Beam Global
BEEM
66 hedge funds and large institutions have $20.5M invested in Beam Global in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 12 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
0% more funds holding
Funds holding: 66 → 66 (0)
1.64% less ownership
Funds ownership: 22.01% → 20.37% (-1.6%)
9% less capital invested
Capital invested by funds: $22.6M → $20.5M (-$2.1M)
39% less call options, than puts
Call options by funds: $421K | Put options by funds: $689K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
AWM Investment Company
New York
|
+$1.97M |
| 2 |
Jane Street
New York
|
+$409K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$289K |
| 4 |
OFA
Oak Family Advisors
Chicago,
Illinois
|
+$233K |
| 5 |
CCM
Connective Capital Management
Palo Alto,
California
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.64M |
| 2 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
-$805K |
| 3 |
Millennium Management
New York
|
-$714K |
| 4 |
NWM
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
-$590K |
| 5 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$213K |
BEEM Hedge Fund Activity: Q4 2023 in Review
66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q4 2023, worth a combined $20.5M — down 9.3% from $22.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BEEM positions and 12 closed out — a net gain of 1 holder — while 16 added to existing stakes and 13 trimmed.
The largest buyer was AWM Investment Company, adding an estimated $1.97M. The largest seller was Invesco, exiting entirely with an estimated $2.64M sold.
- 66 institutional investors held Beam Global (BEEM) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $20.5M of Beam Global stock for Q4 2023, down 9.3% quarter-over-quarter.
- 13 funds opened new Beam Global positions in Q4 2023 and 12 closed out, a net change of +1 holder.
- The largest Beam Global buyer in Q4 2023 was AWM Investment Company, an estimated $1.97M added.
- The largest Beam Global seller in Q4 2023 was Invesco, an estimated $2.64M sold.
Based on aggregated 13F filings for Q4 2023.