Beam Global
BEEM
70 hedge funds and large institutions have $38.3M invested in Beam Global in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 27 reducing their positions, and 15 closing their positions.
62% more call options, than puts
Call options by funds: $3.59M | Put options by funds: $2.21M
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
0% more funds holding
Funds holding: 70 → 70 (0)
14.21% less ownership
Funds ownership: 38.68% → 24.46% (-14%)
46% less capital invested
Capital invested by funds: $70.6M → $38.3M (-$32.3M)
67% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2.29M |
| 2 |
HF
HRT Financial
New York
|
+$1.57M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$823K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$692K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$515K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$6.75M |
| 2 |
State Street
Boston,
Massachusetts
|
-$2.59M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$2.49M |
| 4 |
Morgan Stanley
New York
|
-$2.45M |
| 5 |
NWM
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
-$1.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
JP Morgan Chase
New York
| – | -$71K | -4,124 | -100% |
|
77
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| – | -$78K | -3,828 | Closed |
|
78
Barclays
London,
United Kingdom
| – | -$29K | -1,430 | Closed |
|
|
AB
79
Amalgamated Bank
New York
| – | -$28K | -1,381 | Closed |
|
80
Legal & General Group
London,
United Kingdom
| – | -$18K | -898 | Closed |
|
|
AIP
81
Ameritas Investment Partners
Lincoln,
Nebraska
| – | -$14K | -689 | Closed |
|
|
AF
82
Allworth Financial
Folsom,
California
| – | -$6K | -297 | Closed |
|
|
CS
83
Credit Suisse
Zurich,
Switzerland
| – | +$86 | +5 | New |
|
|
EI
84
Ellevest Inc
New York
| – | +$207 | +12 | New |
|
BEEM Hedge Fund Activity: Q2 2022 in Review
70 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q2 2022, worth a combined $38.3M — down 46% from $70.6M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BEEM positions and 15 closed out — a net gain of 2 holders — while 9 added to existing stakes and 27 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $2.29M. The largest seller was BlackRock, cutting an estimated $6.75M.
- 70 institutional investors held Beam Global (BEEM) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $38.3M of Beam Global stock for Q2 2022, down 46% quarter-over-quarter.
- 17 funds opened new Beam Global positions in Q2 2022 and 15 closed out, a net change of +2 holders.
- The largest Beam Global buyer in Q2 2022 was Millennium Management, an estimated $2.29M added.
- The largest Beam Global seller in Q2 2022 was BlackRock, an estimated $6.75M sold.
Based on aggregated 13F filings for Q2 2022.