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Stem
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Overview Fund Activity

225 hedge funds and large institutions have $665M invested in Stem in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-7
Holders Change %
-3.02%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
44
Increased
88
Reduced
58
Closed
47
Calls
$14M
Puts
$12.7M
Net Calls
+$1.33M
Net Calls Change
-$5.41M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$119M
2
Citadel Advisors
2
Citadel Advisors
Florida
$21.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$45.2M
5
Swedbank
5
Swedbank
Sweden
$4.64M

Top Sellers

1
ECP
1
Electron Capital Partners
New York
$0
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$0
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$0
4
TCA
4
Tortoise Capital Advisors
Kansas
$7.43M
5
GIPM
5
G2 Investment Partners Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
176
CKW Financial Group
Hawaii
$48K – – –
NA
177
NewEdge Advisors
Louisiana
$47.2K -$1.02K -9 -2%
MLICM
178
Metropolitan Life Insurance Company (MetLife)
New York
$45K -$5.66K -50 -11%
NFSG
179
Newbridge Financial Services Group
Florida
$25.8K – – –
VF
180
VitalStone Financial
Texas
$25K +$14.3K +39 +134%
BAM
181
Byrne Asset Management
New Jersey
$19K +$19K +170 New
WWP
182
WR Wealth Planners
Missouri
$15.9K +$15.9K +140 New
US Bancorp
183
US Bancorp
Minnesota
$12.3K +$2.5K +22 +26%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$12K -$5.16K -46 -30%
BC
185
BIT Capital
Germany
$10.4K +$10.4K +91 New
CA
186
Clearstead Advisors
Ohio
$10.2K +$10.2K +90 New
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.02K – – –
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$7K -$24.7K -208 -78%
AAS
189
Ameritas Advisory Services
Nebraska
$6.51K +$6.51K +67 New
AF
190
Allworth Financial
California
$6.32K +$1.13K +10 +22%
FHA
191
First Horizon Advisors
Tennessee
$6.25K -$455 -4 -7%
CAL
192
Capital Analysts LLC
Pennsylvania
$6K +$1.37K +13 +30%
SSB
193
Sandy Spring Bank
Maryland
$3.97K – – –
IWP
194
IAG Wealth Partners
Wisconsin
$3.97K – – –
GWM
195
Geneos Wealth Management
Colorado
$3.69K -$112 -1 -3%
TWA
196
TCI Wealth Advisors
Arizona
$3.33K +$805 +7 +32%
DAC
197
Dividend Assets Capital
South Carolina
$3K – – –
HPC
198
HM Payson & Co
Maine
$2.84K – – –
OIA
199
Optimum Investment Advisors
Illinois
$2.84K – – –
SIS
200
Strategic Investment Solutions
Illinois
$2.84K +$2.84K +25 New
6 7
8
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