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Stem
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Overview Fund Activity

181 hedge funds and large institutions have $87.8M invested in Stem in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-28
Holders Change %
-13.4%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
56
Reduced
48
Closed
55
Calls
$1.19M
Puts
$1.63M
Net Calls
-$447K
Net Calls Change
+$4K

Top Buyers

1
SCM
1
SIR Capital Management
New York
$1.75M
2
UBS AM
2
UBS AM
Illinois
$1.51M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$14.9M
4
State Street
4
State Street
Massachusetts
$5.51M
5
GCP
5
GSA Capital Partners
United Kingdom
$1.18M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$0
2
BNP Paribas Asset Management
2
BNP Paribas Asset Management
France
$0
3
HHAM
3
HITE Hedge Asset Management
Massachusetts
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
CP
5
CenterBook Partners
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$780 – – –
SSB
152
Sandy Spring Bank
Maryland
$777 – – –
CC
153
Cypress Capital
Tennessee
$777 +$777 +35 New
PPA
154
Painted Porch Advisors
California
$716 +$716 +32 New
JWM
155
Janiczek Wealth Management
Colorado
$600 – – –
GWM
156
Geneos Wealth Management
Colorado
$555 – – –
CA
157
CoreCap Advisors
Michigan
$555 – – –
HPC
158
HM Payson & Co
Maine
$555 – – –
OIA
159
Optimum Investment Advisors
Illinois
$555 – – –
NMM
160
Naples Money Management
Florida
$450 – – –
HI
161
Harbour Investments
Wisconsin
$395 – – –
OP
162
ORG Partners
Indiana
$338 +$338 +16 New
PA
163
PSI Advisors
Florida
$333 – – –
MSG
164
Main Street Group
Virginia
$312 – – –
GEA
165
Glen Eagle Advisors
New Jersey
$294 – – –
GI
166
GAMMA Investing
California
$276 -$943 -41 -77%
RA
167
Rise Advisors
New York
$262 – – –
RFG
168
RFP Financial Group
Georgia
$242 – – –
SS
169
Sunbelt Securities
Texas
$222 – – –
Toronto Dominion Bank
170
Toronto Dominion Bank
Ontario, Canada
$175 – – –
AFG
171
Albion Financial Group
Utah
$150 – – –
QPBE
172
Quintet Private Bank (Europe)
Luxembourg
$139 – – –
SIS
173
Sound Income Strategies
Florida
$111 – – –
EWA
174
EverSource Wealth Advisors
Alabama
$109 +$109 +4 New
RIL
175
Rothschild Investment LLC
Illinois
$72 +$72 +3 New
5 6
7
8 9