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Beam Global

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
Holders
70
Holders Change
-8
Holders Change %
-10.26%
% of All Funds
1.11%
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
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$11.5M +$381K +18,648 +3%
Invesco
2
Invesco
Georgia
$9.55M -$10.3M -501,525 -52%
Morgan Stanley
3
Morgan Stanley
New York
$7.89M +$4.85M +237,118 +160%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.46M -$809K -39,578 -10%
State Street
5
State Street
Massachusetts
$6.5M +$310K +15,178 +5%
NWM
6
Nicola Wealth Management
British Columbia, Canada
$4.3M +$828K +40,480 +24%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.1M +$12.3K +600 +0.4%
Bank of America
8
Bank of America
North Carolina
$2.26M +$1.65M +80,603 +269%
Goldman Sachs
9
Goldman Sachs
New York
$1.78M +$934K +45,665 +110%
Northern Trust
10
Northern Trust
Illinois
$1.54M -$67.9K -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 +$1.02M +50,037 New
Ameriprise
14
Ameriprise
Minnesota
$968K +$968K +47,337 New
PPA
15
Parametric Portfolio Associates
Washington
$644K +$297K +14,516 +86%
GAA
16
Green Alpha Advisors
Colorado
$621K +$621K +30,345 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$585K -$3.82K -187 -0.6%
CAC
18
Cowen and Company
New York
$552K -$1.49M -73,000 -73%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$548K +$548K +26,773 New
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
$545K
ECM
21
ExodusPoint Capital Management
New York
$538K +$88.4K +4,323 +20%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$511K +$200K +13,284 +64%
Charles Schwab
23
Charles Schwab
California
$471K +$24.7K +1,205 +6%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$436K +$436K +21,304 New
Parallax Volatility Advisers
25
Parallax Volatility Advisers
California
$427K +$427K +20,856 New