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224 hedge funds and large institutions have $460M invested in Stem in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $21.5M

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.15% more ownership

Funds ownership: 3.33%3.48% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

0% less funds holding

Funds holding: 225224 (-1)

22% less capital invested

Capital invested by funds: $593M → $460M (-$133M)

Holders
224
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
71
Reduced
71
Closed
32
Calls
$24.3M
Puts
$21.5M
Net Calls
+$2.81M
Net Calls Change
-$136K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
151
Tidal Investments
Wisconsin
$49.1K +$66.1K +579 New
AAM
152
Advisors Asset Management
Colorado
$49K -$24.7K -216 -27%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$48K +$1.49K +13 +2%
TSS
154
Two Sigma Securities
New York
$46.6K +$62.7K +549 New
AFO
155
Arrowroot Family Office
California
$45.7K -$8.34K -73 -12%
WANY
156
Wealthspire Advisors (New York)
New York
$44.9K
MWM
157
Meridian Wealth Management
Kentucky
$44.5K
DTL
158
Dynamic Technology Lab
Singapore
$44K +$59.4K +520 New
Prudential Financial
159
Prudential Financial
New Jersey
$43.2K +$58.1K +509 New
HGERS
160
Householder Group Estate & Retirement Specialist
Arizona
$42.9K +$57.8K +506 New
LCM
161
Lazari Capital Management
California
$42.8K
Ameriprise
162
Ameriprise
Minnesota
$42.6K -$335K -2,934 -85%
CFG
163
CKW Financial Group
Hawaii
$36K
MLICM
164
Metropolitan Life Insurance Company (MetLife)
New York
$33.6K
TRCT
165
Tower Research Capital (TRC)
New York
$23.5K -$50.5K -442 -61%
Fidelity Investments
166
Fidelity Investments
Massachusetts
$21.7K +$11.1K +97 +61%
NA
167
NewEdge Advisors
Louisiana
$19.6K -$228 -2 -0.9%
AAG
168
Armstrong Advisory Group
Massachusetts
$18.8K
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$18.2K
CA
170
Clearstead Advisors
Ohio
$17.4K +$12K +105 +105%
Comerica Bank
171
Comerica Bank
Texas
$17.3K +$23.3K +204 New
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.1K +$6.62K +58 +40%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$16K +$15.4K +135 +229%
NFSG
174
Newbridge Financial Services Group
Florida
$12.7K +$8.56K +75 +100%
US Bancorp
175
US Bancorp
Minnesota
$12.5K -$2.4K -21 -13%

STEM Hedge Fund Activity: Q3 2023 in Review

224 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q3 2023, worth a combined $460M — down 22% from $593M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new STEM positions and 32 closed out — a net gain of 1 holder — while 71 added to existing stakes and 71 trimmed.

The largest buyer was BNP Paribas Asset Management, adding an estimated $18.7M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $9.2M sold.

  • 224 institutional investors held Stem (STEM) as of Q3 2023, down from 225 in Q2 2023.
  • Funds reported $460M of Stem stock for Q3 2023, down 22% quarter-over-quarter.
  • 33 funds opened new Stem positions in Q3 2023 and 32 closed out, a net change of +1 holder.
  • The largest Stem buyer in Q3 2023 was BNP Paribas Asset Management, an estimated $18.7M added.
  • The largest Stem seller in Q3 2023 was William Blair Investment Management, an estimated $9.2M sold.

Based on aggregated 13F filings for Q3 2023.