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Stem
STEM

Overview Fund Activity

225 hedge funds and large institutions have $665M invested in Stem in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-7
Holders Change %
-3.02%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
44
Increased
88
Reduced
58
Closed
47
Calls
$14M
Puts
$12.7M
Net Calls
+$1.33M
Net Calls Change
-$5.41M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$119M
2
Citadel Advisors
2
Citadel Advisors
Florida
$21.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$45.2M
5
Swedbank
5
Swedbank
Sweden
$4.64M

Top Sellers

1
ECP
1
Electron Capital Partners
New York
$0
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$0
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$0
4
TCA
4
Tortoise Capital Advisors
Kansas
$7.43M
5
GIPM
5
G2 Investment Partners Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Mascoma Wealth Management
New Hampshire
$2.62K – – –
PFG
202
Piershale Financial Group
Illinois
$2.55K +$888 +8 +53%
JWM
203
Janiczek Wealth Management
Colorado
$2.53K +$2.53K +27 New
FA
204
Financial Avengers
California
$2.38K – – –
SHIM
205
Stone House Investment Management
Pennsylvania
$2.15K +$2.15K +19 New
RG
206
Retirement Group
California
$2K +$1K +8 +100%
PA
207
PSI Advisors
Florida
$1.7K – – –
BAM
208
Belpointe Asset Management
Nevada
$1.47K – – –
CHC
209
City Holding Co
West Virginia
$1.42K – – –
TAM
210
Tucker Asset Management
Colorado
$1.37K +$1.37K +12 New
GI
211
Gradient Investments
Minnesota
$1.34K – – –
BIA
212
Bell Investment Advisors
California
$1.32K -$877 -8 -40%
AA
213
Ancora Advisors
Ohio
$1.11K +$1.11K +10 New
BFEC
214
Benjamin F. Edwards & Company
Missouri
$1K – – –
AFG
215
Albion Financial Group
Utah
$766 – – –
SIS
216
Sound Income Strategies
Florida
$692 +$692 +6 New
CT
217
Clearstead Trust
Maine
$567 – – –
IGWM
218
ICA Group Wealth Management
Colorado
$567 – – –
PA
219
Parallel Advisors
California
$561 – – –
Commonwealth Equity Services
220
Commonwealth Equity Services
Massachusetts
$316 +$27 +236 +9%
MTIC
221
Missouri Trust & Investment Company
Missouri
$312 – – –
S
222
SignatureFD
Georgia
$295 +$98 +1 +50%
HI
223
Harbour Investments
Wisconsin
$255 -$1.91K -15 -88%
QCG
224
Quadrant Capital Group
Ohio
$91 -$4.19K -46 -98%
EAM
225
Eukles Asset Management
Ohio
$6 – – –
7 8
9
10 11