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Stem
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Overview Fund Activity

173 hedge funds and large institutions have $1.41B invested in Stem in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+5
Holders Change %
+2.98%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
50
Increased
53
Reduced
44
Closed
44
Calls
$35.3M
Puts
$47.2M
Net Calls
-$12M
Net Calls Change
+$361K

Top Buyers

1
GE
General Electric
Ohio
$56.4M
2
Invesco
Invesco
Georgia
$86.1M
3
AA
ALPS Advisors
Colorado
$28.4M
4
First Trust Advisors
First Trust Advisors
Illinois
$24.2M
5
Citadel Advisors
Citadel Advisors
Florida
$21.7M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
2
LCG
Luxor Capital Group
New York
$0
3
SIG
Senator Investment Group
New York
$34M
4
BlackRock
BlackRock
New York
$91M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
151
Benjamin F. Edwards & Company
Missouri
$5K +$1K +2 +25%
SWM
152
Sugarloaf Wealth Management
Georgia
$5K +$1K +2 +25%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$4K – – –
TWA
154
TCI Wealth Advisors
Arizona
$4K +$3.5K +7 +700%
TCWM
155
Total Clarity Wealth Management
Illinois
$4K +$4K +8 New
QCG
156
Quadrant Capital Group
Ohio
$3K +$500 +1 +20%
AWM
157
Avior Wealth Management
Nebraska
$3K +$3K +8 New
APA
158
American Portfolios Advisors
New York
$2.77K – – –
AWM
159
Accel Wealth Management
Iowa
$2K – – –
HR
160
Howe & Rusling
New York
$2K – – –
DFCM
161
Dark Forest Capital Management
Puerto Rico
$2K +$2K +4 New
SMG
162
Spectrum Management Group
Indiana
$2K +$2K +5 New
AA
163
Ancora Advisors
Ohio
$2K +$2K +5 New
CTC
164
Central Trust Company
Missouri
$2K +$2K +5 New
GKWIM
165
Gerber Kawasaki Wealth & Investment Management
California
$2K +$2K +6 New
HWM
166
HighMark Wealth Management
Minnesota
$1K – – –
BCV
167
Banque Cantonale Vaudoise
Switzerland
$1K +$1K +1 New
GWS
168
Glassman Wealth Services
Virginia
$1K +$1K +2 New
BCA
169
Berman Capital Advisors
Georgia
$1K +$1K +3 New
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$24 – – –
WIM
171
Westside Investment Management
California
$2 +$2 +5 New
Adage Capital Partners
172
Adage Capital Partners
Massachusetts
– -$64.8M -90,000 Closed
LCG
173
Luxor Capital Group
New York
– -$50.4M -70,000 Closed
Voloridge Investment Management
174
Voloridge Investment Management
Florida
– -$16.5M -22,887 Closed
ECP
175
Electron Capital Partners
New York
– -$16M -22,276 Closed
5 6
7
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