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Stem
STEM

141 hedge funds and large institutions have $30.9M invested in Stem in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $19.9M → $30.9M (+$11.1M)

24% more call options, than puts

Call options by funds: $830K | Put options by funds: $670K

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

0.17% less ownership

Funds ownership: 1.75% → 1.57% (-0.17%)

5% less funds holding

Funds holding: 149 → 141 (-8)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
37
Reduced
36
Closed
31
Calls
$830K
Puts
$670K
Net Calls
+$160K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$415K
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$343K
4
Group One Trading
Group One Trading
Illinois
+$233K
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$145K

Top Sellers

1
ECM
ExodusPoint Capital Management
New York
-$909K
2
UBS AM
UBS AM
Illinois
-$837K
3
State Street
State Street
Massachusetts
-$767K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$706K
5
IEFM
IQ EQ Fund Management
Ireland
-$298K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
126
Pilgrim Partners Asia
Singapore
$302 +$215 +25 New
HI
127
Harbour Investments
Wisconsin
$215 – – –
PA
128
PSI Advisors
Florida
$181 – – –
SS
129
Sunbelt Securities
Texas
$176 – – –
GEA
130
Glen Eagle Advisors
New Jersey
$160 – – –
DWM
131
Dogwood Wealth Management
Kansas
$139 +$103 +12 New
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$122 – – –
Jones Financial Companies
133
Jones Financial Companies
Missouri
$121 – – –
NA
134
NewEdge Advisors
Louisiana
$92 -$1.82K -211 -96%
OP
135
ORG Partners
Indiana
$90 – – –
PPA
136
Painted Porch Advisors
California
$87 -$215 -25 -78%
AFG
137
Albion Financial Group
Utah
$82 – – –
SIS
138
Sound Income Strategies
Florida
$60 – – –
MTIC
139
Missouri Trust & Investment Company
Missouri
$33 – – –
AWM
140
Avior Wealth Management
Nebraska
$21 +$17 +2 New
EC
141
Elequin Capital
New York
$17 +$9 +1 New
ECM
142
ExodusPoint Capital Management
New York
– -$909K -130,570 Closed
UBS AM
143
UBS AM
Illinois
– -$837K -120,304 Closed
IEFM
144
IQ EQ Fund Management
Ireland
– -$298K -42,805 Closed
KBC Group
145
KBC Group
Belgium
– -$236K -33,751 Closed
Two Sigma Advisers
146
Two Sigma Advisers
New York
– -$128K -18,330 Closed
GCP
147
GSA Capital Partners
United Kingdom
– -$94K -13,515 Closed
HF
148
HRT Financial
New York
– -$51K -7,456 Closed
Creative Planning
149
Creative Planning
Kansas
– -$43K -6,176 Closed
OC
150
Oppenheimer & Co
New York
– -$37K -5,308 Closed
3 4 5
6
7

STEM Hedge Fund Activity: Q4 2024 in Review

141 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q4 2024, worth a combined $30.9M — up 56% from $19.9M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of STEM and 26 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 37 added.

The largest buyer was UBS Group, adding an estimated $1.81M. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $909K sold.

  • 141 institutional investors held Stem (STEM) as of Q4 2024, down from 149 in Q3 2024.
  • Funds reported $30.9M of Stem stock for Q4 2024, up 56% quarter-over-quarter.
  • 26 funds opened new Stem positions in Q4 2024 and 31 closed out, a net change of -5 holders.
  • The largest Stem buyer in Q4 2024 was UBS Group, an estimated $1.81M added.
  • The largest Stem seller in Q4 2024 was ExodusPoint Capital Management, an estimated $909K sold.

Based on aggregated 13F filings for Q4 2024.