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149 hedge funds and large institutions have $19.9M invested in Stem in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $400K | Put options by funds: $329K

0.71% less ownership

Funds ownership: 2.46%1.75% (-0.71%)

18% less funds holding

Funds holding: 182149 (-33)

24% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 49

55% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 55

78% less capital invested

Capital invested by funds: $88.6M → $19.9M (-$68.7M)

Holders
149
Holders Change
-33
Holders Change %
-18.13%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
37
Reduced
49
Closed
55
Calls
$400K
Puts
$329K
Net Calls
+$71K
Net Calls Change
+$518K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Abound Wealth Management
Tennessee
$183 +$409 +26 New
HPC
127
HM Payson & Co
Maine
$175
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$174 -$157 -10 -29%
CA
129
CoreCap Advisors
Michigan
$174
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$169 -$22K -1,401 -98%
SCM
131
Sterling Capital Management
North Carolina
$168 +$378 +24 New
HI
132
Harbour Investments
Wisconsin
$124
PA
133
PSI Advisors
Florida
$104
GEA
134
Glen Eagle Advisors
New Jersey
$92
RA
135
Rise Advisors
New York
$82
SS
136
Sunbelt Securities
Texas
$82 +$31 +2 +20%
NMM
137
Naples Money Management
Florida
$81 -$157 -10 -45%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$67 -$5.41K -344 -97%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$66 +$157 +10 New
OP
140
ORG Partners
Indiana
$52 -$126 -8 -50%
AFG
141
Albion Financial Group
Utah
$48
QPBE
142
Quintet Private Bank (Europe)
Luxembourg
$44
SIS
143
Sound Income Strategies
Florida
$35
MTIC
144
Missouri Trust & Investment Company
Missouri
$19
FCA
145
FinTrust Capital Advisors
South Carolina
$6
APC
146
Aspire Private Capital
North Carolina
$3 +$16 +1 New
EC
147
Elequin Capital
New York
$2
Schroder Investment Management Group
148
Schroder Investment Management Group
United Kingdom
-$14.9M -670,697 Closed
AAP
149
Ardsley Advisory Partners
Connecticut
-$1.94M -87,500 Closed
SCM
150
SIR Capital Management
New York
-$1.75M -78,929 Closed

STEM Hedge Fund Activity: Q3 2024 in Review

149 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q3 2024, worth a combined $19.9M — down 78% from $88.6M a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of STEM and 25 opened new positions — a net loss of 30 holders — while 49 trimmed existing stakes and 37 added.

The largest buyer was ExodusPoint Capital Management, opening a new position worth an estimated $2.05M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $14.9M sold.

  • 149 institutional investors held Stem (STEM) as of Q3 2024, down from 182 in Q2 2024.
  • Funds reported $19.9M of Stem stock for Q3 2024, down 78% quarter-over-quarter.
  • 25 funds opened new Stem positions in Q3 2024 and 55 closed out, a net change of -30 holders.
  • The largest Stem buyer in Q3 2024 was ExodusPoint Capital Management, an estimated $2.05M added.
  • The largest Stem seller in Q3 2024 was Schroder Investment Management Group, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2024.