We are live on ! Find out more
BEEM icon

Beam Global
BEEM

54 hedge funds and large institutions have $18.4M invested in Beam Global in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% less ownership

Funds ownership: 20.37% → 18.99% (-1.4%)

11% less capital invested

Capital invested by funds: $20.5M → $18.4M (-$2.16M)

18% less funds holding

Funds holding: 66 → 54 (-12)

25% less call options, than puts

Call options by funds: $434K | Put options by funds: $581K

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

73% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 15

Holders
54
Holders Change
-12
Holders Change %
-18.18%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
22
Closed
15
Calls
$434K
Puts
$581K
Net Calls
-$147K
Net Calls Change
+$121K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$731K
2
AIC
AWM Investment Company
New York
+$520K
3
TI
Tidal Investments
Wisconsin
+$285K
4
PI
PFG Investments
New York
+$77.3K
5
SRC
Shufro Rose & Co
New York
+$68.2K

Top Sellers

Rank Fund Capital Flow
1
EIM
Essex Investment Management
Massachusetts
-$622K
2
Jane Street
Jane Street
New York
-$463K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$329K
4
HF
HRT Financial
New York
-$264K
5
Squarepoint
Squarepoint
New York
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
51
Tompkins Financial
New York
$34 – – –
JP Morgan Chase
52
JP Morgan Chase
New York
$20 – – –
VAG
53
VisionPoint Advisory Group
Texas
$14 – – –
EIM
54
Essex Investment Management
Massachusetts
– -$622K -87,780 Closed
Jane Street
55
Jane Street
New York
– -$463K -65,237 Closed
HF
56
HRT Financial
New York
– -$264K -37,291 Closed
Squarepoint
57
Squarepoint
New York
– -$244K -34,351 Closed
CCM
58
Connective Capital Management
California
– -$240K -33,785 Closed
LCM
59
Legato Capital Management
California
– -$214K -30,244 Closed
Hudson Bay Capital Management
60
Hudson Bay Capital Management
Connecticut
– -$144K -20,271 Closed
CSS
61
Cubist Systematic Strategies
Connecticut
– -$119K -16,733 Closed
DC
62
Diametric Capital
Massachusetts
– -$103K -14,590 Closed
OMC
63
Old Mission Capital
Illinois
– -$75.1K -10,592 Closed
WWM
64
Wolff Wiese Magana
California
– -$12.8K -1,800 Closed
AIC
65
Archer Investment Corporation
Indiana
– -$2.13K -300 Closed
ASN
66
Advisory Services Network
Georgia
– -$1.42K -200 Closed
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$532 -75 Closed
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
– -$128 -18 Closed
1 2
3

BEEM Hedge Fund Activity: Q1 2024 in Review

54 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q1 2024, worth a combined $18.4M — down 11% from $20.5M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BEEM and 4 opened new positions — a net loss of 11 holders — while 22 trimmed existing stakes and 10 added.

The largest buyer was Vanguard Group, adding an estimated $731K. The largest seller was Essex Investment Management, exiting entirely with an estimated $622K sold.

  • 54 institutional investors held Beam Global (BEEM) as of Q1 2024, down from 66 in Q4 2023.
  • Funds reported $18.4M of Beam Global stock for Q1 2024, down 11% quarter-over-quarter.
  • 4 funds opened new Beam Global positions in Q1 2024 and 15 closed out, a net change of -11 holders.
  • The largest Beam Global buyer in Q1 2024 was Vanguard Group, an estimated $731K added.
  • The largest Beam Global seller in Q1 2024 was Essex Investment Management, an estimated $622K sold.

Based on aggregated 13F filings for Q1 2024.