We are live on ! Find out more
STEM icon

Stem
STEM

173 hedge funds and large institutions have $1.41B invested in Stem in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

14% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 44

3% more funds holding

Funds holding: 168 → 173 (+5)

0.26% more ownership

Funds ownership: 2.09% → 2.35% (+0.26%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

25% less capital invested

Capital invested by funds: $1.89B → $1.41B (-$476M)

25% less call options, than puts

Call options by funds: $35.3M | Put options by funds: $47.2M

Holders
173
Holders Change
+5
Holders Change %
+2.98%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
50
Increased
53
Reduced
44
Closed
44
Calls
$35.3M
Puts
$47.2M
Net Calls
-$12M
Net Calls Change
+$361K

Top Buyers

1
GE
General Electric
Ohio
+$62.1M
2
Invesco
Invesco
Georgia
+$58.1M
3
AA
ALPS Advisors
Colorado
+$31.3M
4
First Trust Advisors
First Trust Advisors
Illinois
+$26.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$20.1M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$64.8M
2
LCG
Luxor Capital Group
New York
-$50.4M
3
SIG
Senator Investment Group
New York
-$20.4M
4
BlackRock
BlackRock
New York
-$18.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$16.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
201
Meeder Asset Management
Ohio
– -$220K -306 Closed
KPWS
202
Kestra Private Wealth Services
Texas
– -$215K -299 Closed
FIA
203
FNY Investment Advisers
New York
– -$187K -260 Closed
SC
204
Sculptor Capital
New York
– -$180K -250 Closed
PVH
205
Psagot Value Holdings
Israel
– -$65K -90 Closed
MIM
206
Macroview Investment Management
Maryland
– -$26K -36 Closed
PA
207
Parallel Advisors
California
– -$24K -34 Closed
CWC
208
Carolinas Wealth Consulting
North Carolina
– -$18K -25 Closed
GAM
209
Gemmer Asset Management
California
– -$6K -9 Closed
MSFP
210
Mark Sheptoff Financial Planning
Connecticut
– -$5K -8 Closed
CFGS
211
Concourse Financial Group Securities
Alabama
– -$3.68K -7 Closed
TWM
212
Tradition Wealth Management
Minnesota
– -$4K -5 Closed
FFG
213
Ford Financial Group
California
– -$1K -3 Closed
PGWM
214
Parisi Gray Wealth Management
New Jersey
– -$2K -3 Closed
FPFS
215
First Personal Financial Services
North Carolina
– -$1K -2 Closed
EBA
216
Eagle Bay Advisors
New York
– +$526 +1 New
5 6 7 8
9

STEM Hedge Fund Activity: Q3 2021 in Review

173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q3 2021, worth a combined $1.41B — down 25% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new STEM positions and 44 closed out — a net gain of 6 holders — while 53 added to existing stakes and 44 trimmed.

The largest buyer was General Electric, opening a new position worth an estimated $62.1M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $64.8M sold.

  • 173 institutional investors held Stem (STEM) as of Q3 2021, up from 168 in Q2 2021.
  • Funds reported $1.41B of Stem stock for Q3 2021, down 25% quarter-over-quarter.
  • 50 funds opened new Stem positions in Q3 2021 and 44 closed out, a net change of +6 holders.
  • The largest Stem buyer in Q3 2021 was General Electric, an estimated $62.1M added.
  • The largest Stem seller in Q3 2021 was Adage Capital Partners, an estimated $64.8M sold.

Based on aggregated 13F filings for Q3 2021.