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Beam Global
BEEM

77 hedge funds and large institutions have $113M invested in Beam Global in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

19% more call options, than puts

Call options by funds: $5.48M | Put options by funds: $4.61M

4% more funds holding

Funds holding: 74 → 77 (+3)

0.46% less ownership

Funds ownership: 46.48% → 46.02% (-0.46%)

29% less capital invested

Capital invested by funds: $158M → $113M (-$45.5M)

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
17
Closed
14
Calls
$5.48M
Puts
$4.61M
Net Calls
+$866K
Net Calls Change
-$489K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$6.41M
2
IECM
Intrinsic Edge Capital Management
Illinois
+$1.49M
3
Jane Street
Jane Street
New York
+$1.09M
4
State Street
State Street
Massachusetts
+$944K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$824K

Top Sellers

Rank Fund Capital Flow
1
FIA
FNY Investment Advisers
New York
-$2.29M
2
LPL Financial
LPL Financial
California
-$2.28M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.8M
4
UBS Group
UBS Group
Switzerland
-$1.64M
5
Marshall Wace
Marshall Wace
United Kingdom
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
76
Marshall Wace
United Kingdom
– -$1.31M -34,297 Closed
TI
77
Tidal Investments
Wisconsin
– -$1.24M -32,396 Closed
Truist Financial
78
Truist Financial
North Carolina
– -$481K -12,550 Closed
TI
79
Trexquant Investment
Connecticut
– -$417K -10,884 Closed
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
– -$261K -6,822 Closed
Millennium Management
81
Millennium Management
New York
– -$212K -5,527 Closed
RHBC
82
R.H. Bluestein & Co
Michigan
– -$211K -5,500 Closed
HSA
83
Hussman Strategic Advisors
Maryland
– -$96K -2,500 Closed
SO
84
STRS Ohio
Ohio
– -$76K -2,000 Closed
LSA
85
Leonteq Securities AG
Switzerland
– -$38.3K -1,001 Closed
EVM
86
Eaton Vance Management
Massachusetts
– -$6K -150 Closed
GAM
87
Gemmer Asset Management
California
– -$2K -50 Closed
PA
88
Parallel Advisors
California
– +$149 +5 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
– +$238 +8 New
BCA
90
Berman Capital Advisors
Georgia
– +$1.01K +34 New
1 2 3
4

BEEM Hedge Fund Activity: Q3 2021 in Review

77 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q3 2021, worth a combined $113M — down 29% from $158M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BEEM positions and 14 closed out — a net gain of 3 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Invesco, adding an estimated $6.41M. The largest seller was FNY Investment Advisers, cutting an estimated $2.29M.

  • 77 institutional investors held Beam Global (BEEM) as of Q3 2021, up from 74 in Q2 2021.
  • Funds reported $113M of Beam Global stock for Q3 2021, down 29% quarter-over-quarter.
  • 17 funds opened new Beam Global positions in Q3 2021 and 14 closed out, a net change of +3 holders.
  • The largest Beam Global buyer in Q3 2021 was Invesco, an estimated $6.41M added.
  • The largest Beam Global seller in Q3 2021 was FNY Investment Advisers, an estimated $2.29M sold.

Based on aggregated 13F filings for Q3 2021.