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Stem
STEM

225 hedge funds and large institutions have $593M invested in Stem in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 59 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 59

14% more call options, than puts

Call options by funds: $24M | Put options by funds: $21M

0.15% more ownership

Funds ownership: 3.18% → 3.33% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 42

1% less funds holding

Funds holding: 227 → 225 (-2)

11% less capital invested

Capital invested by funds: $668M → $593M (-$74.7M)

Holders
225
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
3.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
42
Increased
88
Reduced
59
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
+$15.2M
2
ECP
Electron Capital Partners
New York
+$15.2M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$13.2M
4
BlackRock
BlackRock
New York
+$6.27M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$5.79M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$17.5M
2
ECA
Encompass Capital Advisors
New York
-$12.5M
3
TCA
Tortoise Capital Advisors
Kansas
-$7.43M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$6M
5
Millennium Management
Millennium Management
New York
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
201
Piershale Financial Group
Illinois
$2.57K – – –
RTL
202
Red Tortoise LLC
Georgia
$2.03K +$1.79K +18 New
GGHC
203
Gilder Gagnon Howe & Co
New York
$1.86K +$1.59K +16 New
RG
204
Retirement Group
California
$1.78K – – –
PA
205
PSI Advisors
Florida
$1.72K – – –
FHA
206
First Horizon Advisors
Tennessee
$1.45K -$4.17K -42 -76%
CHC
207
City Holding Co
West Virginia
$1.43K – – –
PA
208
Parallel Advisors
California
$1.41K +$695 +7 +140%
TAM
209
Tucker Asset Management
Colorado
$1.38K – – –
BIA
210
Bell Investment Advisors
California
$1.33K – – –
RFG
211
RFP Financial Group
Georgia
$1.25K +$1.09K +11 New
BCM
212
Bourgeon Capital Management
Connecticut
$1.14K +$993 +10 New
SS
213
Sunbelt Securities
Texas
$1.14K +$993 +10 New
BFEC
214
Benjamin F. Edwards & Company
Missouri
$1K – – –
Toronto Dominion Bank
215
Toronto Dominion Bank
Ontario, Canada
$1K +$993 +10 New
EC
216
Elequin Capital
New York
$892 +$794 +8 New
AFG
217
Albion Financial Group
Utah
$773 – – –
SIS
218
Sound Income Strategies
Florida
$698 – – –
CT
219
Clearstead Trust
Maine
$572 – – –
IGWM
220
ICA Group Wealth Management
Colorado
$572 – – –
MTIC
221
Missouri Trust & Investment Company
Missouri
$315 – – –
QCG
222
Quadrant Capital Group
Ohio
$309 +$199 +2 +200%
CA
223
Crewe Advisors
Utah
$132 +$99 +1 New
VAG
224
VisionPoint Advisory Group
Texas
$29 – – –
EAM
225
Eukles Asset Management
Ohio
$6 – – –
7 8
9
10 11

STEM Hedge Fund Activity: Q2 2023 in Review

225 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q2 2023, worth a combined $593M — down 11% from $668M a quarter earlier.

Fund positioning in STEM was balanced in Q2 2023: 42 funds opened new positions, 42 closed out, 88 added to existing stakes and 59 trimmed.

The largest buyer was BNP Paribas Asset Management, opening a new position worth an estimated $15.2M. The largest seller was Citadel Advisors, cutting an estimated $17.5M.

  • 225 institutional investors held Stem (STEM) as of Q2 2023, down from 227 in Q1 2023.
  • Funds reported $593M of Stem stock for Q2 2023, down 11% quarter-over-quarter.
  • 42 funds opened new Stem positions in Q2 2023 and 42 closed out, a net change of 0 holders.
  • The largest Stem buyer in Q2 2023 was BNP Paribas Asset Management, an estimated $15.2M added.
  • The largest Stem seller in Q2 2023 was Citadel Advisors, an estimated $17.5M sold.

Based on aggregated 13F filings for Q2 2023.