Beam Global
BEEM
11 hedge funds and large institutions have $4.43M invested in Beam Global in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 4 reducing their positions, and 5 closing their positions.
35% more capital invested
Capital invested by funds: $3.3M → $4.43M (+$1.14M)
1.43% more ownership
Funds ownership: 13.59% → 15.02% (+1.4%)
21% less funds holding
Funds holding: 14 → 11 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arosa Capital Management
Miami Beach,
Florida
|
+$903K |
| 2 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$64.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$162K |
| 2 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$135K |
| 3 |
BA
Bard Associates
Chicago,
Illinois
|
-$32.8K |
| 4 |
Millennium Management
New York
|
-$16K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
1
Bard Associates
Chicago,
Illinois
| $1.49M | -$32.8K | -6,000 | -2% |
|
|
ACM
2
Arosa Capital Management
Miami Beach,
Florida
| $952K | +$903K | +165,000 | New |
|
3
Creative Planning
Overland Park,
Kansas
| $881K | – | – | – |
|
4
Lido Advisors
Los Angeles,
California
| $619K | – | – | – |
|
|
5
Millennium Management
New York
| $301K | -$16K | -2,925 | -5% |
|
|
CC
6
Cannell & Co
New York
| $117K | – | – | – |
|
|
EIM
7
Essex Investment Management
Boston,
Massachusetts
| $68K | +$64.6K | +11,800 | New |
|
8
Wells Fargo
San Francisco,
California
| $2K | – | – | – |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $1K | -$7.01K | -1,281 | -87% |
|
|
10
Goldman Sachs
New York
| – | -$162K | -32,755 | Closed |
|
|
11
Hudson Bay Capital Management
Stamford,
Connecticut
| – | -$135K | -27,300 | Closed |
|
|
12
Bank of America
Charlotte,
North Carolina
| – | -$15K | -2,990 | Closed |
|
13
Morgan Stanley
New York
| – | -$7K | -1,500 | Closed |
|
14
UBS Group
Zurich,
Switzerland
| – | -$6.28K | -1,147 | -96% |
|
15
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$3K | -692 | Closed |
|
BEEM Hedge Fund Activity: Q3 2019 in Review
11 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q3 2019, worth a combined $4.43M — up 35% from $3.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BEEM and 2 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 0 added.
The largest buyer was Arosa Capital Management, opening a new position worth an estimated $903K. The largest seller was Goldman Sachs, exiting entirely with an estimated $162K sold.
- 11 institutional investors held Beam Global (BEEM) as of Q3 2019, down from 14 in Q2 2019.
- Funds reported $4.43M of Beam Global stock for Q3 2019, up 35% quarter-over-quarter.
- 2 funds opened new Beam Global positions in Q3 2019 and 5 closed out, a net change of -3 holders.
- The largest Beam Global buyer in Q3 2019 was Arosa Capital Management, an estimated $903K added.
- The largest Beam Global seller in Q3 2019 was Goldman Sachs, an estimated $162K sold.
Based on aggregated 13F filings for Q3 2019.