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Beam Global

77 hedge funds and large institutions have $113M invested in Beam Global in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
24
Reduced
17
Closed
13
Calls
$5.48M
Puts
$4.61M
Net Calls
+$866K
Net Calls Change
-$489K
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$42.8M +$5.9M +215,739 +16%
BlackRock
2
BlackRock
New York
$14.8M -$101K -3,693 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.9M -$200K -7,314 -2%
State Street
4
State Street
Massachusetts
$8.31M +$869K +31,735 +12%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.43M +$759K +27,723 +21%
NWM
6
Nicola Wealth Management
British Columbia, Canada
$3.46M
Northern Trust
7
Northern Trust
Illinois
$2.22M -$70.2K -2,565 -3%
EIM
8
Essex Investment Management
Massachusetts
$2.17M -$7.28K -266 -0.3%
AA
9
ALPS Advisors
Colorado
$2.08M +$265K +9,666 +15%
Voloridge Investment Management
10
Voloridge Investment Management
Florida
$1.95M -$1.05M -38,522 -35%
BA
11
Bard Associates
Illinois
$1.78M -$135K -4,950 -7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.67M -$1.66M -60,566 -50%
ACM
13
Arosa Capital Management
Florida
$1.37M -$1.16M -42,331 -46%
CAC
14
Cowen and Company
New York
$1.37M +$548K +20,000 +67%
IECM
15
Intrinsic Edge Capital Management
Illinois
$1.37M +$1.37M +50,000 New
Morgan Stanley
16
Morgan Stanley
New York
$1.17M -$761K -27,820 -39%
Jane Street
17
Jane Street
New York
$1M +$1M +36,683 New
Luther King Capital Management (LKCM)
18
Luther King Capital Management (LKCM)
Texas
$804K
SWA
19
SOA Wealth Advisors
New York
$681K +$170K +6,197 +33%
FIA
20
FNY Investment Advisers
New York
$667K -$2.11M -77,171 -76%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$659K +$58.3K +2,129 +10%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$630K
Charles Schwab
23
Charles Schwab
California
$602K -$5.04K -184 -0.8%
CA
24
Cetera Advisors
Colorado
$513K +$267K +9,753 +108%
Goldman Sachs
25
Goldman Sachs
New York
$421K +$421K +15,364 New