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Stem
STEM

204 hedge funds and large institutions have $1.46B invested in Stem in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 79 increasing their positions, 37 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 37

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

45% more call options, than puts

Call options by funds: $30.5M | Put options by funds: $21M

18% more funds holding

Funds holding: 173 → 204 (+31)

4% more capital invested

Capital invested by funds: $1.41B → $1.46B (+$51.9M)

0.33% more ownership

Funds ownership: 2.35% → 2.67% (+0.33%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
204
Holders Change
+31
Holders Change %
+17.92%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
71
Increased
79
Reduced
37
Closed
36
Calls
$30.5M
Puts
$21M
Net Calls
+$9.52M
Net Calls Change
+$21.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$69.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$41.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$36.2M
4
Morgan Stanley
Morgan Stanley
New York
+$27.1M
5
ECP
Electron Capital Partners
New York
+$27.1M

Top Sellers

1
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$48.6M
2
Temasek Holdings
Temasek Holdings
Singapore
-$40.1M
3
GE
General Electric
Ohio
-$20M
4
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$13.1M
5
Renaissance Technologies
Renaissance Technologies
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
176
First Manhattan
New York
$9K +$10.8K +25 New
Federated Hermes
177
Federated Hermes
Pennsylvania
$8K +$9.1K +21 New
FHA
178
First Horizon Advisors
Tennessee
$7K +$1.73K +4 +25%
SSB
179
Sandy Spring Bank
Maryland
$6K -$3.03K -7 -32%
DAC
180
Dividend Assets Capital
South Carolina
$6K – – –
AWM
181
Accel Wealth Management
Iowa
$6K +$4.33K +10 +200%
HI
182
Harbour Investments
Wisconsin
$4K -$9.97K -23 -70%
BFEC
183
Benjamin F. Edwards & Company
Missouri
$4K – – –
MWM
184
Mascoma Wealth Management
New Hampshire
$4K +$4.33K +10 New
GI
185
Gradient Investments
Minnesota
$4K +$5.2K +12 New
TCWM
186
Total Clarity Wealth Management
Illinois
$3K – – –
AFG
187
Albion Financial Group
Utah
$3K +$3.03K +7 New
BAM
188
Byrne Asset Management
New Jersey
$3K +$3.03K +7 New
QCG
189
Quadrant Capital Group
Ohio
$2K -$433 -1 -17%
CHC
190
City Holding Co
West Virginia
$2K +$5.63K +13 New
GEA
191
Glen Eagle Advisors
New Jersey
$1.14K -$4.33K -10 -77%
Manulife (Manufacturers Life Insurance)
192
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.01K +$629K +1,451 +120%
BCV
193
Banque Cantonale Vaudoise
Switzerland
$1K – – –
HWM
194
HighMark Wealth Management
Minnesota
$1K – – –
AssetMark Inc
195
AssetMark Inc
California
$1K +$867 +2 New
BA
196
Bivin & Associates
Oklahoma
$1K +$1.3K +3 New
MTIC
197
Missouri Trust & Investment Company
Missouri
$1K +$1.3K +3 New
TC
198
TAP Consulting
Missouri
$1K +$1.3K +3 New
TFA
199
Toth Financial Advisory
Virginia
$1K +$1.3K +3 New
PCH
200
Polar Capital Holdings
United Kingdom
$215 +$245K +566 New
6 7
8
9 10

STEM Hedge Fund Activity: Q4 2021 in Review

204 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q4 2021, worth a combined $1.46B — up 3.7% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new STEM positions and 36 closed out — a net gain of 35 holders — while 79 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $69.7M. The largest seller was Ontario Teachers' Pension Plan Board, cutting an estimated $48.6M.

  • 204 institutional investors held Stem (STEM) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $1.46B of Stem stock for Q4 2021, up 3.7% quarter-over-quarter.
  • 71 funds opened new Stem positions in Q4 2021 and 36 closed out, a net change of +35 holders.
  • The largest Stem buyer in Q4 2021 was BlackRock, an estimated $69.7M added.
  • The largest Stem seller in Q4 2021 was Ontario Teachers' Pension Plan Board, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2021.