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Stem
STEM

110 hedge funds and large institutions have $360M invested in Stem in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 38

47% more funds holding

Funds holding: 75 → 110 (+35)

7% more call options, than puts

Call options by funds: $67.5M | Put options by funds: $63M

1.87% less ownership

Funds ownership: 3.66% → 1.79% (-1.9%)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

37% less capital invested

Capital invested by funds: $574M → $360M (-$214M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
110
Holders Change
+35
Holders Change %
+46.67%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
74
Increased
15
Reduced
18
Closed
38
Calls
$67.5M
Puts
$63M
Net Calls
+$4.53M
Net Calls Change
-$5.3M

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$23.9M
2
Alkeon Capital Management
Alkeon Capital Management
New York
+$17.7M
3
Invesco
Invesco
Georgia
+$11.8M
4
PC
PointState Capital
New York
+$10.1M
5
MCM
Moore Capital Management
New York
+$9.83M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$49M
2
VanEck Associates
VanEck Associates
New York
-$35.2M
3
PWAM
Park West Asset Management
California
-$34.8M
4
DCP
Diameter Capital Partners
New York
-$30.4M
5
DP
DSAM Partners
United Kingdom
-$25.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
26
Cutler Group
California
$1.63M +$1.76M +2,746 +845%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.57M +$1.9M +2,961 New
PHK
28
Point72 Hong Kong
Hong Kong
$1.43M +$1.73M +2,688 New
AWE
29
Avidian Wealth Enterprises
Texas
$1.42M +$1.72M +2,671 New
Wells Fargo
30
Wells Fargo
California
$1.35M +$1.61M +2,499 +6,248%
SAM
31
Scopus Asset Management
New York
$1.26M +$1.53M +2,375 New
ACM
32
Arosa Capital Management
Florida
$1.06M -$4.5M -7,000 -78%
WAM
33
Wolverine Asset Management
Illinois
$1.06M -$1.12M -1,750 -47%
Wolverine Trading
34
Wolverine Trading
Illinois
$838K +$975K +1,518 New
IMC Chicago
35
IMC Chicago
Illinois
$687K +$830K +1,292 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$667K +$805K +1,254 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$644K +$779K +1,213 New
CCM
38
Campbell Capital Management
Florida
$625K +$755K +1,175 New
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$603K +$728K +1,134 New
Millennium Management
40
Millennium Management
New York
$570K -$22.9M -35,695 -97%
SPC
41
Sigma Planning Corp
Michigan
$565K +$682K +1,062 New
HF
42
HRT Financial
New York
$547K -$3.7M -5,761 -85%
PCM
43
Penserra Capital Management
California
$544K +$355K +553 +117%
HIIFS
44
Harel Insurance Investments & Financial Services
Israel
$533K +$32.1K +50 +20%
HT
45
HAP Trading
New York
$496K +$600K +934 New
CC
46
Carlson Capital
Texas
$482K -$6.99M -10,885 -92%
KCM
47
Kennedy Capital Management
Missouri
$450K +$117K +182 +27%
GCP
48
GSA Capital Partners
United Kingdom
$440K +$531K +827 New
SC
49
Saltoro Capital
Texas
$439K +$531K +827 New
BFM
50
Boothbay Fund Management
New York
$414K – – –
1
2
3 4 5

STEM Hedge Fund Activity: Q1 2021 in Review

110 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q1 2021, worth a combined $360M — down 37% from $574M a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new STEM positions and 38 closed out — a net gain of 36 holders — while 15 added to existing stakes and 18 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $23.9M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $49M sold.

  • 110 institutional investors held Stem (STEM) as of Q1 2021, up from 75 in Q4 2020.
  • Funds reported $360M of Stem stock for Q1 2021, down 37% quarter-over-quarter.
  • 74 funds opened new Stem positions in Q1 2021 and 38 closed out, a net change of +36 holders.
  • The largest Stem buyer in Q1 2021 was Susquehanna International Group, an estimated $23.9M added.
  • The largest Stem seller in Q1 2021 was Adage Capital Partners, an estimated $49M sold.

Based on aggregated 13F filings for Q1 2021.