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Stem
STEM

225 hedge funds and large institutions have $593M invested in Stem in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 59 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 59

14% more call options, than puts

Call options by funds: $24M | Put options by funds: $21M

0.15% more ownership

Funds ownership: 3.18% → 3.33% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 42

1% less funds holding

Funds holding: 227 → 225 (-2)

11% less capital invested

Capital invested by funds: $668M → $593M (-$74.7M)

Holders
225
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
3.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
42
Increased
88
Reduced
59
Closed
42
Calls
$24M
Puts
$21M
Net Calls
+$2.95M
Net Calls Change
+$1.62M

Top Buyers

1
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$15.2M
2
ECP
Electron Capital Partners
New York
+$15.2M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$13.2M
4
BlackRock
BlackRock
New York
+$6.27M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$5.79M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$17.5M
2
ECA
Encompass Capital Advisors
New York
-$12.5M
3
TCA
Tortoise Capital Advisors
Kansas
-$7.43M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$6M
5
Millennium Management
Millennium Management
New York
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
YCM
51
Yaupon Capital Management
New York
$2.49M +$1.22M +12,296 +130%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$2.46M -$498K -5,018 -19%
JF
53
Jump Financial
Illinois
$2.4M +$169K +1,704 +9%
DRP
54
Decade Renewable Partners
Texas
$2.38M -$2.44M -24,606 -54%
EOJOAM
55
E. Ohman J:or Asset Management
Sweden
$2.29M -$572K -5,760 -22%
SC
56
Sculptor Capital
New York
$2.29M +$1.99M +20,000 New
Bank of America
57
Bank of America
North Carolina
$2.22M -$1.39M -13,954 -42%
Swedbank
58
Swedbank
Sweden
$2.21M -$2.15M -21,635 -53%
Squarepoint
59
Squarepoint
New York
$1.93M -$1.26M -12,645 -43%
Swiss National Bank
60
Swiss National Bank
Switzerland
$1.83M +$925K +9,315 +140%
Citadel Advisors
61
Citadel Advisors
Florida
$1.55M -$17.5M -175,825 -93%
Millennium Management
62
Millennium Management
New York
$1.53M -$5.41M -54,470 -80%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$1.42M +$200K +2,013 +19%
TA
64
Tiedemann Advisors
New York
$1.25M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
65
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.24M -$1.13M -11,352 -51%
Mirae Asset Global Investments
66
Mirae Asset Global Investments
South Korea
$1.19M -$69K -695 -6%
JP Morgan Chase
67
JP Morgan Chase
New York
$1.16M +$35K +353 +4%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$1.01M +$341K +3,435 +64%
GCP
69
GSA Capital Partners
United Kingdom
$999K +$516K +5,196 +147%
CSS
70
Cubist Systematic Strategies
Connecticut
$954K +$560K +5,638 +208%
Point72 Asset Management
71
Point72 Asset Management
Connecticut
$930K -$1.07M -10,827 -57%
SI
72
Symmetry Investments
Jersey
$915K +$243K +2,450 +44%
IWS
73
Insight Wealth Strategies
California
$899K +$21K +212 +3%
AllianceBernstein
74
AllianceBernstein
Tennessee
$859K -$80.9K -815 -10%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$749K +$993 +10 +0.2%
1 2
3
4 5

STEM Hedge Fund Activity: Q2 2023 in Review

225 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q2 2023, worth a combined $593M — down 11% from $668M a quarter earlier.

Fund positioning in STEM was balanced in Q2 2023: 42 funds opened new positions, 42 closed out, 88 added to existing stakes and 59 trimmed.

The largest buyer was BNP Paribas Asset Management, opening a new position worth an estimated $15.2M. The largest seller was Citadel Advisors, cutting an estimated $17.5M.

  • 225 institutional investors held Stem (STEM) as of Q2 2023, down from 227 in Q1 2023.
  • Funds reported $593M of Stem stock for Q2 2023, down 11% quarter-over-quarter.
  • 42 funds opened new Stem positions in Q2 2023 and 42 closed out, a net change of 0 holders.
  • The largest Stem buyer in Q2 2023 was BNP Paribas Asset Management, an estimated $15.2M added.
  • The largest Stem seller in Q2 2023 was Citadel Advisors, an estimated $17.5M sold.

Based on aggregated 13F filings for Q2 2023.