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Beam Global
BEEM

70 hedge funds and large institutions have $70.6M invested in Beam Global in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $9.13M | Put options by funds: $7.4M

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

6.42% less ownership

Funds ownership: 45.1% → 38.68% (-6.4%)

7% less capital invested

Capital invested by funds: $75.5M → $70.6M (-$4.91M)

10% less funds holding

Funds holding: 78 → 70 (-8)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
70
Holders Change
-8
Holders Change %
-10.26%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
17
Closed
23
Calls
$9.13M
Puts
$7.4M
Net Calls
+$1.72M
Net Calls Change
+$3.12M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.46M
2
Bank of America
Bank of America
North Carolina
+$1.18M
3
HF
HRT Financial
New York
+$730K
4
Ameriprise
Ameriprise
Minnesota
+$691K
5
Goldman Sachs
Goldman Sachs
New York
+$666K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$7.32M
2
Millennium Management
Millennium Management
New York
-$2.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.65M
4
FA
Friess Associates
Delaware
-$1.55M
5
Marshall Wace
Marshall Wace
United Kingdom
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$11.5M +$272K +18,648 +3%
Invesco
2
Invesco
Georgia
$9.55M -$7.32M -501,525 -52%
Morgan Stanley
3
Morgan Stanley
New York
$7.89M +$3.46M +237,118 +160%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.46M -$577K -39,578 -10%
State Street
5
State Street
Massachusetts
$6.5M +$221K +15,178 +5%
NWM
6
Nicola Wealth Management
British Columbia, Canada
$4.29M +$591K +40,480 +24%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.1M +$8.75K +600 +0.4%
Bank of America
8
Bank of America
North Carolina
$2.26M +$1.18M +80,603 +269%
Goldman Sachs
9
Goldman Sachs
New York
$1.78M +$666K +45,665 +110%
Northern Trust
10
Northern Trust
Illinois
$1.54M -$48.5K -3,323 -4%
Lido Advisors
11
Lido Advisors
California
$1.38M – – –
BA
12
Bard Associates
Illinois
$1.26M – – –
HF
13
HRT Financial
New York
$1.02M +$730K +50,037 New
Ameriprise
14
Ameriprise
Minnesota
$968K +$691K +47,337 New
PPA
15
Parametric Portfolio Associates
Washington
$644K +$212K +14,516 +86%
GAA
16
Green Alpha Advisors
Colorado
$621K +$443K +30,345 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$585K -$2.73K -187 -0.6%
CAC
18
Cowen and Company
New York
$552K -$1.06M -73,000 -73%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$548K +$391K +26,773 New
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
$545K – – –
ECM
21
ExodusPoint Capital Management
New York
$538K +$63.1K +4,323 +20%
N
22
Nuveen
North Carolina
$511K +$194K +13,284 +64%
Charles Schwab
23
Charles Schwab
California
$471K +$17.6K +1,205 +6%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$436K +$311K +21,304 New
Parallax Volatility Advisers
25
Parallax Volatility Advisers
California
$427K +$304K +20,856 New
1
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BEEM Hedge Fund Activity: Q1 2022 in Review

70 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q1 2022, worth a combined $70.6M — down 6.5% from $75.5M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of BEEM and 16 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $3.46M. The largest seller was Invesco, cutting an estimated $7.32M.

  • 70 institutional investors held Beam Global (BEEM) as of Q1 2022, down from 78 in Q4 2021.
  • Funds reported $70.6M of Beam Global stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 16 funds opened new Beam Global positions in Q1 2022 and 23 closed out, a net change of -7 holders.
  • The largest Beam Global buyer in Q1 2022 was Morgan Stanley, an estimated $3.46M added.
  • The largest Beam Global seller in Q1 2022 was Invesco, an estimated $7.32M sold.

Based on aggregated 13F filings for Q1 2022.