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Beam Global

65 hedge funds and large institutions have $34.8M invested in Beam Global in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $1.26M

0.5% more ownership

Funds ownership: 21.17%21.68% (+0.5%)

4% less funds holding

Funds holding: 6865 (-3)

7% less capital invested

Capital invested by funds: $37.4M → $34.8M (-$2.53M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
16
Reduced
19
Closed
15
Calls
$1.96M
Puts
$1.26M
Net Calls
+$695K
Net Calls Change
-$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.31M +$405K +24,488 +6%
Invesco
2
Invesco
Georgia
$3.41M -$300K -18,125 -8%
State Street
3
State Street
Massachusetts
$2.7M +$58.3K +3,530 +2%
BlackRock
4
BlackRock
New York
$2.56M +$34.9K +2,113 +1%
HF
5
HRT Financial
New York
$1.6M -$263K -15,912 -14%
NWM
6
Nicola Wealth Management
British Columbia, Canada
$1.59M
EIM
7
Essex Investment Management
Massachusetts
$1.45M +$800K +48,393 +113%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.41M -$1.14M -69,249 -44%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.32M -$6K -363 -0.4%
Deutsche Bank
10
Deutsche Bank
Germany
$1.12M +$1.16M +70,186 New
BA
11
Bard Associates
Illinois
$1.03M +$1.65K +100 +0.2%
First Trust Advisors
12
First Trust Advisors
Illinois
$967K +$1M +60,782 New
JP Morgan Chase
13
JP Morgan Chase
New York
$757K +$786K +47,563 +1,585,433%
GAA
14
Green Alpha Advisors
Colorado
$726K -$3.62K -219 -0.5%
Hudson Bay Capital Management
15
Hudson Bay Capital Management
Connecticut
$716K +$744K +45,000 New
Lido Advisors
16
Lido Advisors
California
$599K
Morgan Stanley
17
Morgan Stanley
New York
$478K -$432K -26,130 -47%
Jane Street
18
Jane Street
New York
$459K +$229K +13,832 +92%
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$424K
LCM
20
Legato Capital Management
California
$384K +$399K +24,129 New
Millennium Management
21
Millennium Management
New York
$288K -$321K -19,439 -52%
Osaic Holdings
22
Osaic Holdings
Arizona
$271K -$21.4K -1,297 -7%
PFO
23
Pathstone Family Office
New Jersey
$268K -$297K -17,961 -52%
Northern Trust
24
Northern Trust
Illinois
$255K +$20.2K +1,220 +8%
IA
25
Inspire Advisors
Idaho
$239K -$3.97K -240 -2%

BEEM Hedge Fund Activity: Q1 2023 in Review

65 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q1 2023, worth a combined $34.8M — down 6.8% from $37.4M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BEEM and 13 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 16 added.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $1.16M. The largest seller was Susquehanna International Group, cutting an estimated $1.14M.

  • 65 institutional investors held Beam Global (BEEM) as of Q1 2023, down from 68 in Q4 2022.
  • Funds reported $34.8M of Beam Global stock for Q1 2023, down 6.8% quarter-over-quarter.
  • 13 funds opened new Beam Global positions in Q1 2023 and 15 closed out, a net change of -2 holders.
  • The largest Beam Global buyer in Q1 2023 was Deutsche Bank, an estimated $1.16M added.
  • The largest Beam Global seller in Q1 2023 was Susquehanna International Group, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2023.