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Stem
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Overview Fund Activity

223 hedge funds and large institutions have $458M invested in Stem in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
–
Holders Change %
0%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
71
Reduced
70
Closed
31
Calls
$24.3M
Puts
$21.5M
Net Calls
+$2.81M
Net Calls Change
-$136K

Top Buyers

1
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$26.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$9.59M
3
ECP
Electron Capital Partners
New York
$21.1M
4
Lido Advisors
Lido Advisors
California
$4.56M
5
Alkeon Capital Management
Alkeon Capital Management
New York
$16.5M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
Two Sigma Investments
Two Sigma Investments
New York
$1.12M
3
EAM
Erste Asset Management
Austria
$5.7M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$9.39M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
Pictet Asset Management
126
Pictet Asset Management
Switzerland
$92.5K +$92.5K +1,091 New
RJFSA
127
Raymond James Financial Services Advisors
Florida
$92K +$1.44K +17 +2%
Principal Financial Group
128
Principal Financial Group
Iowa
$89.3K +$25.2K +297 +39%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$89K +$31.3K +370 +54%
BCM
130
Bayesian Capital Management
New York
$85.6K +$35.2K +415 +70%
SPC
131
Sigma Planning Corp
Michigan
$85.1K -$6.27K -74 -7%
CHAM
132
Clear Harbor Asset Management
Connecticut
$82.2K – – –
KPWS
133
Kestra Private Wealth Services
Texas
$80.3K +$4.75K +56 +6%
ProShare Advisors
134
ProShare Advisors
Maryland
$78.5K -$85 -1 -0.1%
IEFM
135
IQ EQ Fund Management
Ireland
$74.7K +$74.7K +881 New
Mariner
136
Mariner
Kansas
$70.6K +$17.8K +210 +34%
Victory Capital Management
137
Victory Capital Management
Texas
$66.1K +$1.44K +17 +2%
MIM
138
MTM Investment Management
South Carolina
$63.6K – – –
AB
139
Amalgamated Bank
New York
$61K – – –
AIP
140
Ameritas Investment Partners
Nebraska
$60K +$14.2K +168 +31%
AWM
141
Aries Wealth Management
Maine
$57.8K – – –
IWM
142
IHT Wealth Management
Illinois
$57.5K – – –
3F
143
360 Financial
Minnesota
$56.8K -$2.32K -30 -4%
SFA
144
Sequoia Financial Advisors
Ohio
$55.1K +$55.1K +650 New
TIM
145
Tortoise Investment Management
New York
$54.5K – – –
GHAM
146
Gilman Hill Asset Management
Connecticut
$53K -$82.7K -975 -61%
Fisher Asset Management
147
Fisher Asset Management
Washington
$53K +$53K +625 New
DCM
148
Deuterium Capital Management
Florida
$50.9K – – –
BAM
149
Brave Asset Management
New Jersey
$50.5K +$50.5K +595 New
TI
150
Tidal Investments
Wisconsin
$49.1K +$49.1K +579 New
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