221 hedge funds and large institutions have $384M invested in Stem in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
35
Increased
62
Reduced
82
Closed
36
Calls
$14.8M
Puts
$13M
Net Calls
+$1.84M
Net Calls Change
-$968K
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
151
Tortoise Investment Management
New York
$49.8K
IWM
152
IHT Wealth Management
Illinois
$48.1K -$4.5K -58 -9%
TI
153
Tidal Investments
Wisconsin
$47K +$2.1K +27 +5%
TCM
154
Traynor Capital Management
Pennsylvania
$46.7K +$46.7K +602 New
SFA
155
Sequoia Financial Advisors
Ohio
$46.6K -$3.88K -50 -8%
DCM
156
Deuterium Capital Management
Florida
$46.6K
MM
157
MQS Management
New York
$44.3K +$44.3K +571 New
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$41.9K -$8.55M -110,237 -100%
MWM
159
Meridian Wealth Management
Kentucky
$41.4K +$698 +9 +2%
Neuberger Berman Group
160
Neuberger Berman Group
New York
$41.1K +$41.1K +530 New
WANY
161
Wealthspire Advisors (New York)
New York
$41.1K
Aberdeen Group
162
Aberdeen Group
United Kingdom
$39.5K +$39.5K +509 New
Prudential Financial
163
Prudential Financial
New Jersey
$39.5K
CFG
164
CKW Financial Group
Hawaii
$33K
MLICM
165
Metropolitan Life Insurance Company (MetLife)
New York
$30.8K
HGERS
166
Householder Group Estate & Retirement Specialist
Arizona
$25K -$12.9K -172 -34%
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.8K +$7.14K +92 +46%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$17.9K -$1.94K -25 -10%
AAG
169
Armstrong Advisory Group
Massachusetts
$17.2K
AF
170
Allworth Financial
California
$17K +$12.5K +161 +278%
US Bancorp
171
US Bancorp
Minnesota
$14K +$2.56K +33 +22%
CA
172
Clearstead Advisors
Ohio
$13.3K -$2.64K -34 -17%
NFSG
173
Newbridge Financial Services Group
Florida
$11.6K
QCG
174
Quadrant Capital Group
Ohio
$11.5K +$9.69K +125 +521%
AAM
175
Advisors Asset Management
Colorado
$10.6K -$34.1K -440 -76%