Beam Global
BEEM
74 hedge funds and large institutions have $158M invested in Beam Global in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 15 closing their positions.
73% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 15
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
17% more funds holding
Funds holding: 63 → 74 (+11)
16% more call options, than puts
Call options by funds: $9.94M | Put options by funds: $8.59M
8% more capital invested
Capital invested by funds: $147M → $158M (+$11.2M)
3.95% more ownership
Funds ownership: 42.52% → 46.48% (+4%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$13.2M |
| 2 |
State Street
Boston,
Massachusetts
|
+$8.78M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.48M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.65M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$5.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.69M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.36M |
| 4 |
Millennium Management
New York
|
-$2.28M |
| 5 |
FIA
FNY Investment Advisers
New York
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Jane Street
New York
| – | -$1.3M | -39,424 | Closed |
|
|
ECM
77
ExodusPoint Capital Management
New York
| – | -$1.09M | -25,242 | Closed |
|
78
Goldman Sachs
New York
| – | -$793K | -18,298 | Closed |
|
|
RA
79
Royce & Associates
New York
| – | -$564K | -13,000 | Closed |
|
80
California Public Employees Retirement System
Sacramento,
California
| – | -$491K | -11,330 | Closed |
|
|
VF
81
Virtu Financial
New York
| – | -$379K | -8,739 | Closed |
|
|
FAM
82
Formidable Asset Management
Cincinnati,
Ohio
| – | -$281K | -7,000 | Closed |
|
|
MFIM
83
Mesirow Financial Investment Management
Chicago,
Illinois
| – | -$18K | -404 | Closed |
|
|
WP
84
WealthShield Partners
Cary,
North Carolina
| – | -$4K | -100 | Closed |
|
|
HI
85
Human Investing
Lake Oswego,
Oregon
| – | -$1K | -20 | Closed |
|
|
IA
86
IFP Advisors
Tampa,
Florida
| – | -$659 | -20 | Closed |
|
|
PAM
87
Panagora Asset Management
Boston,
Massachusetts
| – | -$1K | -18 | Closed |
|
|
NFSG
88
Newbridge Financial Services Group
Boca Raton,
Florida
| – | +$395 | +12 | New |
|
BEEM Hedge Fund Activity: Q2 2021 in Review
74 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q2 2021, worth a combined $158M — up 7.6% from $147M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new BEEM positions and 15 closed out — a net gain of 11 holders — while 19 added to existing stakes and 14 trimmed.
The largest buyer was BlackRock, adding an estimated $13.2M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $5.5M sold.
- 74 institutional investors held Beam Global (BEEM) as of Q2 2021, up from 63 in Q1 2021.
- Funds reported $158M of Beam Global stock for Q2 2021, up 7.6% quarter-over-quarter.
- 26 funds opened new Beam Global positions in Q2 2021 and 15 closed out, a net change of +11 holders.
- The largest Beam Global buyer in Q2 2021 was BlackRock, an estimated $13.2M added.
- The largest Beam Global seller in Q2 2021 was Renaissance Technologies, an estimated $5.5M sold.
Based on aggregated 13F filings for Q2 2021.