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Beam Global
BEEM

Overview Fund Activity

46 hedge funds and large institutions have $7.48M invested in Beam Global in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
10
Closed
13
Calls
$443K
Puts
$76K
Net Calls
+$367K
Net Calls Change
+$368K

Top Buyers

1
VCM
Virtue Capital Management
Tennessee
$159K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$305K
3
XT
XTX Topco
Cayman Islands
$133K
4
Northern Trust
Northern Trust
Illinois
$173K
5
GAA
Green Alpha Advisors
Colorado
$190K

Top Sellers

1
AIC
AWM Investment Company
New York
$0
2
OFA
Oak Family Advisors
Illinois
$0
3
LPL Financial
LPL Financial
California
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
CA
Calton & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
1
Integrity Wealth Advisors
California
$2.52M +$2.52M +795,039 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.95M – – –
BlackRock
3
BlackRock
New York
$591K +$279 +88 +0%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$444K -$2.19K -689 -0.5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$305K +$82.2K +25,934 +37%
GAA
6
Green Alpha Advisors
Colorado
$190K +$41.7K +13,162 +28%
Northern Trust
7
Northern Trust
Illinois
$173K +$59.1K +18,628 +52%
VCM
8
Virtue Capital Management
Tennessee
$159K +$127K +40,000 +400%
State Street
9
State Street
Massachusetts
$157K +$13.3K +4,200 +9%
BA
10
Bard Associates
Illinois
$138K -$35.9K -11,315 -21%
XT
11
XTX Topco
Cayman Islands
$133K +$68.3K +21,548 +106%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$112K +$14.8K +4,665 +15%
Lido Advisors
13
Lido Advisors
California
$93K -$12.2K -3,833 -12%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$84.5K – – –
PI
15
PFG Investments
New York
$76.9K – – –
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$63K – – –
AWM
17
AE Wealth Management
Kansas
$52.6K -$1.04K -328 -2%
Morgan Stanley
18
Morgan Stanley
New York
$43.1K +$10.9K +3,454 +34%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$39.2K +$39.2K +12,376 New
Simplex Trading
20
Simplex Trading
Illinois
$39K +$18.6K +5,953 +92%
Bank of America
21
Bank of America
North Carolina
$33.8K -$1.58K -499 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$16.5K +$7.59K +2,394 +85%
JFA
23
JNBA Financial Advisors
Minnesota
$12.7K – – –
RS
24
R Squared
Hong Kong
$11.9K +$11.9K +3,740 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$11K -$4.48K -1,399 -29%
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