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182 hedge funds and large institutions have $88.6M invested in Stem in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

0.6% less ownership

Funds ownership: 3.06%2.46% (-0.6%)

13% less funds holding

Funds holding: 210182 (-28)

27% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.63M

45% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 55

58% less capital invested

Capital invested by funds: $212M → $88.6M (-$124M)

Holders
182
Holders Change
-28
Holders Change %
-13.33%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
56
Reduced
48
Closed
55
Calls
$1.19M
Puts
$1.63M
Net Calls
-$447K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
176
Rothschild Investment LLC
Illinois
$72 +$88 +3 New
MTIC
177
Missouri Trust & Investment Company
Missouri
$61
GI
178
Gradient Investments
Minnesota
$58 +$88 +3 New
AF
179
Aviso Financial
Ontario, Canada
$55 +$88 +3 New
FCA
180
FinTrust Capital Advisors
South Carolina
$19
VAG
181
VisionPoint Advisory Group
Texas
$6
Alkeon Capital Management
182
Alkeon Capital Management
New York
-$15.7M -359,431 Closed
BNP Paribas Asset Management
183
BNP Paribas Asset Management
France
-$7.87M -179,628 Closed
HHAM
184
HITE Hedge Asset Management
Massachusetts
-$6.71M -153,268 Closed
Wellington Management Group
185
Wellington Management Group
Massachusetts
-$5.12M -116,980 Closed
CP
186
CenterBook Partners
Connecticut
-$4.07M -92,911 Closed
Amundi
187
Amundi
France
-$757K -23,791 Closed
NWM
188
Nicola Wealth Management
British Columbia, Canada
-$876K -20,000 Closed
AA
189
ALPS Advisors
Colorado
-$849K -19,386 Closed
Citadel Advisors
190
Citadel Advisors
Florida
-$505K -17,234 Closed
SM
191
Skaana Management
New York
-$499K -17,044 Closed
Swiss National Bank
192
Swiss National Bank
Switzerland
-$639K -14,585 Closed
SI
193
Symmetry Investments
Jersey
-$572K -13,063 Closed
B
194
Bailard
California
-$518K -11,838 Closed
Mirae Asset Global Investments
195
Mirae Asset Global Investments
South Korea
-$1.39M -11,129 Closed
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
-$210K -4,791 Closed
QT
197
Quantbot Technologies
New York
-$171K -3,897 Closed
Janus Henderson Group
198
Janus Henderson Group
United Kingdom
-$164K -3,744 Closed
ECM
199
ExodusPoint Capital Management
New York
-$158K -3,597 Closed
AIG
200
American International Group
New York
-$154K -3,511 Closed

STEM Hedge Fund Activity: Q2 2024 in Review

182 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q2 2024, worth a combined $88.6M — down 58% from $212M a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of STEM and 30 opened new positions — a net loss of 25 holders — while 48 trimmed existing stakes and 56 added.

The largest buyer was SIR Capital Management, adding an estimated $1.77M. The largest seller was Alkeon Capital Management, exiting entirely with an estimated $15.7M sold.

  • 182 institutional investors held Stem (STEM) as of Q2 2024, down from 210 in Q1 2024.
  • Funds reported $88.6M of Stem stock for Q2 2024, down 58% quarter-over-quarter.
  • 30 funds opened new Stem positions in Q2 2024 and 55 closed out, a net change of -25 holders.
  • The largest Stem buyer in Q2 2024 was SIR Capital Management, an estimated $1.77M added.
  • The largest Stem seller in Q2 2024 was Alkeon Capital Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2024.