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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.

New
Increased
Maintained
Reduced
Closed

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: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

0% less funds holding

Funds holding: 225224 (-1)

22% less capital invested

Capital invested by funds: $593M → $460M (-$133M)

Holders
224
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
71
Reduced
71
Closed
32
Calls
$24.3M
Puts
$21.5M
Net Calls
+$2.81M
Net Calls Change
-$136K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$213K -$4.11K -36 -1%
FLPIM
102
F.L. Putnam Investment Management
Massachusetts
$200K -$37K -324 -12%
PCM
103
Prelude Capital Management
New York
$195K +$65.4K +573 +33%
KBC Group
104
KBC Group
Belgium
$185K +$250K +2,186 New
SIS
105
Strategic Investment Solutions
Illinois
$180K +$177K +1,550 +6,200%
ASRS
106
Arizona State Retirement System
Arizona
$178K +$4.68K +41 +2%
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$172K +$1.26K +11 +0.5%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$172K -$50.5K -442 -18%
LPL Financial
109
LPL Financial
California
$170K -$306K -2,675 -57%
OC
110
Oppenheimer & Co
New York
$168K -$3.31K -29 -1%
Jane Street
111
Jane Street
New York
$163K -$396K -3,468 -64%
SEI Investments
112
SEI Investments
Pennsylvania
$154K -$58.6K -513 -22%
Osaic Holdings
113
Osaic Holdings
Arizona
$150K +$14K +123 +7%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$149K +$28.1K +246 +16%
HWM
115
HB Wealth Management
Georgia
$131K
DekaBank Deutsche Girozentrale
116
DekaBank Deutsche Girozentrale
Germany
$128K -$10.3K -90 -6%
AQR Capital Management
117
AQR Capital Management
Connecticut
$127K +$172K +1,502 New
IWC
118
Integrated Wealth Concepts
Massachusetts
$125K -$114 -1 -0.1%
EL
119
EMFO LLC
Florida
$124K
IAIM
120
International Assets Investment Management
Florida
$121K +$23.6K +207 +16%
Creative Planning
121
Creative Planning
Kansas
$121K +$39.1K +342 +32%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$117K -$1.14K -10 -0.7%
VA
123
Vident Advisory
Georgia
$108K +$146K +1,279 New
JWCA
124
J.W. Cole Advisors
Florida
$106K -$20.4K -179 -13%
Tudor Investment Corp
125
Tudor Investment Corp
Connecticut
$105K +$141K +1,233 New

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.