Stem
STEM
227 hedge funds and large institutions have $668M invested in Stem in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 59 reducing their positions, and 47 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 59
11% more call options, than puts
Call options by funds: $14M | Put options by funds: $12.7M
0.22% more ownership
Funds ownership: 2.97% → 3.18% (+0.22%)
6% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 47
3% less funds holding
Funds holding: 234 → 227 (-7)
19% less capital invested
Capital invested by funds: $819M → $668M (-$152M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$29.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$17M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$15.7M |
| 4 |
Swedbank
Stockholm,
Sweden
|
+$6.94M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$6.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECP
Electron Capital Partners
New York
|
-$43.3M |
| 2 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$12.9M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$10.9M |
| 4 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
-$7.51M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$7.21M |
STEM Hedge Fund Activity: Q1 2023 in Review
227 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q1 2023, worth a combined $668M — down 19% from $819M a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of STEM and 44 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 89 added.
The largest buyer was Citadel Advisors, adding an estimated $29.1M. The largest seller was Electron Capital Partners, exiting entirely with an estimated $43.3M sold.
- 227 institutional investors held Stem (STEM) as of Q1 2023, down from 234 in Q4 2022.
- Funds reported $668M of Stem stock for Q1 2023, down 19% quarter-over-quarter.
- 44 funds opened new Stem positions in Q1 2023 and 47 closed out, a net change of -3 holders.
- The largest Stem buyer in Q1 2023 was Citadel Advisors, an estimated $29.1M added.
- The largest Stem seller in Q1 2023 was Electron Capital Partners, an estimated $43.3M sold.
Based on aggregated 13F filings for Q1 2023.