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Stem
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Overview Fund Activity

225 hedge funds and large institutions have $665M invested in Stem in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-7
Holders Change %
-3.02%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
44
Increased
88
Reduced
58
Closed
47
Calls
$14M
Puts
$12.7M
Net Calls
+$1.33M
Net Calls Change
-$5.41M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$119M
2
Citadel Advisors
2
Citadel Advisors
Florida
$21.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$45.2M
5
Swedbank
5
Swedbank
Sweden
$4.64M

Top Sellers

1
ECP
1
Electron Capital Partners
New York
$0
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$0
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$0
4
TCA
4
Tortoise Capital Advisors
Kansas
$7.43M
5
GIPM
5
G2 Investment Partners Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$80K +$23.2K +205 +41%
IWC
152
Integrated Wealth Concepts
Massachusetts
$80K +$80K +702 New
Two Sigma Advisers
153
Two Sigma Advisers
New York
$78.8K +$78.8K +695 New
IWM
154
IHT Wealth Management
Illinois
$77.5K -$6.47K -57 -8%
TRCT
155
Tower Research Capital (TRC)
New York
$76K +$57.2K +503 +305%
FRM
156
Fox Run Management
Connecticut
$74.9K +$74.9K +660 New
KPWS
157
Kestra Private Wealth Services
Texas
$74.5K +$74.5K +657 New
TIM
158
Tortoise Investment Management
New York
$72.8K – – –
CA
159
Cetera Advisors
Colorado
$71.9K +$1.59K +14 +2%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$71.2K – – –
BC
161
Bridgefront Capital
Texas
$71K -$4.42K -39 -6%
GHAM
162
Gilman Hill Asset Management
Connecticut
$70.9K +$70.9K +625 New
Man Group
163
Man Group
United Kingdom
$68.8K -$171K -954 Closed
DCM
164
Deuterium Capital Management
Florida
$68K – – –
TC
165
TwinBeech Capital
New York
$67.5K -$1.53M -13,475 -96%
PCIA
166
Prime Capital Investment Advisors
Kansas
$66.9K +$66.9K +590 New
KAS
167
Kestra Advisory Services
Texas
$66.1K -$15.1K -133 -19%
WANY
168
Wealthspire Advisors (New York)
New York
$64K +$6.81K +60 +12%
AIP
169
Ameritas Investment Partners
Nebraska
$61.3K – – –
Wolverine Trading
170
Wolverine Trading
Illinois
$57K -$30.5K -277 -35%
IA
171
IFP Advisors
Florida
$56.8K – – –
AWM
172
Aries Wealth Management
Maine
$56.7K +$56.7K +500 New
HGERS
173
Householder Group Estate & Retirement Specialist
Arizona
$56K +$2.26K +20 +4%
ETC
174
Exchange Traded Concepts
Oklahoma
$53K +$53K +467 New
DZ Bank
175
DZ Bank
Germany
$48.5K -$1.37M -12,086 -97%
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