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168 hedge funds and large institutions have $1.89B invested in Stem in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more capital invested

Capital invested by funds: $360M → $1.89B (+$1.53B)

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

181% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 32

91% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 22

53% more funds holding

Funds holding: 110168 (+58)

0.29% more ownership

Funds ownership: 1.79%2.09% (+0.29%)

6% less call options, than puts

Call options by funds: $198M | Put options by funds: $210M

Holders
168
Holders Change
+58
Holders Change %
+52.73%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
90
Increased
42
Reduced
22
Closed
32
Calls
$198M
Puts
$210M
Net Calls
-$12.3M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
151
Concourse Financial Group Securities
Alabama
$5K
MSFP
152
Mark Sheptoff Financial Planning
Connecticut
$5K
SWM
153
Sugarloaf Wealth Management
Georgia
$5K +$1.63K +3 +60%
BFEC
154
Benjamin F. Edwards & Company
Missouri
$5K +$4.35K +8 New
APA
155
American Portfolios Advisors
New York
$4.18K -$2.72K -5 -45%
AWM
156
Accel Wealth Management
Iowa
$4K
QCG
157
Quadrant Capital Group
Ohio
$4K
TWM
158
Tradition Wealth Management
Minnesota
$4K +$2.72K +5 New
HR
159
Howe & Rusling
New York
$3K +$2.72K +5 New
HWM
160
HighMark Wealth Management
Minnesota
$2K +$1.63K +3 New
PGWM
161
Parisi Gray Wealth Management
New Jersey
$2K +$1.63K +3 New
MF
162
Magnetar Financial
Illinois
$1.5K +$1.18M +2,175 New
AIG
163
American International Group
New York
$1.26K +$955K +1,755 New
S
164
SignatureFD
Georgia
$1K
FPFS
165
First Personal Financial Services
North Carolina
$1K +$1.09K +2 New
FFG
166
Ford Financial Group
California
$1K +$1.63K +3 New
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$36 +$27.2K +50 New
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
-$24.3M -44,568 Closed
PC
169
PointState Capital
New York
-$8.39M -15,779 Closed
MCM
170
Moore Capital Management
New York
-$8.14M -15,309 Closed
ECA
171
Encompass Capital Advisors
New York
-$6.42M -12,082 Closed
Fidelity Investments
172
Fidelity Investments
Massachusetts
-$5.86M -10,757 Closed
Group One Trading
173
Group One Trading
Illinois
-$3.78M -6,936 Closed
ECM
174
ExodusPoint Capital Management
New York
-$3.46M -6,500 Closed
BPIM
175
Brant Point Investment Management
New York
-$2.79M -5,250 Closed

STEM Hedge Fund Activity: Q2 2021 in Review

168 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q2 2021, worth a combined $1.89B — up 424% from $360M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new STEM positions and 32 closed out — a net gain of 58 holders — while 42 added to existing stakes and 22 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $268M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $24.3M sold.

  • 168 institutional investors held Stem (STEM) as of Q2 2021, up from 110 in Q1 2021.
  • Funds reported $1.89B of Stem stock for Q2 2021, up 424% quarter-over-quarter.
  • 90 funds opened new Stem positions in Q2 2021 and 32 closed out, a net change of +58 holders.
  • The largest Stem buyer in Q2 2021 was Vanguard Group, an estimated $268M added.
  • The largest Stem seller in Q2 2021 was Susquehanna International Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2021.