9M (-$4.89M)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.16%
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

Top Buyers

Rank Fund Capital Flow
1
AIC
AWM Investment Company
New York
+$4.65M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$2.19M
3
Invesco
Invesco
Georgia
+$1.17M
4
Millennium Management
Millennium Management
New York
+$654K
5
PM
Precept Management
Texas
+$438K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$1.45M
2
Jane Street
Jane Street
New York
-$459K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$346K
4
Barclays
Barclays
United Kingdom
-$174K
5
HF
HRT Financial
New York
-$111K
Name Holding Trade Value Shares
Change 		Change in
Stake
DekaBank Deutsche Girozentrale
51
DekaBank Deutsche Girozentrale
Germany
$12K -$3.19K -291 -21%
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K – – –
Citadel Advisors
53
Citadel Advisors
Florida
$10.7K -$87.3K -7,976 -89%
CFFP
54
Center for Financial Planning
Michigan
$10.3K – – –
IA
55
IFP Advisors
Florida
$9.58K -$547 -50 -5%
AIC
56
Archer Investment Corporation
Indiana
$3.1K – – –
AF
57
Allworth Financial
California
$3.1K +$2.19K +200 +200%
NA
58
NewEdge Advisors
Louisiana
$2.24K +$2.19K +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 +$1.09K +100 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$1.03K +$1.09K +100 New
IPW
63
Impact Partnership Wealth
Georgia
$693 +$733 +67 New
UBS Group
64
UBS Group
Switzerland
$673 -$13.3K -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 +$492 +45 New
BWL
69
Bogart Wealth LLC
Virginia
$414 +$438 +40 New
NIC
70
Northwest Investment Counselors
Oregon
$62 +$66 +6 New
TF
71
Tompkins Financial
New York
$52 – – –
FGAM
72
Financial Gravity Asset Management
Texas
$43 +$109 +10 New
VAG
73
VisionPoint Advisory Group
Texas
$21 +$22 +2 New
Jane Street
74
Jane Street
New York
– -$459K -28,877 Closed
Barclays
75
Barclays
United Kingdom
– -$174K -10,906 Closed
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BEEM Hedge Fund Activity: Q2 2023 in Review

74 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q2 2023, worth a combined $29.9M — down 14% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BEEM positions and 8 closed out — a net gain of 9 holders — while 17 added to existing stakes and 23 trimmed.

The largest buyer was AWM Investment Company, opening a new position worth an estimated $4.65M. The largest seller was State Street, cutting an estimated $1.45M.

  • 74 institutional investors held Beam Global (BEEM) as of Q2 2023, up from 65 in Q1 2023.
  • Funds reported $29.9M of Beam Global stock for Q2 2023, down 14% quarter-over-quarter.
  • 17 funds opened new Beam Global positions in Q2 2023 and 8 closed out, a net change of +9 holders.
  • The largest Beam Global buyer in Q2 2023 was AWM Investment Company, an estimated $4.65M added.
  • The largest Beam Global seller in Q2 2023 was State Street, an estimated $1.45M sold.

Based on aggregated 13F filings for Q2 2023.