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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
BAM
251
Byrne Asset Management
New Jersey
-$20K -175 Closed
BC
252
BIT Capital
Germany
-$10.4K -91 Closed
QT
253
Quantbot Technologies
New York
-$6.24K -55 Closed
GGHC
254
Gilder Gagnon Howe & Co
New York
-$1.86K -16 Closed
EC
255
Elequin Capital
New York
-$892 -8 Closed
IGWM
256
ICA Group Wealth Management
Colorado
-$572 -5 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.