Stem
STEM
182 hedge funds and large institutions have $88.6M invested in Stem in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 55 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 48
0.6% less ownership
Funds ownership: 3.06% → 2.46% (-0.6%)
13% less funds holding
Funds holding: 210 → 182 (-28)
27% less call options, than puts
Call options by funds: $1.19M | Put options by funds: $1.63M
45% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 55
58% less capital invested
Capital invested by funds: $212M → $88.6M (-$124M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SIR Capital Management
New York
|
+$1.77M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$1.71M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$1.46M |
| 4 |
State Street
Boston,
Massachusetts
|
+$1.34M |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alkeon Capital Management
New York
|
-$15.7M |
| 2 |
BNP Paribas Asset Management
Paris,
France
|
-$7.87M |
| 3 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
-$6.71M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.12M |
| 5 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
-$4.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
226
Farther Finance Advisors
San Francisco,
California
| – | -$762 | -26 | Closed |
|
|
HGERS
227
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$657 | -15 | Closed |
|
|
SA
228
Scarborough Advisors
Annapolis,
Maryland
| – | -$657 | -15 | Closed |
|
|
VF
229
VitalStone Financial
Shavano Park,
Texas
| – | -$1K | -13 | Closed |
|
|
TAM
230
Tucker Asset Management
Littleton,
Colorado
| – | -$530 | -12 | Closed |
|
231
Allspring Global Investments
Charlotte,
North Carolina
| – | -$411 | -9 | Closed |
|
|
AF
232
Advisornet Financial
Minnetonka,
Minnesota
| – | -$329 | -8 | Closed |
|
|
QCG
233
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$322 | -7 | Closed |
|
|
PS
234
Principal Securities
Des Moines,
Iowa
| – | -$219 | -5 | Closed |
|
|
EC
235
Elequin Capital
New York
| – | -$142 | -3 | Closed |
|
|
AWM
236
Avior Wealth Management
Omaha,
Nebraska
| – | -$70 | -2 | Closed |
|
|
FFWM
237
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$11 | – | – |
|
|
C
238
Covestor
London,
United Kingdom
| – | +$29 | +1 | +100% |
|
STEM Hedge Fund Activity: Q2 2024 in Review
182 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q2 2024, worth a combined $88.6M — down 58% from $212M a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of STEM and 30 opened new positions — a net loss of 25 holders — while 48 trimmed existing stakes and 56 added.
The largest buyer was SIR Capital Management, adding an estimated $1.77M. The largest seller was Alkeon Capital Management, exiting entirely with an estimated $15.7M sold.
- 182 institutional investors held Stem (STEM) as of Q2 2024, down from 210 in Q1 2024.
- Funds reported $88.6M of Stem stock for Q2 2024, down 58% quarter-over-quarter.
- 30 funds opened new Stem positions in Q2 2024 and 55 closed out, a net change of -25 holders.
- The largest Stem buyer in Q2 2024 was SIR Capital Management, an estimated $1.77M added.
- The largest Stem seller in Q2 2024 was Alkeon Capital Management, an estimated $15.7M sold.
Based on aggregated 13F filings for Q2 2024.