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Beam Global

50 hedge funds and large institutions have $12.5M invested in Beam Global in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $11.9M → $12.5M (+$548K)

0% less call options, than puts

Call options by funds: $365K | Put options by funds: $366K

0.45% less ownership

Funds ownership: 17.77%17.32% (-0.45%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

11% less funds holding

Funds holding: 5650 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
11
Closed
13
Calls
$365K
Puts
$366K
Net Calls
-$1K
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1
AWM Investment Company
New York
$4.47M -$214K -39,062 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.02M
BlackRock
3
BlackRock
New York
$915K +$4.2K +768 +0.4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$692K +$832 +152 +0.1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$345K +$110K +20,087 +40%
BA
6
Bard Associates
Illinois
$269K -$10.5K -1,910 -3%
OFA
7
Oak Family Advisors
Illinois
$252K -$4.77K -871 -2%
LPL Financial
8
LPL Financial
California
$243K -$52.3K -9,564 -16%
GAA
9
Green Alpha Advisors
Colorado
$230K +$35.6K +6,500 +16%
State Street
10
State Street
Massachusetts
$223K
Northern Trust
11
Northern Trust
Illinois
$177K -$952 -174 -0.5%
Luther King Capital Management (LKCM)
12
Luther King Capital Management (LKCM)
Texas
$165K
Lido Advisors
13
Lido Advisors
California
$163K
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$151K +$25.3K +4,619 +18%
Citadel Advisors
15
Citadel Advisors
Florida
$128K +$13.7K +2,501 +11%
PI
16
PFG Investments
New York
$119K
XT
17
XTX Topco
Cayman Islands
$99.8K +$54.6K +9,975 +96%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$97K
CA
19
Calton & Associates
Florida
$93.3K +$104K +19,000 New
AWM
20
AE Wealth Management
Kansas
$83K +$92.6K +16,913 New
IA
21
Inspire Advisors
Idaho
$66.1K
Bank of America
22
Bank of America
North Carolina
$54.9K +$5 +1 +0%
HH
23
Hilltop Holdings
Texas
$54.6K -$1.52K -277 -2%
Morgan Stanley
24
Morgan Stanley
New York
$49.8K -$3.5K -639 -6%
VCM
25
Virtue Capital Management
Tennessee
$49.1K +$54.7K +10,000 New

BEEM Hedge Fund Activity: Q3 2024 in Review

50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q3 2024, worth a combined $12.5M — up 4.6% from $11.9M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BEEM and 7 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 10 added.

The largest buyer was Susquehanna International Group, adding an estimated $110K. The largest seller was AWM Investment Company, cutting an estimated $214K.

  • 50 institutional investors held Beam Global (BEEM) as of Q3 2024, down from 56 in Q2 2024.
  • Funds reported $12.5M of Beam Global stock for Q3 2024, up 4.6% quarter-over-quarter.
  • 7 funds opened new Beam Global positions in Q3 2024 and 13 closed out, a net change of -6 holders.
  • The largest Beam Global buyer in Q3 2024 was Susquehanna International Group, an estimated $110K added.
  • The largest Beam Global seller in Q3 2024 was AWM Investment Company, an estimated $214K sold.

Based on aggregated 13F filings for Q3 2024.