STEM icon

Stem
STEM

Overview Fund Activity

223 hedge funds and large institutions have $590M invested in Stem in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
42
Increased
87
Reduced
58
Closed
42
Calls
$24M
Puts
$21M
Net Calls
+$2.95M
Net Calls Change
+$1.62M

Top Buyers

1
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$17.6M
2
ECP
Electron Capital Partners
New York
$17.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$60.8M
4
BlackRock
BlackRock
New York
$60.5M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$16M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.55M
2
ECA
Encompass Capital Advisors
New York
$0
3
TCA
Tortoise Capital Advisors
Kansas
$0
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$429K
5
Millennium Management
Millennium Management
New York
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGHC
201
Gilder Gagnon Howe & Co
New York
$1.87K +$1.87K +16 New
RG
202
Retirement Group
California
$1.79K – – –
PA
203
PSI Advisors
Florida
$1.72K – – –
FHA
204
First Horizon Advisors
Tennessee
$1.45K -$4.69K -42 -76%
CHC
205
City Holding Co
West Virginia
$1.43K – – –
PA
206
Parallel Advisors
California
$1.41K +$824 +7 +140%
TAM
207
Tucker Asset Management
Colorado
$1.38K – – –
BIA
208
Bell Investment Advisors
California
$1.33K – – –
RFG
209
RFP Financial Group
Georgia
$1.25K +$1.25K +11 New
BCM
210
Bourgeon Capital Management
Connecticut
$1.14K +$1.14K +10 New
SS
211
Sunbelt Securities
Texas
$1.14K +$1.14K +10 New
BFEC
212
Benjamin F. Edwards & Company
Missouri
$1K – – –
Toronto Dominion Bank
213
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +10 New
EC
214
Elequin Capital
New York
$892 +$892 +8 New
AFG
215
Albion Financial Group
Utah
$773 – – –
SIS
216
Sound Income Strategies
Florida
$698 – – –
CT
217
Clearstead Trust
Maine
$572 – – –
IGWM
218
ICA Group Wealth Management
Colorado
$572 – – –
MTIC
219
Missouri Trust & Investment Company
Missouri
$315 – – –
QCG
220
Quadrant Capital Group
Ohio
$309 +$206 +2 +200%
CA
221
Crewe Advisors
Utah
$132 +$132 +1 New
VAG
222
VisionPoint Advisory Group
Texas
$29 – – –
EAM
223
Eukles Asset Management
Ohio
$6 -$6 – –
ECA
224
Encompass Capital Advisors
New York
– -$12.5M -110,441 Closed
TCA
225
Tortoise Capital Advisors
Kansas
– -$7.43M -65,528 Closed
7 8
9
10 11