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168 hedge funds and large institutions have $1.89B invested in Stem in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more capital invested

Capital invested by funds: $360M → $1.89B (+$1.53B)

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

181% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 32

91% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 22

53% more funds holding

Funds holding: 110168 (+58)

0.29% more ownership

Funds ownership: 1.79%2.09% (+0.29%)

6% less call options, than puts

Call options by funds: $198M | Put options by funds: $210M

Holders
168
Holders Change
+58
Holders Change %
+52.73%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
90
Increased
42
Reduced
22
Closed
32
Calls
$198M
Puts
$210M
Net Calls
-$12.3M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
176
Wellington Management Group
Massachusetts
-$2.16M -4,072 Closed
PHK
177
Point72 Hong Kong
Hong Kong
-$1.43M -2,688 Closed
Wolverine Trading
178
Wolverine Trading
Illinois
-$826K -1,518 Closed
IMC Chicago
179
IMC Chicago
Illinois
-$687K -1,292 Closed
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
-$603K -1,134 Closed
HF
181
HRT Financial
New York
-$547K -1,031 Closed
SC
182
Saltoro Capital
Texas
-$439K -827 Closed
KOC
183
Koss-Olinger Consulting
Florida
-$346K -650 Closed
WCA
184
Waratah Capital Advisors
Ontario, Canada
-$317K -595 Closed
HighTower Advisors
185
HighTower Advisors
Illinois
-$246K -462 Closed
Simplex Trading
186
Simplex Trading
Illinois
-$248K -455 Closed
CB
187
Commerce Bank
Missouri
-$222K -418 Closed
HIIFS
188
Harel Insurance Investments & Financial Services
Israel
-$533K -300 Closed
MA
189
MCF Advisors
Kentucky
-$66K -125 Closed
PMFA
190
Plante Moran Financial Advisors
Michigan
-$53K -100 Closed
SNT
191
Security National Trust
West Virginia
-$53K -100 Closed
WT
192
Washington Trust
Rhode Island
-$40K -75 Closed
BWP
193
Baldwin Wealth Partners
Massachusetts
-$27K -50 Closed
MIFH
194
Migdal Insurance & Financial Holdings
Israel
-$19K -35 Closed
SSB
195
Sandy Spring Bank
Maryland
-$18K -33 Closed
SWM
196
Spire Wealth Management
Virginia
-$11K -20 Closed
Cohen & Steers
197
Cohen & Steers
New York
-$2K -4 Closed
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
-$2K -3 Closed

STEM Hedge Fund Activity: Q2 2021 in Review

168 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q2 2021, worth a combined $1.89B — up 424% from $360M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new STEM positions and 32 closed out — a net gain of 58 holders — while 42 added to existing stakes and 22 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $268M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $24.3M sold.

  • 168 institutional investors held Stem (STEM) as of Q2 2021, up from 110 in Q1 2021.
  • Funds reported $1.89B of Stem stock for Q2 2021, up 424% quarter-over-quarter.
  • 90 funds opened new Stem positions in Q2 2021 and 32 closed out, a net change of +58 holders.
  • The largest Stem buyer in Q2 2021 was Vanguard Group, an estimated $268M added.
  • The largest Stem seller in Q2 2021 was Susquehanna International Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2021.