Beam Global
BEEM
66 hedge funds and large institutions have $22.6M invested in Beam Global in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 17 closing their positions.
40% more call options, than puts
Call options by funds: $703K | Put options by funds: $502K
1.25% more ownership
Funds ownership: 20.75% → 22.01% (+1.3%)
11% less funds holding
Funds holding: 74 → 66 (-8)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
24% less capital invested
Capital invested by funds: $29.9M → $22.6M (-$7.3M)
47% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
AWM Investment Company
New York
|
+$1.57M |
| 2 |
Millennium Management
New York
|
+$774K |
| 3 |
LPL Financial
San Diego,
California
|
+$701K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$370K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
-$850K |
| 2 |
HF
HRT Financial
New York
|
-$717K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$625K |
| 4 |
JP Morgan Chase
New York
|
-$425K |
| 5 |
PM
Precept Management
Dallas,
Texas
|
-$414K |
BEEM Hedge Fund Activity: Q3 2023 in Review
66 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q3 2023, worth a combined $22.6M — down 24% from $29.9M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of BEEM and 9 opened new positions — a net loss of 8 holders — while 18 trimmed existing stakes and 16 added.
The largest buyer was AWM Investment Company, adding an estimated $1.57M. The largest seller was HITE Hedge Asset Management, cutting an estimated $850K.
- 66 institutional investors held Beam Global (BEEM) as of Q3 2023, down from 74 in Q2 2023.
- Funds reported $22.6M of Beam Global stock for Q3 2023, down 24% quarter-over-quarter.
- 9 funds opened new Beam Global positions in Q3 2023 and 17 closed out, a net change of -8 holders.
- The largest Beam Global buyer in Q3 2023 was AWM Investment Company, an estimated $1.57M added.
- The largest Beam Global seller in Q3 2023 was HITE Hedge Asset Management, an estimated $850K sold.
Based on aggregated 13F filings for Q3 2023.