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Beam Global
BEEM

74 hedge funds and large institutions have $29.9M invested in Beam Global in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

14% more funds holding

Funds holding: 65 → 74 (+9)

12% more call options, than puts

Call options by funds: $777K | Put options by funds: $695K

0.92% less ownership

Funds ownership: 21.68% → 20.75% (-0.92%)

14% less capital invested

Capital invested by funds: $34.8M → $29.9M (-$4.89M)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
17
Reduced
23
Closed
8
Calls
$777K
Puts
$695K
Net Calls
+$82K
Net Calls Change
-$613K

Top Buyers

Rank Fund Capital Flow
1
AIC
AWM Investment Company
New York
+$4.65M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$2.19M
3
Invesco
Invesco
Georgia
+$1.17M
4
Millennium Management
Millennium Management
New York
+$654K
5
PM
Precept Management
Texas
+$438K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$1.45M
2
Jane Street
Jane Street
New York
-$459K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$346K
4
Barclays
Barclays
United Kingdom
-$174K
5
HF
HRT Financial
New York
-$111K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.74M -$16.4K -1,498 -0.3%
AIC
2
AWM Investment Company
New York
$4.4M +$4.65M +425,000 New
Invesco
3
Invesco
Georgia
$3.33M +$1.17M +107,211 +50%
HHAM
4
HITE Hedge Asset Management
Massachusetts
$2.07M +$2.19M +200,000 New
BlackRock
5
BlackRock
New York
$1.7M +$38.8K +3,547 +2%
EIM
6
Essex Investment Management
Massachusetts
$1.05M +$110K +10,037 +11%
NWM
7
Nicola Wealth Management
British Columbia, Canada
$1.03M – – –
HF
8
HRT Financial
New York
$938K -$111K -10,143 -10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$936K +$78.8K +7,199 +9%
Millennium Management
10
Millennium Management
New York
$806K +$654K +59,750 +330%
Deutsche Bank
11
Deutsche Bank
Germany
$725K -$1.09K -100 -0.1%
BA
12
Bard Associates
Illinois
$667K -$1.09K -100 -0.2%
First Trust Advisors
13
First Trust Advisors
Illinois
$625K -$4.28K -391 -0.6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$588K -$346K -31,636 -36%
Hudson Bay Capital Management
15
Hudson Bay Capital Management
Connecticut
$562K +$102K +9,277 +21%
GAA
16
Green Alpha Advisors
Colorado
$508K +$38.1K +3,477 +8%
JP Morgan Chase
17
JP Morgan Chase
New York
$470K -$23.4K -2,137 -4%
PM
18
Precept Management
Texas
$414K +$438K +40,000 New
State Street
19
State Street
Massachusetts
$387K -$1.45M -132,196 -78%
Lido Advisors
20
Lido Advisors
California
$344K -$48.1K -4,391 -12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$338K +$243K +22,194 +212%
LCM
22
Legato Capital Management
California
$334K +$89.1K +8,139 +34%
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$276K – – –
Morgan Stanley
24
Morgan Stanley
New York
$219K -$97.5K -8,913 -30%
Renaissance Technologies
25
Renaissance Technologies
New York
$198K +$209K +19,100 New
1
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BEEM Hedge Fund Activity: Q2 2023 in Review

74 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q2 2023, worth a combined $29.9M — down 14% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BEEM positions and 8 closed out — a net gain of 9 holders — while 17 added to existing stakes and 23 trimmed.

The largest buyer was AWM Investment Company, opening a new position worth an estimated $4.65M. The largest seller was State Street, cutting an estimated $1.45M.

  • 74 institutional investors held Beam Global (BEEM) as of Q2 2023, up from 65 in Q1 2023.
  • Funds reported $29.9M of Beam Global stock for Q2 2023, down 14% quarter-over-quarter.
  • 17 funds opened new Beam Global positions in Q2 2023 and 8 closed out, a net change of +9 holders.
  • The largest Beam Global buyer in Q2 2023 was AWM Investment Company, an estimated $4.65M added.
  • The largest Beam Global seller in Q2 2023 was State Street, an estimated $1.45M sold.

Based on aggregated 13F filings for Q2 2023.