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Beam Global
BEEM

66 hedge funds and large institutions have $20.5M invested in Beam Global in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 66 → 66 (0)

1.64% less ownership

Funds ownership: 22.01% → 20.37% (-1.6%)

9% less capital invested

Capital invested by funds: $22.6M → $20.5M (-$2.1M)

39% less call options, than puts

Call options by funds: $421K | Put options by funds: $689K

Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
13
Closed
12
Calls
$421K
Puts
$689K
Net Calls
-$268K
Net Calls Change
-$469K

Top Buyers

Rank Fund Capital Flow
1
AIC
AWM Investment Company
New York
+$1.97M
2
Jane Street
Jane Street
New York
+$409K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$289K
4
OFA
Oak Family Advisors
Illinois
+$233K
5
CCM
Connective Capital Management
California
+$212K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.64M
2
HHAM
HITE Hedge Asset Management
Massachusetts
-$805K
3
Millennium Management
Millennium Management
New York
-$714K
4
NWM
Nicola Wealth Management
British Columbia, Canada
-$590K
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
51
Advisory Services Network
Georgia
$1.42K +$1.25K +200 New
PS
52
Principal Securities
Iowa
$1.13K +$1K +160 New
PGAM
53
Princeton Global Asset Management
New Jersey
$1.06K – – –
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$994 +$940 +150 New
CAS
55
Coppell Advisory Solutions
Texas
$709 – – –
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$532 -$6.27K -1,000 -93%
PFBT
57
Parkside Financial Bank & Trust
Missouri
$454 – – –
CPG
58
Cornerstone Planning Group
New Jersey
$319 – – –
BWL
59
Bogart Wealth LLC
Virginia
$284 – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$128 +$113 +18 New
NA
61
NewEdge Advisors
Louisiana
$113 – – –
TF
62
Tompkins Financial
New York
$35 – – –
JP Morgan Chase
63
JP Morgan Chase
New York
$21 – – –
VAG
64
VisionPoint Advisory Group
Texas
$14 – – –
UBS Group
65
UBS Group
Switzerland
$7 +$6 +1 New
Invesco
66
Invesco
Georgia
– -$2.64M -357,417 Closed
HHAM
67
HITE Hedge Asset Management
Massachusetts
– -$805K -109,116 Closed
NWM
68
Nicola Wealth Management
British Columbia, Canada
– -$590K -80,000 Closed
CA
69
Calton & Associates
Florida
– -$143K -19,400 Closed
JF
70
Jump Financial
Illinois
– -$130K -17,616 Closed
Barclays
71
Barclays
United Kingdom
– -$128K -17,352 Closed
TI
72
Trexquant Investment
Connecticut
– -$116K -15,734 Closed
VA
73
Vident Advisory
Georgia
– -$103K -13,915 Closed
Marshall Wace
74
Marshall Wace
United Kingdom
– -$81.6K -11,053 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
75
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$55.8K -7,567 Closed
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BEEM Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q4 2023, worth a combined $20.5M — down 9.3% from $22.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BEEM positions and 12 closed out — a net gain of 1 holder — while 16 added to existing stakes and 13 trimmed.

The largest buyer was AWM Investment Company, adding an estimated $1.97M. The largest seller was Invesco, exiting entirely with an estimated $2.64M sold.

  • 66 institutional investors held Beam Global (BEEM) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $20.5M of Beam Global stock for Q4 2023, down 9.3% quarter-over-quarter.
  • 13 funds opened new Beam Global positions in Q4 2023 and 12 closed out, a net change of +1 holder.
  • The largest Beam Global buyer in Q4 2023 was AWM Investment Company, an estimated $1.97M added.
  • The largest Beam Global seller in Q4 2023 was Invesco, an estimated $2.64M sold.

Based on aggregated 13F filings for Q4 2023.