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Stem
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Overview Fund Activity

181 hedge funds and large institutions have $87.8M 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
Holders
181
Holders Change
-28
Holders Change %
-13.4%
% 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

Top Buyers

1
SCM
1
SIR Capital Management
New York
$1.75M
2
UBS AM
2
UBS AM
Illinois
$1.51M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$14.9M
4
State Street
4
State Street
Massachusetts
$5.51M
5
GCP
5
GSA Capital Partners
United Kingdom
$1.18M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$0
2
BNP Paribas Asset Management
2
BNP Paribas Asset Management
France
$0
3
HHAM
3
HITE Hedge Asset Management
Massachusetts
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
CP
5
CenterBook Partners
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$51.6K -$6.11K -275 -11%
Creative Planning
77
Creative Planning
Kansas
$49.5K -$7.37K -332 -13%
SEI Investments
78
SEI Investments
Pennsylvania
$48.4K +$5.99K +270 +14%
DTL
79
Dynamic Technology Lab
Singapore
$47K +$47K +2,136 New
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$45.1K +$18.4K +827 +69%
IAIM
81
International Assets Investment Management
Florida
$45K +$3.77K +170 +9%
SPC
82
Sigma Planning Corp
Michigan
$40K +$16.7K +752 +72%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$37.8K +$37.3K +1,680 +8,000%
SG Americas Securities
84
SG Americas Securities
New York
$37K +$15.7K +715 +74%
HWM
85
HB Wealth Management
Georgia
$35.2K -$133 -6 -0.4%
EL
86
EMFO LLC
Florida
$32.3K – – –
VA
87
Vident Advisory
Georgia
$31.7K – – –
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$31.6K +$30.4K +1,368 +2,400%
Neuberger Berman Group
89
Neuberger Berman Group
New York
$30.5K +$18.3K +826 +151%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$29.9K +$4.6K +222 +18%
AWM
91
Aries Wealth Management
Maine
$28.9K +$1.11K +50 +4%
KPWS
92
Kestra Private Wealth Services
Texas
$28.3K -$444 -20 -2%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$27K -$2.97K -133 -10%
VPIM
94
Vanguard Personalized Indexing Management
California
$26.7K +$26.7K +1,333 New
TRCT
95
Tower Research Capital (TRC)
New York
$24.3K +$10.3K +466 +74%
SC
96
Savant Capital
Illinois
$22.6K +$22.6K +1,017 New
Victory Capital Management
97
Victory Capital Management
Texas
$21.6K +$178 +8 +0.8%
ProShare Advisors
98
ProShare Advisors
Maryland
$21.2K -$7.24K -326 -25%
Aberdeen Group
99
Aberdeen Group
United Kingdom
$19.2K – – –
Fisher Asset Management
100
Fisher Asset Management
Washington
$19.1K +$19.1K +862 New
2 3
4
5 6