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204 hedge funds and large institutions have $1.46B invested in Stem in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 79 increasing their positions, 37 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 37

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

45% more call options, than puts

Call options by funds: $30.5M | Put options by funds: $21M

18% more funds holding

Funds holding: 173204 (+31)

4% more capital invested

Capital invested by funds: $1.41B → $1.46B (+$51.9M)

0.33% more ownership

Funds ownership: 2.35%2.67% (+0.33%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
204
Holders Change
+31
Holders Change %
+17.92%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
71
Increased
79
Reduced
37
Closed
36
Calls
$30.5M
Puts
$21M
Net Calls
+$9.52M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$117K +$134K +309 New
NFSG
152
Newbridge Financial Services Group
Florida
$107K +$111K +257 +1,028%
NFG
153
Next Financial Group
Texas
$105K +$58.5K +135 +95%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$98K +$108K +250 +2,778%
Daiwa Securities Group
155
Daiwa Securities Group
Japan
$89K +$101K +234 New
IA
156
IFP Advisors
Florida
$74K
KC
157
Kepos Capital
New York
$74K
Simplex Trading
158
Simplex Trading
Illinois
$73K +$83.6K +193 New
IUHSA
159
Itau Unibanco Holding S.A.
Brazil
$49K +$55K +127 New
CG
160
Cutler Group
California
$41K -$55K -127 -54%
US Bancorp
161
US Bancorp
Minnesota
$38K +$13K +30 +43%
FAG
162
Fortitude Advisory Group
Washington
$35K +$40.3K +93 New
CA
163
Clearstead Advisors
Ohio
$27K -$2.17K -5 -7%
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.4K -$6.5K -15 -19%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$20K +$23.4K +54 New
BWA
166
BDO Wealth Advisors
Florida
$18K
CA
167
CoreCap Advisors
Michigan
$17K +$19.9K +46 New
TWC
168
TD Waterhouse Canada
Ontario, Canada
$15K +$17.3K +40 New
MIFH
169
Migdal Insurance & Financial Holdings
Israel
$14K
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$12K
SPIA
171
Steward Partners Investment Advisory
New York
$11K -$39.9K -92 -76%
APA
172
American Portfolios Advisors
New York
$9.79K +$8.67K +20 +333%
AA
173
AlphaMark Advisors
Kentucky
$9K
HPC
174
HM Payson & Co
Maine
$9K
OIA
175
Optimum Investment Advisors
Illinois
$9K

STEM Hedge Fund Activity: Q4 2021 in Review

204 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q4 2021, worth a combined $1.46B — up 3.7% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new STEM positions and 36 closed out — a net gain of 35 holders — while 79 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $69.7M. The largest seller was Ontario Teachers' Pension Plan Board, cutting an estimated $48.6M.

  • 204 institutional investors held Stem (STEM) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $1.46B of Stem stock for Q4 2021, up 3.7% quarter-over-quarter.
  • 71 funds opened new Stem positions in Q4 2021 and 36 closed out, a net change of +35 holders.
  • The largest Stem buyer in Q4 2021 was BlackRock, an estimated $69.7M added.
  • The largest Stem seller in Q4 2021 was Ontario Teachers' Pension Plan Board, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2021.