We are live on ! Find out more
BEEM icon

Beam Global
BEEM

70 hedge funds and large institutions have $70.6M invested in Beam Global in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $9.13M | Put options by funds: $7.4M

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

6.42% less ownership

Funds ownership: 45.1% → 38.68% (-6.4%)

7% less capital invested

Capital invested by funds: $75.5M → $70.6M (-$4.91M)

10% less funds holding

Funds holding: 78 → 70 (-8)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
70
Holders Change
-8
Holders Change %
-10.26%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
17
Closed
23
Calls
$9.13M
Puts
$7.4M
Net Calls
+$1.72M
Net Calls Change
+$3.12M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.46M
2
Bank of America
Bank of America
North Carolina
+$1.18M
3
HF
HRT Financial
New York
+$730K
4
Ameriprise
Ameriprise
Minnesota
+$691K
5
Goldman Sachs
Goldman Sachs
New York
+$666K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$7.32M
2
Millennium Management
Millennium Management
New York
-$2.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.65M
4
FA
Friess Associates
Delaware
-$1.55M
5
Marshall Wace
Marshall Wace
United Kingdom
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
76
Alpine Global Management
New York
– -$465K -25,024 Closed
CSS
77
Cubist Systematic Strategies
Connecticut
– -$365K -19,635 Closed
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
– -$275K -18,820 Closed
VF
79
Virtu Financial
New York
– -$274K -14,713 Closed
Squarepoint
80
Squarepoint
New York
– -$240K -12,887 Closed
SC
81
Shay Capital
New York
– -$196K -10,541 Closed
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
– -$200K -10,024 Closed
SG Americas Securities
83
SG Americas Securities
New York
– -$181K -9,749 Closed
PI
84
PEAK6 Investments
Illinois
– -$77K -4,118 Closed
ACM
85
Aquatic Capital Management
Illinois
– -$43K -2,300 Closed
PCMC
86
Paragon Capital Management (Colorado)
Colorado
– -$19K -1,000 Closed
CWA
87
Clearview Wealth Advisors
Oregon
– -$4K -226 Closed
TCM
88
Tradewinds Capital Management
Washington
– -$2K -112 Closed
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
– -$1K -45 Closed
SFCL
90
Strengthening Families & Communities LLC
Massachusetts
– -$1 -40 Closed
1 2 3
4

BEEM Hedge Fund Activity: Q1 2022 in Review

70 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q1 2022, worth a combined $70.6M — down 6.5% from $75.5M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of BEEM and 16 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $3.46M. The largest seller was Invesco, cutting an estimated $7.32M.

  • 70 institutional investors held Beam Global (BEEM) as of Q1 2022, down from 78 in Q4 2021.
  • Funds reported $70.6M of Beam Global stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 16 funds opened new Beam Global positions in Q1 2022 and 23 closed out, a net change of -7 holders.
  • The largest Beam Global buyer in Q1 2022 was Morgan Stanley, an estimated $3.46M added.
  • The largest Beam Global seller in Q1 2022 was Invesco, an estimated $7.32M sold.

Based on aggregated 13F filings for Q1 2022.