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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
Fisher Asset Management
101
Fisher Asset Management
Washington
$19.1K +$25.3K +862 New
RJFSA
102
Raymond James Financial Services Advisors
Florida
$19K -$9.82K -335 -28%
CCP
103
Clarity Capital Partners
California
$18.8K -$26.8K -915 -52%
Osaic Holdings
104
Osaic Holdings
Arizona
$18.7K -$11.1K -379 -31%
PFS
105
Prospera Financial Services
Texas
$16.8K -$4.98K -170 -18%
PWM
106
Perigon Wealth Management
California
$16.7K -$108K -3,702 -83%
MIM
107
MTM Investment Management
South Carolina
$16.6K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$16.6K -$6.07K -207 -22%
Principal Financial Group
109
Principal Financial Group
Iowa
$16.5K -$2.31K -79 -10%
G
110
Gainplan
Michigan
$16.4K +$21.6K +738 New
Cerity Partners
111
Cerity Partners
New York
$16.3K +$21.6K +736 New
AIP
112
Ameritas Investment Partners
Nebraska
$15.7K
Two Sigma Advisers
113
Two Sigma Advisers
New York
$15.4K +$20.4K +695 New
LPL Financial
114
LPL Financial
California
$15.3K -$18.7K -638 -48%
3F
115
360 Financial
Minnesota
$14.6K
LCM
116
Lazari Capital Management
California
$14.5K -$879 -30 -4%
EI
117
Ethic Inc
New York
$13.7K +$18.1K +619 New
Legal & General Group
118
Legal & General Group
United Kingdom
$13.7K -$150K -5,116 -89%
DCM
119
Deuterium Capital Management
Florida
$13.3K
PEP
120
Pickering Energy Partners
Texas
$13.2K +$8.79K +300 +102%
IWM
121
IHT Wealth Management
Illinois
$12.4K -$645 -22 -4%
WANY
122
Wealthspire Advisors (New York)
New York
$12.3K +$733 +25 +5%
California State Teachers Retirement System (CalSTRS)
123
California State Teachers Retirement System (CalSTRS)
California
$12.2K -$200K -6,822 -93%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$12K
Mariner
125
Mariner
Kansas
$11.8K -$29 -1 -0.2%

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.