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224 hedge funds and large institutions have $460M invested in Stem in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $21.5M

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.15% more ownership

Funds ownership: 3.33%3.48% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

0% less funds holding

Funds holding: 225224 (-1)

22% less capital invested

Capital invested by funds: $593M → $460M (-$133M)

Holders
224
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
71
Reduced
71
Closed
32
Calls
$24.3M
Puts
$21.5M
Net Calls
+$2.81M
Net Calls Change
-$136K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
226
William Blair Investment Management
Illinois
-$9.2M -80,431 Closed
JF
227
Jump Financial
Illinois
-$2.4M -20,943 Closed
SC
228
Sculptor Capital
New York
-$2.28M -20,000 Closed
Squarepoint
229
Squarepoint
New York
-$1.93M -16,858 Closed
GCP
230
GSA Capital Partners
United Kingdom
-$999K -8,733 Closed
NRD
231
Nebula Research & Development
New York
-$623K -5,450 Closed
CM
232
Caption Management
Oklahoma
-$578K -5,050 Closed
PE
233
Point72 Europe
United Kingdom
-$445K -3,888 Closed
IIA
234
IPG Investment Advisors
California
-$400K -3,500 Closed
Verition Fund Management
235
Verition Fund Management
Connecticut
-$288K -2,520 Closed
AA
236
Altrafin AG
-$244K -2,134 Closed
CAN
237
Cetera Advisor Networks
California
-$220K -1,921 Closed
D.E. Shaw & Co
238
D.E. Shaw & Co
New York
-$219K -1,921 Closed
PMEF
239
Point72 Middle East FZE
United Arab Emirates
-$209K -1,830 Closed
QT
240
Quantamental Technologies
New York
-$179K -1,562 Closed
SSA
241
Schonfeld Strategic Advisors
New York
-$176K -1,538 Closed
YIH
242
Y-Intercept (HK)
Hong Kong
-$145K -1,270 Closed
VIA
243
Vident Investment Advisory
Georgia
-$137K -1,193 Closed
BC
244
Bridgefront Capital
Texas
-$131K -1,144 Closed
EGM
245
Engineers Gate Manager
New York
-$123K -1,078 Closed
HPWA
246
Hall Private Wealth Advisors
North Carolina
-$102K -890 Closed
SEC
247
Seven Eight Capital
New York
-$99.9K -873 Closed
SW
248
SteelPeak Wealth
California
-$97.2K -850 Closed
BRWA
249
B. Riley Wealth Advisors
Florida
-$58.9K -515 Closed
ETC
250
Exchange Traded Concepts
Oklahoma
-$53.4K -467 Closed

STEM Hedge Fund Activity: Q3 2023 in Review

224 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q3 2023, worth a combined $460M — down 22% from $593M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new STEM positions and 32 closed out — a net gain of 1 holder — while 71 added to existing stakes and 71 trimmed.

The largest buyer was BNP Paribas Asset Management, adding an estimated $18.7M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $9.2M sold.

  • 224 institutional investors held Stem (STEM) as of Q3 2023, down from 225 in Q2 2023.
  • Funds reported $460M of Stem stock for Q3 2023, down 22% quarter-over-quarter.
  • 33 funds opened new Stem positions in Q3 2023 and 32 closed out, a net change of +1 holder.
  • The largest Stem buyer in Q3 2023 was BNP Paribas Asset Management, an estimated $18.7M added.
  • The largest Stem seller in Q3 2023 was William Blair Investment Management, an estimated $9.2M sold.

Based on aggregated 13F filings for Q3 2023.