Beam Global
BEEM
14 hedge funds and large institutions have $6.39M invested in Beam Global in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
145% more capital invested
Capital invested by funds: $2.6M → $6.39M (+$3.78M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
75% more funds holding
Funds holding: 8 → 14 (+6)
5.5% more ownership
Funds ownership: 10.87% → 16.37% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$840K |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$776K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$621K |
| 4 |
Renaissance Technologies
New York
|
+$319K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$83.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bard Associates
Chicago,
Illinois
|
-$326K |
| 2 |
Millennium Management
New York
|
-$119K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
1
Bard Associates
Chicago,
Illinois
| $1.61M | -$326K | -42,147 | -17% |
|
|
ACM
2
Arosa Capital Management
Miami Beach,
Florida
| $1.25M | – | – | – |
|
|
EIM
3
Essex Investment Management
Boston,
Massachusetts
| $825K | +$840K | +108,644 | New |
|
4
Lido Advisors
Los Angeles,
California
| $814K | – | – | – |
|
|
EI
5
EAM Investors
Solana Beach,
California
| $762K | +$776K | +100,426 | New |
|
|
6
Vanguard Group
Malvern,
Pennsylvania
| $609K | +$621K | +80,282 | New |
|
|
7
Renaissance Technologies
New York
| $313K | +$319K | +41,200 | New |
|
|
8
Citadel Advisors
Miami,
Florida
| $82K | +$83.2K | +10,766 | New |
|
9
Morgan Stanley
New York
| $56K | +$57.3K | +7,415 | New |
|
10
BlackRock
New York
| $35K | +$4.41K | +570 | +14% |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $19K | +$19.3K | +2,500 | New |
|
12
Wells Fargo
San Francisco,
California
| $3K | +$263 | +34 | +9% |
|
13
Osaic Holdings
Scottsdale,
Arizona
| $1K | +$990 | +128 | New |
|
|
14
Millennium Management
New York
| – | -$119K | -25,542 | Closed |
|
|
15
UBS Group
Zurich,
Switzerland
| – | -$7K | -1,556 | Closed |
|
BEEM Hedge Fund Activity: Q1 2020 in Review
14 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q1 2020, worth a combined $6.39M — up 145% from $2.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BEEM positions and 2 closed out — a net gain of 6 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Essex Investment Management, opening a new position worth an estimated $840K. The largest seller was Bard Associates, cutting an estimated $326K.
- 14 institutional investors held Beam Global (BEEM) as of Q1 2020, up from 8 in Q4 2019.
- Funds reported $6.39M of Beam Global stock for Q1 2020, up 145% quarter-over-quarter.
- 8 funds opened new Beam Global positions in Q1 2020 and 2 closed out, a net change of +6 holders.
- The largest Beam Global buyer in Q1 2020 was Essex Investment Management, an estimated $840K added.
- The largest Beam Global seller in Q1 2020 was Bard Associates, an estimated $326K sold.
Based on aggregated 13F filings for Q1 2020.