STEM icon

Stem
STEM

Overview Fund Activity

225 hedge funds and large institutions have $665M invested in Stem in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-7
Holders Change %
-3.02%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
44
Increased
88
Reduced
58
Closed
47
Calls
$14M
Puts
$12.7M
Net Calls
+$1.33M
Net Calls Change
-$5.41M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$119M
2
Citadel Advisors
2
Citadel Advisors
Florida
$21.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$45.2M
5
Swedbank
5
Swedbank
Sweden
$4.64M

Top Sellers

1
ECP
1
Electron Capital Partners
New York
$0
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$0
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$0
4
TCA
4
Tortoise Capital Advisors
Kansas
$7.43M
5
GIPM
5
G2 Investment Partners Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
251
LVW Advisors
New York
– -$96.2K -538 Closed
TMAM
252
Tokio Marine Asset Management
Japan
– -$93.9K -525 Closed
CL
253
CSS LLC
Illinois
– -$52.9K -296 Closed
USCWA
254
U.S. Capital Wealth Advisors
Texas
– -$34.9K -195 Closed
SCP
255
SailingStone Capital Partners
Texas
– -$33.7K -171 Closed
BWAM
256
Boyd Watterson Asset Management
Ohio
– -$17K -95 Closed
MCC
257
Money Concepts Capital
Florida
– -$16.8K -94 Closed
WAM
258
Wolverine Asset Management
Illinois
– -$9.84K -55 Closed
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
– -$4.25K -24 Closed
LOIM
260
Liberty One Investment Management
Illinois
– -$3.84K -21 Closed
CAS
261
Coppell Advisory Solutions
Texas
– -$3.58K -20 Closed
CASC
262
Coppell Advisory Solutions Corp
Texas
– -$3.58K -20 Closed
RFS
263
Retirement Financial Solutions
Tennessee
– -$2.24K -13 Closed
RFG
264
RFP Financial Group
Georgia
– -$1.95K -11 Closed
AWM
265
Accel Wealth Management
Iowa
– -$1.79K -10 Closed
LC
266
Lindbrook Capital
California
– -$1.4K -8 Closed
EI
267
Ellevest Inc
New York
– -$1.4K -8 Closed
TFA
268
Toth Financial Advisory
Virginia
– -$894 -5 Closed
TWD
269
True Wealth Design
Ohio
– -$447 -3 Closed
AWM
270
Accurate Wealth Management
Florida
– -$439 -2 Closed
7 8 9 10
11