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224 hedge funds and large institutions have $460M invested in Stem in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $21.5M

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.15% more ownership

Funds ownership: 3.33%3.48% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

0% less funds holding

Funds holding: 225224 (-1)

22% less capital invested

Capital invested by funds: $593M → $460M (-$133M)

Holders
224
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
71
Reduced
71
Closed
32
Calls
$24.3M
Puts
$21.5M
Net Calls
+$2.81M
Net Calls Change
-$136K
Name Holding Trade Value Shares
Change
Change in
Stake
WWP
176
WR Wealth Planners
Missouri
$11.9K
IA
177
IFP Advisors
Florida
$8.9K -$343 -3 -3%
VCM
178
Versant Capital Management
Arizona
$7.33K +$7.2K +63 +263%
CAL
179
Capital Analysts LLC
Pennsylvania
$5K -$343 -3 -5%
AF
180
Allworth Financial
California
$4.92K
WWM
181
Wolff Wiese Magana
California
$4.24K
CAS
182
Coppell Advisory Solutions
Texas
$3.58K +$2.28K +20 New
GWM
183
Geneos Wealth Management
Colorado
$3.27K
CG
184
Cutler Group
California
$3K -$20.3K -178 -82%
IWP
185
IAG Wealth Partners
Wisconsin
$2.97K
SSB
186
Sandy Spring Bank
Maryland
$2.97K
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$2.97K +$4K +35 New
S
188
SignatureFD
Georgia
$2.93K +$114 +1 +3%
Allspring Global Investments
189
Allspring Global Investments
North Carolina
$2.69K +$3.65K +32 New
JWM
190
Janiczek Wealth Management
Colorado
$2.29K
HPC
191
HM Payson & Co
Maine
$2.12K
OIA
192
Optimum Investment Advisors
Illinois
$2.12K
SHIM
193
Stone House Investment Management
Pennsylvania
$2.03K
Lazard Asset Management
194
Lazard Asset Management
New York
$2K +$2.85K +25 New
QCG
195
Quadrant Capital Group
Ohio
$2K +$2.4K +21 +700%
RCA
196
Reitz Capital Advisors
Michigan
$1.92K +$2.85K +25 New
RTL
197
Red Tortoise LLC
Georgia
$1.5K
RG
198
Retirement Group
California
$1.32K
PA
199
PSI Advisors
Florida
$1.27K
PA
200
Parallel Advisors
California
$1.24K +$343 +3 +25%

STEM Hedge Fund Activity: Q3 2023 in Review

224 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q3 2023, worth a combined $460M — down 22% from $593M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new STEM positions and 32 closed out — a net gain of 1 holder — while 71 added to existing stakes and 71 trimmed.

The largest buyer was BNP Paribas Asset Management, adding an estimated $18.7M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $9.2M sold.

  • 224 institutional investors held Stem (STEM) as of Q3 2023, down from 225 in Q2 2023.
  • Funds reported $460M of Stem stock for Q3 2023, down 22% quarter-over-quarter.
  • 33 funds opened new Stem positions in Q3 2023 and 32 closed out, a net change of +1 holder.
  • The largest Stem buyer in Q3 2023 was BNP Paribas Asset Management, an estimated $18.7M added.
  • The largest Stem seller in Q3 2023 was William Blair Investment Management, an estimated $9.2M sold.

Based on aggregated 13F filings for Q3 2023.