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Beam Global
BEEM

Overview Fund Activity

66 hedge funds and large institutions have $22.6M invested in Beam Global in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-8
Holders Change %
-10.81%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
18
Closed
17
Calls
$703K
Puts
$502K
Net Calls
+$201K
Net Calls Change
+$119K

Top Buyers

1
AIC
AWM Investment Company
New York
$4.37M
2
Millennium Management
Millennium Management
New York
$1.19M
3
LPL Financial
LPL Financial
California
$553K
4
Geode Capital Management
Geode Capital Management
Massachusetts
$959K
5
Invesco
Invesco
Georgia
$2.64M

Top Sellers

1
HHAM
HITE Hedge Asset Management
Massachusetts
$805K
2
First Trust Advisors
First Trust Advisors
Illinois
$0
3
HF
HRT Financial
New York
$103K
4
PM
Precept Management
Texas
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
51
Center for Financial Planning
Michigan
$7.38K – – –
IA
52
IFP Advisors
Florida
$3.54K -$3.28K -445 -48%
AF
53
Allworth Financial
California
$2.21K – – –
AIC
54
Archer Investment Corporation
Indiana
$2.21K – – –
CAS
55
Coppell Advisory Solutions
Texas
$1.75K – – –
SS
56
Sunbelt Securities
Texas
$1.48K – – –
PGAM
57
Princeton Global Asset Management
New Jersey
$1.11K – – –
PFBT
58
Parkside Financial Bank & Trust
Missouri
$473 – – –
WFA
59
West Financial Advisors
Iowa
$362 – – –
CPG
60
Cornerstone Planning Group
New Jersey
$332 – – –
BWL
61
Bogart Wealth LLC
Virginia
$295 – – –
NA
62
NewEdge Advisors
Louisiana
$118 -$1.48K -200 -93%
TF
63
Tompkins Financial
New York
$37 – – –
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$22 -$333K -45,426 -100%
VAG
65
VisionPoint Advisory Group
Texas
$15 – – –
First Trust Advisors
66
First Trust Advisors
Illinois
– -$625K -60,391 Closed
PM
67
Precept Management
Texas
– -$414K -40,000 Closed
Renaissance Technologies
68
Renaissance Technologies
New York
– -$198K -19,100 Closed
BFM
69
Boothbay Fund Management
New York
– -$182K -17,619 Closed
VIA
70
Vident Investment Advisory
Georgia
– -$128K -12,364 Closed
OQS
71
Occudo Quantitative Strategies
Florida
– -$113K -10,950 Closed
CM
72
Caption Management
Oklahoma
– -$104K -10,000 Closed
QL
73
Quarry LP
New York
– -$67.5K -6,520 Closed
FIA
74
FNY Investment Advisers
New York
– -$51K -5,000 Closed
QT
75
Quantbot Technologies
New York
– -$41.2K -3,977 Closed
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