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Stem
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Overview Fund Activity

223 hedge funds and large institutions have $590M invested in Stem in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
42
Increased
87
Reduced
58
Closed
42
Calls
$24M
Puts
$21M
Net Calls
+$2.95M
Net Calls Change
+$1.62M

Top Buyers

1
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$17.6M
2
ECP
Electron Capital Partners
New York
$17.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$60.8M
4
BlackRock
BlackRock
New York
$60.5M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$16M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.55M
2
ECA
Encompass Capital Advisors
New York
$0
3
TCA
Tortoise Capital Advisors
Kansas
$0
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$429K
5
Millennium Management
Millennium Management
New York
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$159K +$16.4K +143 +11%
IAIM
127
International Assets Investment Management
Florida
$147K +$33.6K +294 +30%
YIH
128
Y-Intercept (HK)
Hong Kong
$145K +$145K +1,270 New
PFS
129
Prospera Financial Services
Texas
$142K +$1.37K +12 +1%
VIA
130
Vident Investment Advisory
Georgia
$137K +$30.4K +266 +29%
BC
131
Bridgefront Capital
Texas
$131K +$59.2K +518 +83%
PAMS
132
Pictet Asset Management (Switzerland)
Switzerland
$125K +$125K +1,091 New
Creative Planning
133
Creative Planning
Kansas
$124K +$124K +1,084 New
EGM
134
Engineers Gate Manager
New York
$123K +$123K +1,078 New
SPC
135
Sigma Planning Corp
Michigan
$123K +$18.2K +159 +17%
RJFSA
136
Raymond James Financial Services Advisors
Florida
$122K -$48K -420 -28%
CHAM
137
Clear Harbor Asset Management
Connecticut
$111K -$41.8K -365 -27%
ProShare Advisors
138
ProShare Advisors
Maryland
$106K +$8.93K +78 +9%
KPWS
139
Kestra Private Wealth Services
Texas
$102K +$26.9K +235 +36%
HPWA
140
Hall Private Wealth Advisors
North Carolina
$102K +$14.6K +128 +17%
SEC
141
Seven Eight Capital
New York
$99.9K -$832K -7,268 -89%
SW
142
SteelPeak Wealth
California
$97.2K – – –
AAM
143
Advisors Asset Management
Colorado
$90.7K -$106K -924 -54%
3F
144
360 Financial
Minnesota
$87.7K +$2.4K +21 +3%
Victory Capital Management
145
Victory Capital Management
Texas
$87.1K -$1.94K -17 -2%
Principal Financial Group
146
Principal Financial Group
Iowa
$86.5K -$4.35K -38 -5%
MIM
147
MTM Investment Management
South Carolina
$85.8K – – –
AWM
148
Aries Wealth Management
Maine
$85.8K +$28.6K +250 +50%
AB
149
Amalgamated Bank
New York
$83K -$32.8K -285 -28%
TRCT
150
Tower Research Capital (TRC)
New York
$82.3K +$5.84K +51 +8%
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