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Beam Global

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

New
Increased
Maintained
Reduced
Closed

483% more call options, than puts

Call options by funds: $443K | Put options by funds: $76K

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

1.34% less ownership

Funds ownership: 17.32%15.97% (-1.3%)

6% less funds holding

Funds holding: 5047 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

40% less capital invested

Capital invested by funds: $12.5M → $7.48M (-$4.98M)

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
10
Closed
13
Calls
$443K
Puts
$76K
Net Calls
+$367K
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1
Integrity Wealth Advisors
California
$2.52M +$3.27M +795,039 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.95M
BlackRock
3
BlackRock
New York
$591K +$361 +88 +0%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$444K -$2.83K -689 -0.5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$305K +$107K +25,934 +37%
GAA
6
Green Alpha Advisors
Colorado
$190K +$54.1K +13,162 +28%
Northern Trust
7
Northern Trust
Illinois
$173K +$76.5K +18,628 +52%
VCM
8
Virtue Capital Management
Tennessee
$159K +$164K +40,000 +400%
State Street
9
State Street
Massachusetts
$157K +$17.3K +4,200 +9%
BA
10
Bard Associates
Illinois
$138K -$46.5K -11,315 -21%
XT
11
XTX Topco
Cayman Islands
$133K +$88.5K +21,548 +106%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$112K +$19.2K +4,665 +15%
Lido Advisors
13
Lido Advisors
California
$93K -$15.7K -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 -$1.35K -328 -2%
Morgan Stanley
18
Morgan Stanley
New York
$43.1K +$14.2K +3,454 +34%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$39.2K +$50.8K +12,376 New
Simplex Trading
20
Simplex Trading
Illinois
$39K +$24.5K +5,953 +92%
Bank of America
21
Bank of America
North Carolina
$33.8K -$2.05K -499 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$16.5K +$9.83K +2,394 +85%
JFA
23
JNBA Financial Advisors
Minnesota
$12.7K
RS
24
R Squared
Hong Kong
$11.9K +$15.4K +3,740 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$11K -$5.75K -1,399 -29%

BEEM Hedge Fund Activity: Q4 2024 in Review

47 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q4 2024, worth a combined $7.48M — down 40% from $12.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BEEM and 10 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was Virtue Capital Management, adding an estimated $164K. The largest seller was AWM Investment Company, exiting entirely with an estimated $4.47M sold.

  • 47 institutional investors held Beam Global (BEEM) as of Q4 2024, down from 50 in Q3 2024.
  • Funds reported $7.48M of Beam Global stock for Q4 2024, down 40% quarter-over-quarter.
  • 10 funds opened new Beam Global positions in Q4 2024 and 13 closed out, a net change of -3 holders.
  • The largest Beam Global buyer in Q4 2024 was Virtue Capital Management, an estimated $164K added.
  • The largest Beam Global seller in Q4 2024 was AWM Investment Company, an estimated $4.47M sold.

Based on aggregated 13F filings for Q4 2024.