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Stem
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Overview Fund Activity

181 hedge funds and large institutions have $87.8M 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
Holders
181
Holders Change
-28
Holders Change %
-13.4%
% 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

Top Buyers

1
SCM
1
SIR Capital Management
New York
$1.75M
2
UBS AM
2
UBS AM
Illinois
$1.51M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$14.9M
4
State Street
4
State Street
Massachusetts
$5.51M
5
GCP
5
GSA Capital Partners
United Kingdom
$1.18M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$0
2
BNP Paribas Asset Management
2
BNP Paribas Asset Management
France
$0
3
HHAM
3
HITE Hedge Asset Management
Massachusetts
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
CP
5
CenterBook Partners
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Meridian Wealth Management
Kentucky
$11.5K +$11.5K +519 New
UIA
127
Ulland Investment Advisors
Minnesota
$11K -$43.4K -1,973 -80%
CCM
128
Chickasaw Capital Management
Tennessee
$11K +$11K +500 New
RAM
129
Resona Asset Management
Japan
$10.6K -$409 -18 -4%
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K +$2.77K +125 +36%
CFG
131
CKW Financial Group
Hawaii
$9K – – –
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$8.42K +$8.42K +354 New
TFIPS
133
Towarzystwo Funduszy Inwestycyjnych PZU SA
$7.77K – – –
NA
134
NewEdge Advisors
Louisiana
$6.17K +$3.44K +155 +126%
RWMG
135
Redwood Wealth Management Group
New Jersey
$6.07K +$6.07K +274 New
AB
136
Amalgamated Bank
New York
$6K – – –
BTI
137
Blue Trust Inc
Georgia
$5.91K – – –
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$5K +$3.5K +147 +233%
AF
139
Allworth Financial
California
$4.1K -$1.15K -47 -22%
CA
140
Clearstead Advisors
Ohio
$3.24K – – –
Fidelity Investments
141
Fidelity Investments
Massachusetts
$3.04K -$36.7K -1,656 -92%
Comerica Bank
142
Comerica Bank
Texas
$2.37K – – –
SAM
143
Smartleaf Asset Management
Massachusetts
$2.34K +$2.34K +102 New
MG
144
Mather Group
Illinois
$2.19K +$2.19K +50 New
WWP
145
WR Wealth Planners
Missouri
$2K – – –
US Bancorp
146
US Bancorp
Minnesota
$1.69K – – –
IA
147
IFP Advisors
Florida
$1.22K – – –
CAL
148
Capital Analysts LLC
Pennsylvania
$1K – – –
SIS
149
Strategic Investment Solutions
Illinois
$915 +$915 +38 New
FNWA
150
Financial Network Wealth Advisors
Utah
$807 +$807 +36 New
4 5
6
7 8