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Beam Global
BEEM

17 hedge funds and large institutions have $7.37M invested in Beam Global in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

21% more funds holding

Funds holding: 14 → 17 (+3)

15% more capital invested

Capital invested by funds: $6.39M → $7.37M (+$984K)

2.32% less ownership

Funds ownership: 16.37% → 14.05% (-2.3%)

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$369K
2
BlackRock
BlackRock
New York
+$84.6K
3
Northern Trust
Northern Trust
Illinois
+$82.7K
4
Morgan Stanley
Morgan Stanley
New York
+$23.3K
5
HSA
Hussman Strategic Advisors
Maryland
+$19.4K

Top Sellers

Rank Fund Capital Flow
1
EIM
Essex Investment Management
Massachusetts
-$825K
2
ACM
Arosa Capital Management
Florida
-$289K
3
EI
EAM Investors
California
-$195K
4
Citadel Advisors
Citadel Advisors
Florida
-$82K
5
Renaissance Technologies
Renaissance Technologies
New York
-$10.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1
Bard Associates
Illinois
$2.12M – – –
ACM
2
Arosa Capital Management
Florida
$1.27M -$289K -37,237 -23%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.27M +$369K +47,423 +59%
Lido Advisors
4
Lido Advisors
California
$1.07M – – –
EI
5
EAM Investors
California
$752K -$195K -25,044 -25%
Renaissance Technologies
6
Renaissance Technologies
New York
$398K -$10.1K -1,300 -3%
BlackRock
7
BlackRock
New York
$154K +$84.6K +10,878 +235%
Northern Trust
8
Northern Trust
Illinois
$106K +$82.7K +10,633 New
Morgan Stanley
9
Morgan Stanley
New York
$104K +$23.3K +3,000 +40%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$45K +$15.5K +2,000 +80%
HSA
11
Hussman Strategic Advisors
Maryland
$25K +$19.4K +2,500 New
BFIM
12
Beese Fulmer Investment Management
Ohio
$20K +$15.5K +2,000 New
UBS Group
13
UBS Group
Switzerland
$15K +$11.9K +1,532 New
CFFP
14
Center for Financial Planning
Michigan
$10K +$7.77K +1,000 New
Wells Fargo
15
Wells Fargo
California
$4K +$8 +1 +0.2%
EIM
16
Essex Investment Management
Massachusetts
– -$825K -108,644 Closed
Citadel Advisors
17
Citadel Advisors
Florida
– -$82K -10,766 Closed
Osaic Holdings
18
Osaic Holdings
Arizona
– -$1K -128 Closed
JP Morgan Chase
19
JP Morgan Chase
New York
– +$16 +2 New

BEEM Hedge Fund Activity: Q2 2020 in Review

17 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q2 2020, worth a combined $7.37M — up 15% from $6.39M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BEEM positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Vanguard Group, adding an estimated $369K. The largest seller was Essex Investment Management, exiting entirely with an estimated $825K sold.

  • 17 institutional investors held Beam Global (BEEM) as of Q2 2020, up from 14 in Q1 2020.
  • Funds reported $7.37M of Beam Global stock for Q2 2020, up 15% quarter-over-quarter.
  • 6 funds opened new Beam Global positions in Q2 2020 and 3 closed out, a net change of +3 holders.
  • The largest Beam Global buyer in Q2 2020 was Vanguard Group, an estimated $369K added.
  • The largest Beam Global seller in Q2 2020 was Essex Investment Management, an estimated $825K sold.

Based on aggregated 13F filings for Q2 2020.