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Stem
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Overview Fund Activity

223 hedge funds and large institutions have $590M invested in Stem in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
42
Increased
87
Reduced
58
Closed
42
Calls
$24M
Puts
$21M
Net Calls
+$2.95M
Net Calls Change
+$1.62M

Top Buyers

1
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$17.6M
2
ECP
Electron Capital Partners
New York
$17.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$60.8M
4
BlackRock
BlackRock
New York
$60.5M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$16M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.55M
2
ECA
Encompass Capital Advisors
New York
$0
3
TCA
Tortoise Capital Advisors
Kansas
$0
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$429K
5
Millennium Management
Millennium Management
New York
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
176
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.5K +$8.37K +73 +103%
WWP
177
WR Wealth Planners
Missouri
$16K – – –
IA
178
IFP Advisors
Florida
$12.3K +$342 +3 +3%
CA
179
Clearstead Advisors
Ohio
$11.4K +$1.14K +10 +11%
BC
180
BIT Capital
Germany
$10.4K – – –
PI
181
PineBridge Investments
New York
$9.79K +$9.79K +86 New
NFSG
182
Newbridge Financial Services Group
Florida
$8.58K -$17.4K -152 -67%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$7K -$5.7K -48 -45%
AF
184
Allworth Financial
California
$6.64K +$229 +2 +4%
QT
185
Quantbot Technologies
New York
$6.24K +$6.24K +55 New
CAL
186
Capital Analysts LLC
Pennsylvania
$6K – – –
WWM
187
Wolff Wiese Magana
California
$5.72K +$5.72K +50 New
GWM
188
Geneos Wealth Management
Colorado
$4.4K +$678 +6 +18%
SSB
189
Sandy Spring Bank
Maryland
$4K – – –
IWP
190
IAG Wealth Partners
Wisconsin
$4K – – –
S
191
SignatureFD
Georgia
$3.86K +$3.52K +31 +1,033%
JWM
192
Janiczek Wealth Management
Colorado
$3.09K – – –
VF
193
VitalStone Financial
Texas
$3K -$4.03K -39 -57%
HPC
194
HM Payson & Co
Maine
$2.86K – – –
OIA
195
Optimum Investment Advisors
Illinois
$2.86K – – –
SIS
196
Strategic Investment Solutions
Illinois
$2.77K – – –
VCM
197
Versant Capital Management
Arizona
$2.76K +$2.76K +24 New
SHIM
198
Stone House Investment Management
Pennsylvania
$2.74K +$571 +5 +26%
PFG
199
Piershale Financial Group
Illinois
$2.57K – – –
RTL
200
Red Tortoise LLC
Georgia
$2.03K +$2.03K +18 New
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