Stem
STEM
STEM
222 hedge funds and large institutions have $387M invested in Stem in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 36 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
16% less capital invested
Capital invested by funds: $460M → $387M (-$73.5M)
23% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 82
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
222
Holding in Top 10
1
Calls
$14.8M
Puts
$13M
Top Buyers
| 1 | +$12.8M | |
| 2 | +$3.95M | |
| 3 | +$3.41M | |
| 4 |
BlackRock
New York
|
+$3.38M |
| 5 |
RPA
Rock Point Advisors
Burlington,
Vermont
|
+$2.79M |
Top Sellers
| 1 | -$21.1M | |
| 2 | -$10.2M | |
| 3 | -$8.71M | |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$8.55M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$8.36M |