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149 hedge funds and large institutions have $19.9M invested in Stem in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $400K | Put options by funds: $329K

0.71% less ownership

Funds ownership: 2.46%1.75% (-0.71%)

18% less funds holding

Funds holding: 182149 (-33)

24% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 49

55% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 55

78% less capital invested

Capital invested by funds: $88.6M → $19.9M (-$68.7M)

Holders
149
Holders Change
-33
Holders Change %
-18.13%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
37
Reduced
49
Closed
55
Calls
$400K
Puts
$329K
Net Calls
+$71K
Net Calls Change
+$518K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Perigon Wealth Management
California
-$16.7K -752 Closed
LPL Financial
177
LPL Financial
California
-$15.3K -688 Closed
EI
178
Ethic Inc
New York
-$13.7K -619 Closed
PEP
179
Pickering Energy Partners
Texas
-$13.2K -593 Closed
Mariner
180
Mariner
Kansas
-$11.8K -532 Closed
MWM
181
Meridian Wealth Management
Kentucky
-$11.5K -519 Closed
UIA
182
Ulland Investment Advisors
Minnesota
-$11K -500 Closed
RAM
183
Resona Asset Management
Japan
-$10.6K -468 Closed
TFIPS
184
Towarzystwo Funduszy Inwestycyjnych PZU SA
-$7.77K -350 Closed
RWMG
185
Redwood Wealth Management Group
New Jersey
-$6.07K -274 Closed
BTI
186
Blue Trust Inc
Georgia
-$5.91K -135 Closed
SAM
187
Smartleaf Asset Management
Massachusetts
-$2.34K -102 Closed
CAL
188
Capital Analysts LLC
Pennsylvania
-$1K -54 Closed
MG
189
Mather Group
Illinois
-$2.19K -50 Closed
FNWA
190
Financial Network Wealth Advisors
Utah
-$807 -36 Closed
CC
191
Cypress Capital
Tennessee
-$777 -35 Closed
SSB
192
Sandy Spring Bank
Maryland
-$777 -35 Closed
GWM
193
Geneos Wealth Management
Colorado
-$555 -25 Closed
OIA
194
Optimum Investment Advisors
Illinois
-$555 -25 Closed
MSG
195
Main Street Group
Virginia
-$312 -15 Closed
GI
196
GAMMA Investing
California
-$276 -12 Closed
RFG
197
RFP Financial Group
Georgia
-$242 -11 Closed
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
-$175 -8 Closed
EWA
199
EverSource Wealth Advisors
Alabama
-$109 -4 Closed
AF
200
Aviso Financial
Ontario, Canada
-$55 -3 Closed

STEM Hedge Fund Activity: Q3 2024 in Review

149 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q3 2024, worth a combined $19.9M — down 78% from $88.6M a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of STEM and 25 opened new positions — a net loss of 30 holders — while 49 trimmed existing stakes and 37 added.

The largest buyer was ExodusPoint Capital Management, opening a new position worth an estimated $2.05M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $14.9M sold.

  • 149 institutional investors held Stem (STEM) as of Q3 2024, down from 182 in Q2 2024.
  • Funds reported $19.9M of Stem stock for Q3 2024, down 78% quarter-over-quarter.
  • 25 funds opened new Stem positions in Q3 2024 and 55 closed out, a net change of -30 holders.
  • The largest Stem buyer in Q3 2024 was ExodusPoint Capital Management, an estimated $2.05M added.
  • The largest Stem seller in Q3 2024 was Schroder Investment Management Group, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2024.