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Beam Global
BEEM

68 hedge funds and large institutions have $37.4M invested in Beam Global in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $6.07M | Put options by funds: $2.26M

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

45% more capital invested

Capital invested by funds: $25.8M → $37.4M (+$11.5M)

8% more funds holding

Funds holding: 63 → 68 (+5)

0.2% more ownership

Funds ownership: 20.97% → 21.17% (+0.2%)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
15
Reduced
18
Closed
7
Calls
$6.07M
Puts
$2.26M
Net Calls
+$3.81M
Net Calls Change
+$2.87M

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.91M
2
Group One Trading
Group One Trading
Illinois
+$763K
3
CM
Caption Management
Oklahoma
+$504K
4
HF
HRT Financial
New York
+$381K
5
Millennium Management
Millennium Management
New York
+$364K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.69M
2
Morgan Stanley
Morgan Stanley
New York
-$565K
3
Bank of America
Bank of America
North Carolina
-$538K
4
Citadel Advisors
Citadel Advisors
Florida
-$275K
5
NWM
Nicola Wealth Management
British Columbia, Canada
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.6M -$85.8K -5,730 -1%
Invesco
2
Invesco
Georgia
$4.06M -$2.69M -179,755 -44%
State Street
3
State Street
Massachusetts
$2.9M -$28K -1,871 -1%
BlackRock
4
BlackRock
New York
$2.77M -$125K -8,360 -5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.75M +$1.91M +127,287 +419%
HF
6
HRT Financial
New York
$2.04M +$381K +25,473 +28%
NWM
7
Nicola Wealth Management
British Columbia, Canada
$1.75M -$225K -15,000 -13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.46M -$30.4K -2,028 -2%
BA
9
Bard Associates
Illinois
$1.13M +$18K +1,200 +2%
Morgan Stanley
10
Morgan Stanley
New York
$981K -$565K -37,773 -40%
Group One Trading
11
Group One Trading
Illinois
$939K +$763K +51,006 +1,874%
GAA
12
Green Alpha Advisors
Colorado
$801K +$20.2K +1,347 +3%
EIM
13
Essex Investment Management
Massachusetts
$749K – – –
Lido Advisors
14
Lido Advisors
California
$658K – – –
Millennium Management
15
Millennium Management
New York
$656K +$364K +24,353 +184%
PFO
16
Pathstone Family Office
New Jersey
$608K -$3.05K -204 -0.6%
Goldman Sachs
17
Goldman Sachs
New York
$590K +$309K +20,624 +157%
CM
18
Caption Management
Oklahoma
$588K +$504K +33,678 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$502K +$6.99K +467 +2%
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
$466K – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$321K +$176K +11,761 +179%
FIA
22
FNY Investment Advisers
New York
$305K +$262K +17,500 New
IA
23
Inspire Advisors
Idaho
$267K -$41.9K -2,800 -15%
Jane Street
24
Jane Street
New York
$263K +$225K +15,045 New
Northern Trust
25
Northern Trust
Illinois
$259K – – –
1
2 3

BEEM Hedge Fund Activity: Q4 2022 in Review

68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q4 2022, worth a combined $37.4M — up 45% from $25.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BEEM positions and 7 closed out — a net gain of 7 holders — while 15 added to existing stakes and 18 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.91M. The largest seller was Invesco, cutting an estimated $2.69M.

  • 68 institutional investors held Beam Global (BEEM) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $37.4M of Beam Global stock for Q4 2022, up 45% quarter-over-quarter.
  • 14 funds opened new Beam Global positions in Q4 2022 and 7 closed out, a net change of +7 holders.
  • The largest Beam Global buyer in Q4 2022 was Susquehanna International Group, an estimated $1.91M added.
  • The largest Beam Global seller in Q4 2022 was Invesco, an estimated $2.69M sold.

Based on aggregated 13F filings for Q4 2022.