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Stem
STEM

Overview Fund Activity

232 hedge funds and large institutions have $817M invested in Stem in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 75 increasing their positions, 64 reducing their positions, and 35 closing their positions.

Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.74%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
50
Increased
75
Reduced
64
Closed
35
Calls
$23.8M
Puts
$17.1M
Net Calls
+$6.74M
Net Calls Change
-$21.4M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$54.6M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$12.9M
3
Millennium Management
3
Millennium Management
New York
$9.31M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$20.5M
5
TCA
5
Tortoise Capital Advisors
Kansas
$19.6M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$11.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.16M
3
Temasek Holdings
3
Temasek Holdings
Singapore
$0
4
BC
4
Burleson & Co
California
$1.37M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
201
TCI Wealth Advisors
Arizona
$3.93K -$535 -3 -12%
LOIM
202
Liberty One Investment Management
Illinois
$3.84K – – –
FA
203
Financial Avengers
California
$3.76K +$3.76K +21 New
BIA
204
Bell Investment Advisors
California
$3.66K – – –
CAS
205
Coppell Advisory Solutions
Texas
$3.58K +$3.58K +20 New
CASC
206
Coppell Advisory Solutions Corp
Texas
$3.58K +$3.58K +20 New
HI
207
Harbour Investments
Wisconsin
$3.04K +$3.04K +17 New
DAC
208
Dividend Assets Capital
South Carolina
$3K – – –
PA
209
PSI Advisors
Florida
$2.68K – – –
PFG
210
Piershale Financial Group
Illinois
$2.68K +$2.68K +15 New
BAM
211
Belpointe Asset Management
Nevada
$2.32K +$2.32K +13 New
CHC
212
City Holding Co
West Virginia
$2.24K – – –
RFS
213
Retirement Financial Solutions
Tennessee
$2.24K +$2.24K +13 New
GI
214
Gradient Investments
Minnesota
$2.12K – – –
BFEC
215
Benjamin F. Edwards & Company
Missouri
$2K – – –
RFG
216
RFP Financial Group
Georgia
$1.95K +$1.95K +11 New
AWM
217
Accel Wealth Management
Iowa
$1.79K – – –
EI
218
Ellevest Inc
New York
$1.4K – – –
LC
219
Lindbrook Capital
California
$1.4K +$1.4K +8 New
AFG
220
Albion Financial Group
Utah
$1.21K – – –
RG
221
Retirement Group
California
$1K – – –
MTIC
222
Missouri Trust & Investment Company
Missouri
$1K – – –
CT
223
Clearstead Trust
Maine
$1K – – –
IGWM
224
ICA Group Wealth Management
Colorado
$986 +$986 +5 New
TFA
225
Toth Financial Advisory
Virginia
$894 +$894 +5 New
7 8
9
10 11