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Stem
STEM

141 hedge funds and large institutions have $30.9M invested in Stem in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $19.9M → $30.9M (+$11.1M)

24% more call options, than puts

Call options by funds: $830K | Put options by funds: $670K

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

0.17% less ownership

Funds ownership: 1.75% → 1.57% (-0.17%)

5% less funds holding

Funds holding: 149 → 141 (-8)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
37
Reduced
36
Closed
31
Calls
$830K
Puts
$670K
Net Calls
+$160K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$415K
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$343K
4
Group One Trading
Group One Trading
Illinois
+$233K
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$145K

Top Sellers

1
ECM
ExodusPoint Capital Management
New York
-$909K
2
UBS AM
UBS AM
Illinois
-$837K
3
State Street
State Street
Massachusetts
-$767K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$706K
5
IEFM
IQ EQ Fund Management
Ireland
-$298K
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
101
Principal Financial Group
Iowa
$6.39K – – –
CCP
102
Clarity Capital Partners
California
$6.03K -$52 -6 -1%
CCM
103
Chickasaw Capital Management
Tennessee
$6K – – –
SCM
104
Sterling Capital Management
North Carolina
$3.11K +$2.02K +234 +975%
AB
105
Amalgamated Bank
New York
$3K – – –
CFG
106
CKW Financial Group
Hawaii
$2K – – –
CA
107
Clearstead Advisors
Ohio
$1.81K +$34 +4 +3%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.45K -$3.23K -375 -76%
SS
109
SBI Securities
Japan
$1.43K +$1.02K +119 New
CA
110
CoreCap Advisors
Michigan
$1.39K +$775 +90 +360%
Comerica Bank
111
Comerica Bank
Texas
$1.29K – – –
Optiver Holding
112
Optiver Holding
Netherlands
$1.05K – – –
WWP
113
WR Wealth Planners
Missouri
$965 -$86 -10 -11%
US Bancorp
114
US Bancorp
Minnesota
$918 – – –
Citadel Advisors
115
Citadel Advisors
Florida
$886 -$10.4K -1,205 -94%
AF
116
Allworth Financial
California
$664 -$999 -116 -69%
IA
117
IFP Advisors
Florida
$663 – – –
EWA
118
EverSource Wealth Advisors
Alabama
$537 +$387 +45 New
MRP
119
Measured Risk Portfolios
California
$464 +$336 +39 New
SIS
120
Strategic Investment Solutions
Illinois
$453 – – –
MCM
121
MAI Capital Management
Ohio
$453 +$327 +38 New
WSFS
122
Wilmington Savings Fund Society
Delaware
$422 – – –
HPC
123
HM Payson & Co
Maine
$302 – – –
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$302 – – –
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$302 +$9 +1 +4%
3 4
5
6 7

STEM Hedge Fund Activity: Q4 2024 in Review

141 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q4 2024, worth a combined $30.9M — up 56% from $19.9M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of STEM and 26 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 37 added.

The largest buyer was UBS Group, adding an estimated $1.81M. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $909K sold.

  • 141 institutional investors held Stem (STEM) as of Q4 2024, down from 149 in Q3 2024.
  • Funds reported $30.9M of Stem stock for Q4 2024, up 56% quarter-over-quarter.
  • 26 funds opened new Stem positions in Q4 2024 and 31 closed out, a net change of -5 holders.
  • The largest Stem buyer in Q4 2024 was UBS Group, an estimated $1.81M added.
  • The largest Stem seller in Q4 2024 was ExodusPoint Capital Management, an estimated $909K sold.

Based on aggregated 13F filings for Q4 2024.