We are live on ! Find out more

182 hedge funds and large institutions have $88.6M invested in Stem in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

0.6% less ownership

Funds ownership: 3.06%2.46% (-0.6%)

13% less funds holding

Funds holding: 210182 (-28)

27% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.63M

45% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 55

58% less capital invested

Capital invested by funds: $212M → $88.6M (-$124M)

Holders
182
Holders Change
-28
Holders Change %
-13.33%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
56
Reduced
48
Closed
55
Calls
$1.19M
Puts
$1.63M
Net Calls
-$447K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
BHCM
76
Brevan Howard Capital Management
Jersey
$52.1K +$68.8K +2,349 New
IWC
77
Integrated Wealth Concepts
Massachusetts
$51.6K -$8.06K -275 -11%
Creative Planning
78
Creative Planning
Kansas
$49.5K -$9.73K -332 -13%
SEI Investments
79
SEI Investments
Pennsylvania
$48.4K +$7.91K +270 +14%
DTL
80
Dynamic Technology Lab
Singapore
$47K +$62.6K +2,136 New
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$45.1K +$24.2K +827 +69%
IAIM
82
International Assets Investment Management
Florida
$45K +$4.98K +170 +9%
SPC
83
Sigma Planning Corp
Michigan
$40K +$22K +752 +72%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$37.8K +$49.2K +1,680 +8,000%
SG Americas Securities
85
SG Americas Securities
New York
$37K +$21K +715 +74%
HWM
86
HB Wealth Management
Georgia
$35.2K -$176 -6 -0.4%
EL
87
EMFO LLC
Florida
$32.3K
VA
88
Vident Advisory
Georgia
$31.7K
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$31.6K +$40.1K +1,368 +2,400%
Neuberger Berman Group
90
Neuberger Berman Group
New York
$30.5K +$24.2K +826 +151%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$29.9K +$6.51K +222 +18%
AWM
92
Aries Wealth Management
Maine
$28.9K +$1.47K +50 +4%
KPWS
93
Kestra Private Wealth Services
Texas
$28.3K -$586 -20 -2%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$27K -$3.9K -133 -10%
VPIM
95
Vanguard Personalized Indexing Management
California
$26.7K +$39.1K +1,333 New
TRCT
96
Tower Research Capital (TRC)
New York
$24.3K +$13.7K +466 +74%
SC
97
Savant Capital
Illinois
$22.6K +$29.8K +1,017 New
Victory Capital Management
98
Victory Capital Management
Texas
$21.6K +$234 +8 +0.8%
ProShare Advisors
99
ProShare Advisors
Maryland
$21.2K -$9.55K -326 -25%
Aberdeen Group
100
Aberdeen Group
United Kingdom
$19.2K

STEM Hedge Fund Activity: Q2 2024 in Review

182 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q2 2024, worth a combined $88.6M — down 58% from $212M a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of STEM and 30 opened new positions — a net loss of 25 holders — while 48 trimmed existing stakes and 56 added.

The largest buyer was SIR Capital Management, adding an estimated $1.77M. The largest seller was Alkeon Capital Management, exiting entirely with an estimated $15.7M sold.

  • 182 institutional investors held Stem (STEM) as of Q2 2024, down from 210 in Q1 2024.
  • Funds reported $88.6M of Stem stock for Q2 2024, down 58% quarter-over-quarter.
  • 30 funds opened new Stem positions in Q2 2024 and 55 closed out, a net change of -25 holders.
  • The largest Stem buyer in Q2 2024 was SIR Capital Management, an estimated $1.77M added.
  • The largest Stem seller in Q2 2024 was Alkeon Capital Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2024.