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Stem
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Overview Fund Activity

209 hedge funds and large institutions have $211M invested in Stem in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-12
Holders Change %
-5.43%
% of All Funds
3.03%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
66
Reduced
71
Closed
38
Calls
$2.75M
Puts
$3.2M
Net Calls
-$451K
Net Calls Change
-$2.29M

Top Buyers

1
HHAM
HITE Hedge Asset Management
Massachusetts
$6.71M
2
CP
CenterBook Partners
Connecticut
$4.07M
3
BA
Bridgewater Associates
Connecticut
$2.95M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$27.2M
5
AAP
Ardsley Advisory Partners
Connecticut
$4.95M

Top Sellers

1
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$7.87M
2
Vanguard Group
Vanguard Group
Pennsylvania
$17.9M
3
VanEck Associates
VanEck Associates
New York
$0
4
YCM
Yaupon Capital Management
New York
$0
5
Morgan Stanley
Morgan Stanley
New York
$3.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Parallel Advisors
California
$1.16K +$860 +20 +286%
FFA
177
Farther Finance Advisors
California
$1.1K +$295 +7 +37%
GWM
178
Geneos Wealth Management
Colorado
$1.1K -$613 -14 -36%
HPC
179
HM Payson & Co
Maine
$1.1K – – –
OIA
180
Optimum Investment Advisors
Illinois
$1.1K – – –
CA
181
CoreCap Advisors
Michigan
$1.1K +$1.1K +25 New
VF
182
VitalStone Financial
Texas
$1K -$1K -13 -50%
NMM
183
Naples Money Management
Florida
$948 – – –
Russell Investments Group
184
Russell Investments Group
United Kingdom
$929 +$619 +14 +200%
HI
185
Harbour Investments
Wisconsin
$780 – – –
HGERS
186
Householder Group Estate & Retirement Specialist
Arizona
$657 -$14K -319 -96%
PA
187
PSI Advisors
Florida
$657 – – –
SA
188
Scarborough Advisors
Maryland
$657 – – –
MSG
189
Main Street Group
Virginia
$633 – – –
GEA
190
Glen Eagle Advisors
New Jersey
$580 +$580 +13 New
TAM
191
Tucker Asset Management
Colorado
$530 – – –
RA
192
Rise Advisors
New York
$517 – – –
RFG
193
RFP Financial Group
Georgia
$477 – – –
SS
194
Sunbelt Securities
Texas
$438 – – –
Allspring Global Investments
195
Allspring Global Investments
North Carolina
$411 +$411 +9 New
RG
196
Retirement Group
California
$355 – – –
Toronto Dominion Bank
197
Toronto Dominion Bank
Ontario, Canada
$344 +$344 +8 New
AF
198
Advisornet Financial
Minnesota
$329 +$329 +8 New
QCG
199
Quadrant Capital Group
Ohio
$322 -$6.53K -142 -95%
AFG
200
Albion Financial Group
Utah
$296 – – –
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