221 hedge funds and large institutions have $384M invested in Stem in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
35
Increased
62
Reduced
82
Closed
36
Calls
$14.8M
Puts
$13M
Net Calls
+$1.84M
Net Calls Change
-$968K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$108K +$1.09K +14 +1%
IWC
127
Integrated Wealth Concepts
Massachusetts
$103K -$11.3K -146 -10%
QC
128
Quadrature Capital
United Kingdom
$103K -$98.2K -1,268 -49%
KPWS
129
Kestra Private Wealth Services
Texas
$97K +$23.4K +302 +32%
AWM
130
Aries Wealth Management
Maine
$97K +$38.8K +500 +67%
ProShare Advisors
131
ProShare Advisors
Maryland
$91.5K +$19.7K +254 +27%
SCM
132
SIR Capital Management
New York
$88.8K +$88.8K +1,144 New
Pictet Asset Management
133
Pictet Asset Management
Switzerland
$84.7K
CSS
134
Cubist Systematic Strategies
Connecticut
$84.2K -$448K -5,775 -84%
PFS
135
Prospera Financial Services
Texas
$80.8K -$12.5K -161 -13%
VA
136
Vident Advisory
Georgia
$78.4K -$20.9K -269 -21%
Mariner
137
Mariner
Kansas
$76.4K +$11.7K +151 +18%
Victory Capital Management
138
Victory Capital Management
Texas
$75.8K +$15.4K +198 +25%
Principal Financial Group
139
Principal Financial Group
Iowa
$70.1K -$11.6K -149 -14%
JWCA
140
J.W. Cole Advisors
Florida
$67.2K -$29.7K -383 -31%
WWS
141
Wellington Wealth Strategies
Indiana
$65.5K +$65.5K +845 New
MIM
142
MTM Investment Management
South Carolina
$58.2K
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$58K -$24.2K -309 -29%
AIP
144
Ameritas Investment Partners
Nebraska
$54.9K
3F
145
360 Financial
Minnesota
$54.4K -$2.72K -35 -5%
LCM
146
Lazari Capital Management
California
$53.9K +$14.8K +190 +38%
SPC
147
Sigma Planning Corp
Michigan
$53.4K -$24.4K -315 -31%
CHAM
148
Clear Harbor Asset Management
Connecticut
$53.2K -$22.1K -284 -29%
AGM
149
Alpine Global Management
New York
$51.4K +$51.4K +663 New
AB
150
Amalgamated Bank
New York
$50K -$6.06K -78 -11%