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182 hedge funds and large institutions have $88.6M invested in Stem in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

0.6% less ownership

Funds ownership: 3.06%2.46% (-0.6%)

13% less funds holding

Funds holding: 210182 (-28)

27% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.63M

45% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 55

58% less capital invested

Capital invested by funds: $212M → $88.6M (-$124M)

Holders
182
Holders Change
-28
Holders Change %
-13.33%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
56
Reduced
48
Closed
55
Calls
$1.19M
Puts
$1.63M
Net Calls
-$447K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
OL
126
Optas LLC
Texas
$11.8K +$15.5K +530 New
MWM
127
Meridian Wealth Management
Kentucky
$11.5K +$15.2K +519 New
UIA
128
Ulland Investment Advisors
Minnesota
$11K -$57.8K -1,973 -80%
CCM
129
Chickasaw Capital Management
Tennessee
$11K +$14.7K +500 New
RAM
130
Resona Asset Management
Japan
$10.6K -$527 -18 -4%
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K +$3.66K +125 +36%
CFG
132
CKW Financial Group
Hawaii
$9K
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$8.42K +$10.4K +354 New
TFIPS
134
Towarzystwo Funduszy Inwestycyjnych PZU SA
$7.77K
NA
135
NewEdge Advisors
Louisiana
$6.17K +$4.54K +155 +126%
RWMG
136
Redwood Wealth Management Group
New Jersey
$6.07K +$8.03K +274 New
AB
137
Amalgamated Bank
New York
$6K
BTI
138
Blue Trust Inc
Georgia
$5.91K
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.31K +147 +233%
AF
140
Allworth Financial
California
$4.1K -$1.38K -47 -22%
CA
141
Clearstead Advisors
Ohio
$3.24K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$3.04K -$48.5K -1,656 -92%
Comerica Bank
143
Comerica Bank
Texas
$2.37K
SAM
144
Smartleaf Asset Management
Massachusetts
$2.34K +$2.99K +102 New
MG
145
Mather Group
Illinois
$2.19K +$1.47K +50 New
WWP
146
WR Wealth Planners
Missouri
$2K
US Bancorp
147
US Bancorp
Minnesota
$1.69K
IA
148
IFP Advisors
Florida
$1.22K
CAL
149
Capital Analysts LLC
Pennsylvania
$1K
SIS
150
Strategic Investment Solutions
Illinois
$915 +$1.11K +38 New

STEM Hedge Fund Activity: Q2 2024 in Review

182 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q2 2024, worth a combined $88.6M — down 58% from $212M a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of STEM and 30 opened new positions — a net loss of 25 holders — while 48 trimmed existing stakes and 56 added.

The largest buyer was SIR Capital Management, adding an estimated $1.77M. The largest seller was Alkeon Capital Management, exiting entirely with an estimated $15.7M sold.

  • 182 institutional investors held Stem (STEM) as of Q2 2024, down from 210 in Q1 2024.
  • Funds reported $88.6M of Stem stock for Q2 2024, down 58% quarter-over-quarter.
  • 30 funds opened new Stem positions in Q2 2024 and 55 closed out, a net change of -25 holders.
  • The largest Stem buyer in Q2 2024 was SIR Capital Management, an estimated $1.77M added.
  • The largest Stem seller in Q2 2024 was Alkeon Capital Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2024.