Beam Global
BEEM
74 hedge funds and large institutions have $29.9M invested in Beam Global in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
14% more funds holding
Funds holding: 65 → 74 (+9)
12% more call options, than puts
Call options by funds: $777K | Put options by funds: $695K
0.92% less ownership
Funds ownership: 21.68% → 20.75% (-0.92%)
14% less capital invested
Capital invested by funds: $34.8M → $29.9M (-$4.89M)
26% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
AWM Investment Company
New York
|
+$4.65M |
| 2 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
+$2.19M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.17M |
| 4 |
Millennium Management
New York
|
+$654K |
| 5 |
PM
Precept Management
Dallas,
Texas
|
+$438K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$1.45M |
| 2 |
Jane Street
New York
|
-$459K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$346K |
| 4 |
Barclays
London,
United Kingdom
|
-$174K |
| 5 |
HF
HRT Financial
New York
|
-$111K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
76
Belpointe Asset Management
Reno,
Nevada
| – | -$15.1K | -950 | Closed |
|
|
ASN
77
Advisory Services Network
Atlanta,
Georgia
| – | -$3.18K | -200 | Closed |
|
|
OLVIG
78
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$3.18K | -200 | Closed |
|
79
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$3K | -187 | Closed |
|
|
VF
80
VitalStone Financial
Shavano Park,
Texas
| – | -$2K | -112 | Closed |
|
BEEM Hedge Fund Activity: Q2 2023 in Review
74 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q2 2023, worth a combined $29.9M — down 14% from $34.8M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BEEM positions and 8 closed out — a net gain of 9 holders — while 17 added to existing stakes and 23 trimmed.
The largest buyer was AWM Investment Company, opening a new position worth an estimated $4.65M. The largest seller was State Street, cutting an estimated $1.45M.
- 74 institutional investors held Beam Global (BEEM) as of Q2 2023, up from 65 in Q1 2023.
- Funds reported $29.9M of Beam Global stock for Q2 2023, down 14% quarter-over-quarter.
- 17 funds opened new Beam Global positions in Q2 2023 and 8 closed out, a net change of +9 holders.
- The largest Beam Global buyer in Q2 2023 was AWM Investment Company, an estimated $4.65M added.
- The largest Beam Global seller in Q2 2023 was State Street, an estimated $1.45M sold.
Based on aggregated 13F filings for Q2 2023.