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Stem
STEM

204 hedge funds and large institutions have $1.46B invested in Stem in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 79 increasing their positions, 37 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 37

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

45% more call options, than puts

Call options by funds: $30.5M | Put options by funds: $21M

18% more funds holding

Funds holding: 173 → 204 (+31)

4% more capital invested

Capital invested by funds: $1.41B → $1.46B (+$51.9M)

0.33% more ownership

Funds ownership: 2.35% → 2.67% (+0.33%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
204
Holders Change
+31
Holders Change %
+17.92%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
71
Increased
79
Reduced
37
Closed
36
Calls
$30.5M
Puts
$21M
Net Calls
+$9.52M
Net Calls Change
+$21.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$69.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$41.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$36.2M
4
Morgan Stanley
Morgan Stanley
New York
+$27.1M
5
ECP
Electron Capital Partners
New York
+$27.1M

Top Sellers

1
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$48.6M
2
Temasek Holdings
Temasek Holdings
Singapore
-$40.1M
3
GE
General Electric
Ohio
-$20M
4
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$13.1M
5
Renaissance Technologies
Renaissance Technologies
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
126
L & S Advisors
California
$285K +$325K +750 New
SPC
127
Sigma Planning Corp
Michigan
$277K -$191K -441 -38%
Ameriprise
128
Ameriprise
Minnesota
$272K +$310K +716 New
BRWA
129
B. Riley Wealth Advisors
Florida
$268K -$56.3K -130 -16%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$252K +$95.8K +221 +50%
Cohen & Steers
131
Cohen & Steers
New York
$247K +$282K +650 New
Mariner
132
Mariner
Kansas
$243K +$278K +641 New
GIA
133
Gladstone Institutional Advisory
Florida
$241K -$8.67K -20 -3%
Two Sigma Advisers
134
Two Sigma Advisers
New York
$239K +$273K +630 New
HIIFS
135
Harel Insurance Investments & Financial Services
Israel
$232K -$173K -400 -40%
DCM
136
Deuterium Capital Management
Florida
$228K +$260K +600 New
RJA
137
Raymond James & Associates
Florida
$216K -$176K -405 -42%
JWCA
138
J.W. Cole Advisors
Florida
$214K +$245K +565 New
HPWA
139
Hall Private Wealth Advisors
North Carolina
$211K +$241K +556 New
LCS
140
Levin Capital Strategies
New York
$209K +$238K +550 New
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$208K +$238K +548 New
XT
142
XTX Topco
Cayman Islands
$191K +$218K +504 New
N
143
Natixis
France
$190K +$217K +500 New
AIP
144
Ameritas Investment Partners
Nebraska
$167K +$111K +255 +137%
CFG
145
CKW Financial Group
Hawaii
$160K +$182K +419 New
EAM
146
Exos Asset Management
New York
$156K -$36.8K -85 -17%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$140K +$160K +369 New
PCM
148
Penserra Capital Management
California
$133K -$77.6K -179 -34%
TRCT
149
Tower Research Capital (TRC)
New York
$129K -$18.2K -42 -11%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$117K +$29K +67 +28%
4 5
6
7 8

STEM Hedge Fund Activity: Q4 2021 in Review

204 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q4 2021, worth a combined $1.46B — up 3.7% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new STEM positions and 36 closed out — a net gain of 35 holders — while 79 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $69.7M. The largest seller was Ontario Teachers' Pension Plan Board, cutting an estimated $48.6M.

  • 204 institutional investors held Stem (STEM) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $1.46B of Stem stock for Q4 2021, up 3.7% quarter-over-quarter.
  • 71 funds opened new Stem positions in Q4 2021 and 36 closed out, a net change of +35 holders.
  • The largest Stem buyer in Q4 2021 was BlackRock, an estimated $69.7M added.
  • The largest Stem seller in Q4 2021 was Ontario Teachers' Pension Plan Board, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2021.