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Stem
STEM

204 hedge funds and large institutions have $1.46B invested in Stem in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 79 increasing their positions, 37 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 37

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

45% more call options, than puts

Call options by funds: $30.5M | Put options by funds: $21M

18% more funds holding

Funds holding: 173 → 204 (+31)

4% more capital invested

Capital invested by funds: $1.41B → $1.46B (+$51.9M)

0.33% more ownership

Funds ownership: 2.35% → 2.67% (+0.33%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
204
Holders Change
+31
Holders Change %
+17.92%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
71
Increased
79
Reduced
37
Closed
36
Calls
$30.5M
Puts
$21M
Net Calls
+$9.52M
Net Calls Change
+$21.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$69.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$41.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$36.2M
4
Morgan Stanley
Morgan Stanley
New York
+$27.1M
5
ECP
Electron Capital Partners
New York
+$27.1M

Top Sellers

1
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$48.6M
2
Temasek Holdings
Temasek Holdings
Singapore
-$40.1M
3
GE
General Electric
Ohio
-$20M
4
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$13.1M
5
Renaissance Technologies
Renaissance Technologies
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
51
Ardsley Advisory Partners
Connecticut
$3.81M +$3.84M +8,850 +722%
NWM
52
Nicola Wealth Management
British Columbia, Canada
$3.7M +$975K +2,250 +30%
SAM
53
Scopus Asset Management
New York
$3.6M -$704K -1,625 -15%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$3.58M +$600K +1,385 +17%
IAIM
55
Industrial Alliance Investment Management
Quebec, Canada
$3.37M +$3.85M +8,879 New
SVI
56
Strategic Vision Investment
Hong Kong
$3.36M -$2.2M -5,065 -36%
Millennium Management
57
Millennium Management
New York
$3.28M +$3.75M +8,644 New
BSP
58
Benefit Street Partners
New York
$3.23M +$1.63M +3,750 +79%
ZDA
59
Zweig-DiMenna Associates
New York
$3.21M +$3.67M +8,475 New
PGCM
60
Prescott Group Capital Management
Oklahoma
$2.92M +$3.34M +7,700 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
61
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.58M +$2.85M +6,586 +3,228%
AllianceBernstein
62
AllianceBernstein
Tennessee
$2.51M +$1.1M +2,528 +62%
1832 Asset Management
63
1832 Asset Management
Ontario, Canada
$2.41M +$1.13M +2,609 +74%
AWE
64
Avidian Wealth Enterprises
Texas
$2.4M +$582K +1,343 +27%
Rafferty Asset Management
65
Rafferty Asset Management
New York
$2.24M +$2.56M +5,901 New
JP Morgan Chase
66
JP Morgan Chase
New York
$2.02M +$1.8M +4,146 +354%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$1.96M +$1.08M +2,494 +93%
Group One Trading
68
Group One Trading
Illinois
$1.91M +$498K +1,150 +30%
CC
69
Carlson Capital
Texas
$1.8M -$372K -859 -15%
Citigroup
70
Citigroup
New York
$1.79M +$1.35M +3,115 +195%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$1.77M +$2.03M +4,674 New
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.7M +$1.38M +3,178 +243%
LPL Financial
73
LPL Financial
California
$1.63M +$282K +651 +18%
Wolverine Trading
74
Wolverine Trading
Illinois
$1.57M +$333K +769 +24%
PP
75
Paloma Partners
Connecticut
$1.53M -$366K -845 -17%
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STEM Hedge Fund Activity: Q4 2021 in Review

204 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q4 2021, worth a combined $1.46B — up 3.7% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new STEM positions and 36 closed out — a net gain of 35 holders — while 79 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $69.7M. The largest seller was Ontario Teachers' Pension Plan Board, cutting an estimated $48.6M.

  • 204 institutional investors held Stem (STEM) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $1.46B of Stem stock for Q4 2021, up 3.7% quarter-over-quarter.
  • 71 funds opened new Stem positions in Q4 2021 and 36 closed out, a net change of +35 holders.
  • The largest Stem buyer in Q4 2021 was BlackRock, an estimated $69.7M added.
  • The largest Stem seller in Q4 2021 was Ontario Teachers' Pension Plan Board, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2021.