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Beam Global

63 hedge funds and large institutions have $25.8M invested in Beam Global in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-7
Holders Change %
-10%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
22
Closed
14
Calls
$2M
Puts
$1.06M
Net Calls
+$941K
Net Calls Change
-$438K
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.37M +$337K +27,660 +7%
Invesco
2
Invesco
Georgia
$5.03M +$1.09M +89,517 +28%
State Street
3
State Street
Massachusetts
$2.05M +$6.53K +535 +0.3%
BlackRock
4
BlackRock
New York
$2.04M -$33.6K -2,758 -2%
NWM
5
Nicola Wealth Management
British Columbia, Canada
$1.4M -$61K -5,000 -4%
Morgan Stanley
6
Morgan Stanley
New York
$1.15M -$1.83M -149,664 -61%
HF
7
HRT Financial
New York
$1.11M -$612K -50,206 -35%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.04M -$54.6K -4,478 -5%
BA
9
Bard Associates
Illinois
$772K -$2.44K -200 -0.3%
Bank of America
10
Bank of America
North Carolina
$616K +$209K +17,138 +51%
GAA
11
Green Alpha Advisors
Colorado
$543K +$36.9K +3,024 +7%
EIM
12
Essex Investment Management
Massachusetts
$523K +$162K +13,261 +45%
Lido Advisors
13
Lido Advisors
California
$459K -$366K -30,000 -44%
PFO
14
Pathstone Family Office
New Jersey
$428K +$212K +17,324 +98%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$370K +$174K +14,283 +89%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$345K +$345K +28,282 New
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$325K
Citadel Advisors
18
Citadel Advisors
Florida
$228K -$263K -21,508 -54%
IA
19
Inspire Advisors
Idaho
$221K
Northern Trust
20
Northern Trust
Illinois
$180K -$17.5K -1,439 -9%
VIA
21
Vident Investment Advisory
Georgia
$175K +$20.9K +1,712 +14%
Millennium Management
22
Millennium Management
New York
$161K -$1.46M -119,599 -90%
Goldman Sachs
23
Goldman Sachs
New York
$160K -$64.6K -5,308 -29%
Ameriprise
24
Ameriprise
Minnesota
$148K -$410K -33,530 -73%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$146K