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227 hedge funds and large institutions have $668M invested in Stem in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 59 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 59

11% more call options, than puts

Call options by funds: $14M | Put options by funds: $12.7M

0.22% more ownership

Funds ownership: 2.97%3.18% (+0.22%)

6% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 47

3% less funds holding

Funds holding: 234227 (-7)

19% less capital invested

Capital invested by funds: $819M → $668M (-$152M)

Holders
227
Holders Change
-7
Holders Change %
-2.99%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
89
Reduced
59
Closed
47
Calls
$14M
Puts
$12.7M
Net Calls
+$1.33M
Net Calls Change
-$5.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
251
Shay Capital
New York
-$112K -625 Closed
SCS
252
Syquant Capital SAS
France
-$107K -600 Closed
LA
253
LVW Advisors
New York
-$96.2K -538 Closed
TMAM
254
Tokio Marine Asset Management
Japan
-$93.9K -525 Closed
CL
255
CSS LLC
Illinois
-$52.9K -296 Closed
USCWA
256
U.S. Capital Wealth Advisors
Texas
-$34.9K -195 Closed
SCP
257
SailingStone Capital Partners
Texas
-$33.7K -171 Closed
CG
258
Cutler Group
California
-$20.8K -123 -96%
BWAM
259
Boyd Watterson Asset Management
Ohio
-$17K -95 Closed
MCC
260
Money Concepts Capital
Florida
-$16.8K -94 Closed
WAM
261
Wolverine Asset Management
Illinois
-$9.32K -55 Closed
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
-$4.25K -24 Closed
LOIM
263
Liberty One Investment Management
Illinois
-$3.83K -21 Closed
CAS
264
Coppell Advisory Solutions
Texas
-$3.58K -20 Closed
CASC
265
Coppell Advisory Solutions Corp
Texas
-$3.58K -20 Closed
RFS
266
Retirement Financial Solutions
Tennessee
-$2.23K -13 Closed
RFG
267
RFP Financial Group
Georgia
-$1.95K -11 Closed
AWM
268
Accel Wealth Management
Iowa
-$1.79K -10 Closed
EI
269
Ellevest Inc
New York
-$1.4K -8 Closed
LC
270
Lindbrook Capital
California
-$1.4K -8 Closed
TFA
271
Toth Financial Advisory
Virginia
-$894 -5 Closed
TWD
272
True Wealth Design
Ohio
-$447 -3 Closed
AWM
273
Accurate Wealth Management
Florida
-$439 -2 Closed

STEM Hedge Fund Activity: Q1 2023 in Review

227 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q1 2023, worth a combined $668M — down 19% from $819M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of STEM and 44 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 89 added.

The largest buyer was Citadel Advisors, adding an estimated $29.1M. The largest seller was Electron Capital Partners, exiting entirely with an estimated $43.3M sold.

  • 227 institutional investors held Stem (STEM) as of Q1 2023, down from 234 in Q4 2022.
  • Funds reported $668M of Stem stock for Q1 2023, down 19% quarter-over-quarter.
  • 44 funds opened new Stem positions in Q1 2023 and 47 closed out, a net change of -3 holders.
  • The largest Stem buyer in Q1 2023 was Citadel Advisors, an estimated $29.1M added.
  • The largest Stem seller in Q1 2023 was Electron Capital Partners, an estimated $43.3M sold.

Based on aggregated 13F filings for Q1 2023.