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Stem
STEM

182 hedge funds and large institutions have $88.6M 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

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

0.6% less ownership

Funds ownership: 3.06% → 2.46% (-0.6%)

13% less funds holding

Funds holding: 210 → 182 (-28)

27% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.63M

45% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 55

58% less capital invested

Capital invested by funds: $212M → $88.6M (-$124M)

Holders
182
Holders Change
-28
Holders Change %
-13.33%
% 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

Rank Fund Capital Flow
1
SCM
SIR Capital Management
New York
+$1.77M
2
UBS AM
UBS AM
Illinois
+$1.71M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$1.46M
4
State Street
State Street
Massachusetts
+$1.34M
5
GCP
GSA Capital Partners
United Kingdom
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
Alkeon Capital Management
Alkeon Capital Management
New York
-$15.7M
2
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$7.87M
3
HHAM
HITE Hedge Asset Management
Massachusetts
-$6.71M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.12M
5
CP
CenterBook Partners
Connecticut
-$4.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNWA
151
Financial Network Wealth Advisors
Utah
$807 +$1.05K +36 New
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$780 – – –
SSB
153
Sandy Spring Bank
Maryland
$777 – – –
CC
154
Cypress Capital
Tennessee
$777 +$1.03K +35 New
PPA
155
Painted Porch Advisors
California
$716 +$938 +32 New
JWM
156
Janiczek Wealth Management
Colorado
$600 – – –
CA
157
CoreCap Advisors
Michigan
$555 – – –
GWM
158
Geneos Wealth Management
Colorado
$555 – – –
HPC
159
HM Payson & Co
Maine
$555 – – –
OIA
160
Optimum Investment Advisors
Illinois
$555 – – –
NMM
161
Naples Money Management
Florida
$450 – – –
HI
162
Harbour Investments
Wisconsin
$395 – – –
OP
163
ORG Partners
Indiana
$338 +$469 +16 New
PA
164
PSI Advisors
Florida
$333 – – –
MSG
165
Main Street Group
Virginia
$312 – – –
GEA
166
Glen Eagle Advisors
New Jersey
$294 – – –
GI
167
GAMMA Investing
California
$276 -$1.2K -41 -77%
RA
168
Rise Advisors
New York
$262 – – –
RFG
169
RFP Financial Group
Georgia
$242 – – –
SS
170
Sunbelt Securities
Texas
$222 – – –
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$175 – – –
AFG
172
Albion Financial Group
Utah
$150 – – –
QPBE
173
Quintet Private Bank (Europe)
Luxembourg
$139 – – –
SIS
174
Sound Income Strategies
Florida
$111 – – –
EWA
175
EverSource Wealth Advisors
Alabama
$109 +$117 +4 New
5 6
7
8 9

STEM Hedge Fund Activity: Q2 2024 in Review

182 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q2 2024, worth a combined $88.6M — down 58% from $212M a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of STEM and 30 opened new positions — a net loss of 25 holders — while 48 trimmed existing stakes and 56 added.

The largest buyer was SIR Capital Management, adding an estimated $1.77M. The largest seller was Alkeon Capital Management, exiting entirely with an estimated $15.7M sold.

  • 182 institutional investors held Stem (STEM) as of Q2 2024, down from 210 in Q1 2024.
  • Funds reported $88.6M of Stem stock for Q2 2024, down 58% quarter-over-quarter.
  • 30 funds opened new Stem positions in Q2 2024 and 55 closed out, a net change of -25 holders.
  • The largest Stem buyer in Q2 2024 was SIR Capital Management, an estimated $1.77M added.
  • The largest Stem seller in Q2 2024 was Alkeon Capital Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2024.