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Stem
STEM

Overview Fund Activity

225 hedge funds and large institutions have $665M invested in Stem in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-7
Holders Change %
-3.02%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
44
Increased
88
Reduced
58
Closed
47
Calls
$14M
Puts
$12.7M
Net Calls
+$1.33M
Net Calls Change
-$5.41M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$119M
2
Citadel Advisors
2
Citadel Advisors
Florida
$21.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$45.2M
5
Swedbank
5
Swedbank
Sweden
$4.64M

Top Sellers

1
ECP
1
Electron Capital Partners
New York
$0
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$0
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$0
4
TCA
4
Tortoise Capital Advisors
Kansas
$7.43M
5
GIPM
5
G2 Investment Partners Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EL
126
EMFO LLC
Florida
$165K +$56.7K +500 +52%
BRWA
127
B. Riley Wealth Advisors
Florida
$152K +$24.4K +215 +19%
CHAM
128
Clear Harbor Asset Management
Connecticut
$151K +$1.25K +11 +0.8%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$142K +$16.3K +144 +13%
PFS
130
Prospera Financial Services
Texas
$139K +$1.93K +17 +1%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$137K – – –
Osaic Holdings
132
Osaic Holdings
Arizona
$128K -$10.4K -93 -8%
Parallax Volatility Advisers
133
Parallax Volatility Advisers
California
$121K -$293K -2,583 -71%
AFO
134
Arrowroot Family Office
California
$118K +$118K +1,044 New
Mariner
135
Mariner
Kansas
$117K +$46.4K +408 +66%
AB
136
Amalgamated Bank
New York
$114K -$15.5K -137 -12%
VF
137
Virtu Financial
New York
$113K +$4.32K +38 +4%
IAIM
138
International Assets Investment Management
Florida
$113K +$340 +3 +0.3%
AG
139
Algert Global
California
$110K +$110K +969 New
VIA
140
Vident Investment Advisory
Georgia
$105K +$3.74K +33 +4%
SPC
141
Sigma Planning Corp
Michigan
$104K +$104K +919 New
ASRS
142
Arizona State Retirement System
Arizona
$102K +$2.84K +25 +3%
SW
143
SteelPeak Wealth
California
$96.4K +$96.4K +850 New
ProShare Advisors
144
ProShare Advisors
Maryland
$96.2K -$8.96K -79 -9%
SSA
145
Schonfeld Strategic Advisors
New York
$90.7K -$14.7K -130 -14%
Principal Financial Group
146
Principal Financial Group
Iowa
$90.1K -$6.92K -61 -7%
Victory Capital Management
147
Victory Capital Management
Texas
$88.4K +$3.97K +35 +5%
HPWA
148
Hall Private Wealth Advisors
North Carolina
$86.4K +$1.13K +10 +1%
MIM
149
MTM Investment Management
South Carolina
$85.1K – – –
3F
150
360 Financial
Minnesota
$84.5K -$43.1K -380 -34%
4 5
6
7 8