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Beam Global

73 hedge funds and large institutions have $158M invested in Beam Global in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
19
Reduced
14
Closed
15
Calls
$9.94M
Puts
$8.59M
Net Calls
+$1.36M
Net Calls Change
-$8.46M
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$51.6M -$4.29M -111,851 -8%
BlackRock
2
BlackRock
New York
$20.8M +$15.4M +401,511 +284%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.6M +$4.05M +105,627 +35%
State Street
4
State Street
Massachusetts
$10.4M +$10.2M +266,331 +4,756%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.13M +$3.09M +80,530 +151%
NWM
6
Nicola Wealth Management
British Columbia, Canada
$4.85M +$1.59M +41,500 +49%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$4.66M -$652K -17,032 -12%
Voloridge Investment Management
8
Voloridge Investment Management
Florida
$4.21M -$926K -24,176 -18%
FIA
9
FNY Investment Advisers
New York
$3.89M -$1.61M -41,916 -29%
ACM
10
Arosa Capital Management
Florida
$3.54M
Northern Trust
11
Northern Trust
Illinois
$3.2M +$2.74M +71,521 +594%
EIM
12
Essex Investment Management
Massachusetts
$3.05M +$154K +4,022 +5%
Morgan Stanley
13
Morgan Stanley
New York
$2.7M +$2.13M +55,704 +376%
BA
14
Bard Associates
Illinois
$2.67M -$98.3K -2,565 -4%
AA
15
ALPS Advisors
Colorado
$2.54M -$143K -3,732 -5%
LPL Financial
16
LPL Financial
California
$2.28M +$1.15M +29,994 +102%
UBS Group
17
UBS Group
Switzerland
$2.18M +$1.36M +35,396 +165%
Marshall Wace
18
Marshall Wace
United Kingdom
$1.31M +$1.31M +34,297 New
TI
19
Tidal Investments
Wisconsin
$1.24M +$836K +21,828 +207%
CAC
20
Cowen and Company
New York
$1.15M +$1.15M +30,000 New
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$1.02M
Charles Schwab
22
Charles Schwab
California
$850K +$850K +22,162 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$840K +$840K +21,932 New
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$800K +$800K +20,878 New
SWA
25
SOA Wealth Advisors
New York
$715K +$707K +18,476 +8,674%