We are live on ! Find out more
BEEM icon

Beam Global

78 hedge funds and large institutions have $75.5M invested in Beam Global in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

1% more funds holding

Funds holding: 7778 (+1)

0.92% less ownership

Funds ownership: 46.02%45.1% (-0.92%)

33% less capital invested

Capital invested by funds: $113M → $75.5M (-$37.1M)

39% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $3.54M

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
28
Reduced
11
Closed
18
Calls
$2.14M
Puts
$3.54M
Net Calls
-$1.39M
Net Calls Change
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$18M -$16.2M -595,128 -38%
BlackRock
2
BlackRock
New York
$10.1M +$96.2K +3,524 +0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.53M +$157K +5,759 +1%
State Street
4
State Street
Massachusetts
$5.63M -$30.9K -1,134 -0.4%
NWM
5
Nicola Wealth Management
British Columbia, Canada
$3.15M +$1.17M +43,020 +34%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.81M -$297K -10,884 -7%
Morgan Stanley
7
Morgan Stanley
New York
$2.76M +$2.89M +105,941 +248%
Millennium Management
8
Millennium Management
New York
$2.4M +$3.51M +128,824 New
Citadel Advisors
9
Citadel Advisors
Florida
$2.11M +$3.09M +113,374 New
CAC
10
Cowen and Company
New York
$1.86M +$1.36M +50,000 +100%
FA
11
Friess Associates
Delaware
$1.55M +$2.28M +83,500 New
EIM
12
Essex Investment Management
Massachusetts
$1.55M +$105K +3,841 +5%
Northern Trust
13
Northern Trust
Illinois
$1.47M -$58.8K -2,154 -3%
Marshall Wace
14
Marshall Wace
United Kingdom
$1.42M +$2.09M +76,520 New
Lido Advisors
15
Lido Advisors
California
$1.26M +$1.62M +59,235 +702%
BA
16
Bard Associates
Illinois
$1.15M -$87.3K -3,200 -5%
Jane Street
17
Jane Street
New York
$817K +$197K +7,218 +20%
Luther King Capital Management (LKCM)
18
Luther King Capital Management (LKCM)
Texas
$804K
Goldman Sachs
19
Goldman Sachs
New York
$772K +$713K +26,123 +170%
Bank of America
20
Bank of America
North Carolina
$558K +$550K +20,151 +206%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$536K +$129K +4,733 +20%
SWA
22
SOA Wealth Advisors
New York
$519K +$27.4K +1,005 +4%
E
23
Ergoteles
New York
$493K +$393K +14,398 +119%
AGM
24
Alpine Global Management
New York
$465K +$683K +25,024 New
N
25
Nuveen
North Carolina
$451K -$4.01K -147 -0.7%

BEEM Hedge Fund Activity: Q4 2021 in Review

78 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q4 2021, worth a combined $75.5M — down 33% from $113M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BEEM positions and 18 closed out — a net gain of 2 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $3.51M. The largest seller was Invesco, cutting an estimated $16.2M.

  • 78 institutional investors held Beam Global (BEEM) as of Q4 2021, up from 77 in Q3 2021.
  • Funds reported $75.5M of Beam Global stock for Q4 2021, down 33% quarter-over-quarter.
  • 20 funds opened new Beam Global positions in Q4 2021 and 18 closed out, a net change of +2 holders.
  • The largest Beam Global buyer in Q4 2021 was Millennium Management, an estimated $3.51M added.
  • The largest Beam Global seller in Q4 2021 was Invesco, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2021.