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149 hedge funds and large institutions have $19.9M invested in Stem in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $400K | Put options by funds: $329K

0.71% less ownership

Funds ownership: 2.46%1.75% (-0.71%)

18% less funds holding

Funds holding: 182149 (-33)

24% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 49

55% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 55

78% less capital invested

Capital invested by funds: $88.6M → $19.9M (-$68.7M)

Holders
149
Holders Change
-33
Holders Change %
-18.13%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
37
Reduced
49
Closed
55
Calls
$400K
Puts
$329K
Net Calls
+$71K
Net Calls Change
+$518K
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
101
Deuterium Capital Management
Florida
$4.18K
Ameriprise
102
Ameriprise
Minnesota
$4.13K +$9.33K +593 New
IWM
103
IHT Wealth Management
Illinois
$3.9K
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$3.83K
Principal Financial Group
105
Principal Financial Group
Iowa
$3.69K -$3.37K -214 -29%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$3.66K
CCP
107
Clarity Capital Partners
California
$3.53K -$5.38K -342 -40%
SC
108
Scotia Capital
Ontario, Canada
$3.51K +$7.95K +505 New
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.45K +$409 +26 +6%
CCM
110
Chickasaw Capital Management
Tennessee
$3K
AB
111
Amalgamated Bank
New York
$2K
NA
112
NewEdge Advisors
Louisiana
$1.52K -$929 -59 -21%
AF
113
Allworth Financial
California
$1.16K
CA
114
Clearstead Advisors
Ohio
$1.01K
CFG
115
CKW Financial Group
Hawaii
$1K -$3.54K -225 -54%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1K -$346 -22 -10%
Comerica Bank
117
Comerica Bank
Texas
$744
WWP
118
WR Wealth Planners
Missouri
$627
Optiver Holding
119
Optiver Holding
Netherlands
$608 +$1.37K +87 New
US Bancorp
120
US Bancorp
Minnesota
$530
IA
121
IFP Advisors
Florida
$383
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$320 +$724 +46 New
SIS
123
Strategic Investment Solutions
Illinois
$261
WSFS
124
Wilmington Savings Fund Society
Delaware
$244 +$551 +35 New
PPA
125
Painted Porch Advisors
California
$225

STEM Hedge Fund Activity: Q3 2024 in Review

149 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q3 2024, worth a combined $19.9M — down 78% from $88.6M a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of STEM and 25 opened new positions — a net loss of 30 holders — while 49 trimmed existing stakes and 37 added.

The largest buyer was ExodusPoint Capital Management, opening a new position worth an estimated $2.05M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $14.9M sold.

  • 149 institutional investors held Stem (STEM) as of Q3 2024, down from 182 in Q2 2024.
  • Funds reported $19.9M of Stem stock for Q3 2024, down 78% quarter-over-quarter.
  • 25 funds opened new Stem positions in Q3 2024 and 55 closed out, a net change of -30 holders.
  • The largest Stem buyer in Q3 2024 was ExodusPoint Capital Management, an estimated $2.05M added.
  • The largest Stem seller in Q3 2024 was Schroder Investment Management Group, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2024.