Beam Global
BEEM
8 hedge funds and large institutions have $2.6M invested in Beam Global in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 4 closing their positions.
4.15% less ownership
Funds ownership: 15.02% → 10.87% (-4.2%)
27% less funds holding
Funds holding: 11 → 8 (-3)
41% less capital invested
Capital invested by funds: $4.43M → $2.6M (-$1.83M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$20.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$881K |
| 2 |
Millennium Management
New York
|
-$129K |
| 3 |
CC
Cannell & Co
New York
|
-$117K |
| 4 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$68K |
| 5 |
BA
Bard Associates
Chicago,
Illinois
|
-$18.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
1
Bard Associates
Chicago,
Illinois
| $1.19M | -$18.8K | -3,800 | -1% |
|
|
ACM
2
Arosa Capital Management
Miami Beach,
Florida
| $769K | – | – | – |
|
3
Lido Advisors
Los Angeles,
California
| $500K | – | – | – |
|
|
4
Millennium Management
New York
| $119K | -$129K | -25,965 | -50% |
|
|
5
BlackRock
New York
| $19K | +$20.1K | +4,052 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $7K | +$7.46K | +1,506 | +3,012% |
|
7
Wells Fargo
San Francisco,
California
| $2K | – | – | – |
|
|
8
Creative Planning
Overland Park,
Kansas
| – | -$881K | -152,717 | Closed |
|
|
CC
9
Cannell & Co
New York
| – | -$117K | -20,000 | Closed |
|
|
EIM
10
Essex Investment Management
Boston,
Massachusetts
| – | -$68K | -11,800 | Closed |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$1K | -185 | Closed |
|
BEEM Hedge Fund Activity: Q4 2019 in Review
8 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q4 2019, worth a combined $2.6M — down 41% from $4.43M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BEEM and 1 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was BlackRock, opening a new position worth an estimated $20.1K. The largest seller was Creative Planning, exiting entirely with an estimated $881K sold.
- 8 institutional investors held Beam Global (BEEM) as of Q4 2019, down from 11 in Q3 2019.
- Funds reported $2.6M of Beam Global stock for Q4 2019, down 41% quarter-over-quarter.
- 1 fund opened new Beam Global positions in Q4 2019 and 4 closed out, a net change of -3 holders.
- The largest Beam Global buyer in Q4 2019 was BlackRock, an estimated $20.1K added.
- The largest Beam Global seller in Q4 2019 was Creative Planning, an estimated $881K sold.
Based on aggregated 13F filings for Q4 2019.