We are live on ! Find out more
BEEM icon

Beam Global

61 hedge funds and large institutions have $180M invested in Beam Global in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

739% more capital invested

Capital invested by funds: $21.5M → $180M (+$159M)

414% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 7

91% more funds holding

Funds holding: 3261 (+29)

8.36% more ownership

Funds ownership: 26.41%34.78% (+8.4%)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
61
Holders Change
+29
Holders Change %
+90.63%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
9
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$74.6M +$28M +1,010,728 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.8M +$2.19M +78,964 +36%
BlackRock
3
BlackRock
New York
$7.83M +$2.47M +89,138 +523%
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$7.71M +$2.9M +104,500 New
BA
5
Bard Associates
Illinois
$7.53M -$3.05M -110,067 -52%
Millennium Management
6
Millennium Management
New York
$7.35M +$2.45M +88,374 +783%
EIM
7
Essex Investment Management
Massachusetts
$6.08M -$751K -27,114 -25%
ACM
8
Arosa Capital Management
Florida
$5.53M -$9.75M -352,063 -82%
AA
9
ALPS Advisors
Colorado
$3.83M +$1.44M +51,897 New
Fidelity International
10
Fidelity International
Bermuda
$3.79M +$1.42M +51,400 New
RA
11
Royce & Associates
New York
$3.62M -$27.7K -1,000 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.34M +$688K +24,841 +121%
UBS Group
13
UBS Group
Switzerland
$3.28M +$1.2M +43,244 +3,680%
NWM
14
Nicola Wealth Management
British Columbia, Canada
$2.58M +$970K +35,000 New
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$1.96M +$737K +26,603 New
Morgan Stanley
16
Morgan Stanley
New York
$1.93M +$401K +14,475 +124%
CC
17
Carlson Capital
Texas
$1.84M +$693K +25,000 New
FA
18
Friess Associates
Delaware
$1.75M -$4.33M -156,239 -87%
Citigroup
19
Citigroup
New York
$1.27M +$479K +17,287 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.12M +$420K +15,174 New
EI
21
EAM Investors
California
$1.05M -$1.78M -64,405 -82%
Truist Financial
22
Truist Financial
North Carolina
$911K -$582K -21,000 -63%
Wells Fargo
23
Wells Fargo
California
$867K +$270K +9,734 +480%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$836K +$314K +11,330 New
Northern Trust
25
Northern Trust
Illinois
$780K -$22.3K -804 -7%

BEEM Hedge Fund Activity: Q4 2020 in Review

61 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q4 2020, worth a combined $180M — up 739% from $21.5M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BEEM positions and 7 closed out — a net gain of 29 holders — while 9 added to existing stakes and 13 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $28M. The largest seller was Arosa Capital Management, cutting an estimated $9.75M.

  • 61 institutional investors held Beam Global (BEEM) as of Q4 2020, up from 32 in Q3 2020.
  • Funds reported $180M of Beam Global stock for Q4 2020, up 739% quarter-over-quarter.
  • 36 funds opened new Beam Global positions in Q4 2020 and 7 closed out, a net change of +29 holders.
  • The largest Beam Global buyer in Q4 2020 was Invesco, an estimated $28M added.
  • The largest Beam Global seller in Q4 2020 was Arosa Capital Management, an estimated $9.75M sold.

Based on aggregated 13F filings for Q4 2020.