Beam Global
BEEM
47 hedge funds and large institutions have $7.48M invested in Beam Global in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 13 closing their positions.
483% more call options, than puts
Call options by funds: $443K | Put options by funds: $76K
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
1.34% less ownership
Funds ownership: 17.32% → 15.97% (-1.3%)
6% less funds holding
Funds holding: 50 → 47 (-3)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
40% less capital invested
Capital invested by funds: $12.5M → $7.48M (-$4.98M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$164K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$107K |
| 3 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$88.5K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$76.5K |
| 5 |
GAA
Green Alpha Advisors
Niwot,
Colorado
|
+$54.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
AWM Investment Company
New York
|
-$4.47M |
| 2 |
OFA
Oak Family Advisors
Chicago,
Illinois
|
-$252K |
| 3 |
LPL Financial
San Diego,
California
|
-$243K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$107K |
| 5 |
CA
Calton & Associates
Tampa,
Florida
|
-$93.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
Calton & Associates
Tampa,
Florida
| – | -$93.3K | -19,000 | Closed |
|
|
IA
52
Inspire Advisors
Meridian,
Idaho
| – | -$66.1K | -13,460 | Closed |
|
|
HH
53
Hilltop Holdings
Dallas,
Texas
| – | -$54.6K | -11,118 | Closed |
|
|
SRC
54
Shufro Rose & Co
New York
| – | -$46.1K | -10,000 | Closed |
|
|
CPA
55
Capital Performance Advisors
Walnut Creek,
California
| – | -$24.6K | -5,000 | Closed |
|
56
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4.91K | -1,000 | Closed |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| – | -$3.63K | -739 | Closed |
|
58
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$736 | -150 | Closed |
|
|
BWL
59
Bogart Wealth LLC
Mclean,
Virginia
| – | -$196 | -40 | Closed |
|
BEEM Hedge Fund Activity: Q4 2024 in Review
47 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q4 2024, worth a combined $7.48M — down 40% from $12.5M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BEEM and 10 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 12 added.
The largest buyer was Virtue Capital Management, adding an estimated $164K. The largest seller was AWM Investment Company, exiting entirely with an estimated $4.47M sold.
- 47 institutional investors held Beam Global (BEEM) as of Q4 2024, down from 50 in Q3 2024.
- Funds reported $7.48M of Beam Global stock for Q4 2024, down 40% quarter-over-quarter.
- 10 funds opened new Beam Global positions in Q4 2024 and 13 closed out, a net change of -3 holders.
- The largest Beam Global buyer in Q4 2024 was Virtue Capital Management, an estimated $164K added.
- The largest Beam Global seller in Q4 2024 was AWM Investment Company, an estimated $4.47M sold.
Based on aggregated 13F filings for Q4 2024.