Stem
STEM
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.
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: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 71
0% less funds holding
Funds holding: 225 → 224 (-1)
22% less capital invested
Capital invested by funds: $593M → $460M (-$133M)
Top Buyers
| 1 |
BNP Paribas Asset Management
Paris,
France
|
+$18.7M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$12M |
| 3 |
ECP
Electron Capital Partners
New York
|
+$10.9M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$6.14M |
| 5 |
Alkeon Capital Management
New York
|
+$5.71M |
Top Sellers
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$9.2M |
| 2 |
Two Sigma Investments
New York
|
-$4.08M |
| 3 |
EAM
Erste Asset Management
Vienna,
Austria
|
-$3.49M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$3.39M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$3.36M |
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.