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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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

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%)

10% less funds holding

Funds holding: 73 → 66 (-7)

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)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
66
Holders Change
-7
Holders Change %
-9.59%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
18
Closed
16
Calls
$703K
Puts
$502K
Net Calls
+$201K
Net Calls Change
+$119K

Top Buyers

Rank Fund Capital Flow
1
AIC
AWM Investment Company
New York
+$1.57M
2
Millennium Management
Millennium Management
New York
+$774K
3
LPL Financial
LPL Financial
California
+$701K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$370K
5
Invesco
Invesco
Georgia
+$336K

Top Sellers

Rank Fund Capital Flow
1
HHAM
HITE Hedge Asset Management
Massachusetts
-$850K
2
HF
HRT Financial
New York
-$717K
3
First Trust Advisors
First Trust Advisors
Illinois
-$625K
4
JP Morgan Chase
JP Morgan Chase
New York
-$425K
5
PM
Precept Management
Texas
-$414K

BEEM Hedge Fund Activity: Q3 2023 in Review

66 of the 6,310 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: 16 funds closed out of BEEM and 9 opened new positions — a net loss of 7 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 73 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 16 closed out, a net change of -7 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.