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Beam Global

70 hedge funds and large institutions have $38.3M invested in Beam Global in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $3.59M | Put options by funds: $2.21M

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0% more funds holding

Funds holding: 7070 (0)

14.21% less ownership

Funds ownership: 38.68%24.46% (-14%)

46% less capital invested

Capital invested by funds: $70.6M → $38.3M (-$32.3M)

67% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 27

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
9
Reduced
27
Closed
15
Calls
$3.59M
Puts
$2.21M
Net Calls
+$1.38M
Net Calls Change
-$344K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.41M +$823K +47,812 +13%
Invesco
2
Invesco
Georgia
$5.01M -$2.49M -144,517 -31%
Morgan Stanley
3
Morgan Stanley
New York
$3.78M -$2.45M -142,148 -37%
BlackRock
4
BlackRock
New York
$2.63M -$6.75M -391,726 -70%
State Street
5
State Street
Massachusetts
$2.6M -$2.59M -150,280 -47%
HF
6
HRT Financial
New York
$2.19M +$1.57M +91,448 +183%
Millennium Management
7
Millennium Management
New York
$2.06M +$2.29M +132,814 New
NWM
8
Nicola Wealth Management
British Columbia, Canada
$1.86M -$1.55M -90,000 -43%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.4M -$1.06M -61,336 -41%
Lido Advisors
10
Lido Advisors
California
$1.05M
BA
11
Bard Associates
Illinois
$985K +$31.1K +1,805 +3%
Ameriprise
12
Ameriprise
Minnesota
$708K -$29.2K -1,695 -4%
GAA
13
Green Alpha Advisors
Colorado
$644K +$192K +11,138 +37%
Citadel Advisors
14
Citadel Advisors
Florida
$623K +$692K +40,156 New
Bank of America
15
Bank of America
North Carolina
$518K -$1.33M -77,188 -70%
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$464K +$515K +29,900 New
EIM
17
Essex Investment Management
Massachusetts
$459K +$182K +10,569 +56%
E
18
Ergoteles
New York
$458K +$508K +29,500 New
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$414K
ECM
20
ExodusPoint Capital Management
New York
$394K -$16.1K -934 -4%
Goldman Sachs
21
Goldman Sachs
New York
$286K -$1.18M -68,699 -79%
IA
22
Inspire Advisors
Idaho
$281K +$86.1K +5,000 +38%
PFO
23
Pathstone Family Office
New Jersey
$274K +$97.8K +5,678 +47%
Northern Trust
24
Northern Trust
Illinois
$252K -$1.02M -59,274 -78%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$250K +$277K +16,085 New

BEEM Hedge Fund Activity: Q2 2022 in Review

70 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q2 2022, worth a combined $38.3M — down 46% from $70.6M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BEEM positions and 15 closed out — a net gain of 2 holders — while 9 added to existing stakes and 27 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $2.29M. The largest seller was BlackRock, cutting an estimated $6.75M.

  • 70 institutional investors held Beam Global (BEEM) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $38.3M of Beam Global stock for Q2 2022, down 46% quarter-over-quarter.
  • 17 funds opened new Beam Global positions in Q2 2022 and 15 closed out, a net change of +2 holders.
  • The largest Beam Global buyer in Q2 2022 was Millennium Management, an estimated $2.29M added.
  • The largest Beam Global seller in Q2 2022 was BlackRock, an estimated $6.75M sold.

Based on aggregated 13F filings for Q2 2022.