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Stem
STEM

Overview Fund Activity

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 54 closing their positions.

Holders
149
Holders Change
-32
Holders Change %
-17.68%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
37
Reduced
49
Closed
54
Calls
$400K
Puts
$329K
Net Calls
+$71K
Net Calls Change
+$518K

Top Buyers

1
ECM
1
ExodusPoint Capital Management
New York
$909K
2
UBS AM
2
UBS AM
Illinois
$837K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$720K
4
PGCM
4
Prescott Group Capital Management
Oklahoma
$415K
5
BlackRock
5
BlackRock
New York
$3.93M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$0
2
AAP
2
Ardsley Advisory Partners
Connecticut
$0
3
SCM
3
SIR Capital Management
New York
$0
4
Invesco
4
Invesco
Georgia
$94.4K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Abound Wealth Management
Tennessee
$183 +$183 +26 New
HPC
127
HM Payson & Co
Maine
$175 – – –
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$174 -$70 -10 -29%
CA
129
CoreCap Advisors
Michigan
$174 – – –
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$169 -$9.87K -1,401 -98%
SCM
131
Sterling Capital Management
North Carolina
$168 +$168 +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 +$14 +2 +20%
NMM
137
Naples Money Management
Florida
$81 -$68 -10 -45%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$67 -$2.31K -344 -97%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$66 +$66 +10 New
OP
140
ORG Partners
Indiana
$52 -$52 -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 +$3 +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
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6
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