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Beam Global

54 hedge funds and large institutions have $18.4M invested in Beam Global in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-12
Holders Change %
-18.18%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
22
Closed
15
Calls
$434K
Puts
$581K
Net Calls
-$147K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
1
AWM Investment Company
New York
$6.69M +$519K +76,301 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.21M +$729K +107,200 +21%
BlackRock
3
BlackRock
New York
$1.24M -$26.7K -3,923 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$955K -$14K -2,065 -1%
Deutsche Bank
5
Deutsche Bank
Germany
$477K
BA
6
Bard Associates
Illinois
$410K -$13.6K -2,000 -3%
LPL Financial
7
LPL Financial
California
$399K -$40.1K -5,904 -9%
Millennium Management
8
Millennium Management
New York
$359K +$41.1K +6,043 +13%
OFA
9
Oak Family Advisors
Illinois
$320K +$67.5K +9,921 +27%
State Street
10
State Street
Massachusetts
$308K -$10.2K -1,500 -3%
Citadel Advisors
11
Citadel Advisors
Florida
$287K +$32.7K +4,805 +13%
GAA
12
Green Alpha Advisors
Colorado
$286K -$3.36K -494 -1%
TI
13
Tidal Investments
Wisconsin
$284K +$284K +41,772 New
Northern Trust
14
Northern Trust
Illinois
$261K -$12.9K -1,904 -5%
Lido Advisors
15
Lido Advisors
California
$226K -$680 -100 -0.3%
Bank of America
16
Bank of America
North Carolina
$188K +$24K +3,534 +15%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$181K
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$178K -$551 -81 -0.3%
PI
19
PFG Investments
New York
$157K +$77.2K +11,348 +97%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$134K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$114K -$328K -48,212 -74%
Morgan Stanley
22
Morgan Stanley
New York
$109K -$78.2K -11,497 -42%
IA
23
Inspire Advisors
Idaho
$91.5K -$8.58K -1,262 -9%
Osaic Holdings
24
Osaic Holdings
Arizona
$90.9K -$10.7K -1,568 -11%
SRC
25
Shufro Rose & Co
New York
$68K +$68K +10,000 New