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224 hedge funds and large institutions have $460M invested in Stem in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $21.5M

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.15% more ownership

Funds ownership: 3.33%3.48% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

0% less funds holding

Funds holding: 225224 (-1)

22% less capital invested

Capital invested by funds: $593M → $460M (-$133M)

Holders
224
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
71
Reduced
71
Closed
32
Calls
$24.3M
Puts
$21.5M
Net Calls
+$2.81M
Net Calls Change
-$136K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$1.08K
CHC
202
City Holding Co
West Virginia
$1.06K
TAM
203
Tucker Asset Management
Colorado
$1.03K
RA
204
Rise Advisors
New York
$1K +$1.37K +12 New
VF
205
VitalStone Financial
Texas
$1K -$343 -3 -10%
BFEC
206
Benjamin F. Edwards & Company
Missouri
$1K
BIA
207
Bell Investment Advisors
California
$984
RFG
208
RFP Financial Group
Georgia
$924
BCM
209
Bourgeon Capital Management
Connecticut
$848
SS
210
Sunbelt Securities
Texas
$848
Toronto Dominion Bank
211
Toronto Dominion Bank
Ontario, Canada
$823
OP
212
ORG Partners
Indiana
$636 +$914 +8 New
AFG
213
Albion Financial Group
Utah
$573
QPBE
214
Quintet Private Bank (Europe)
Luxembourg
$530 +$685 +6 New
SIS
215
Sound Income Strategies
Florida
$424 -$114 -1 -17%
CT
216
Clearstead Trust
Maine
$424
Russell Investments Group
217
Russell Investments Group
United Kingdom
$322 +$457 +4 New
LC
218
Lindbrook Capital
California
$314 +$457 +4 New
MTIC
219
Missouri Trust & Investment Company
Missouri
$233
Citadel Advisors
220
Citadel Advisors
Florida
$170 -$1.55M -13,588 -100%
CA
221
Crewe Advisors
Utah
$119
FCA
222
FinTrust Capital Advisors
South Carolina
$73 +$114 +1 New
CYG
223
Clean Yield Group
Vermont
$41 +$114 +1 New
VAG
224
VisionPoint Advisory Group
Texas
$21
EAM
225
Eukles Asset Management
Ohio
$4

STEM Hedge Fund Activity: Q3 2023 in Review

224 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q3 2023, worth a combined $460M — down 22% from $593M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new STEM positions and 32 closed out — a net gain of 1 holder — while 71 added to existing stakes and 71 trimmed.

The largest buyer was BNP Paribas Asset Management, adding an estimated $18.7M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $9.2M sold.

  • 224 institutional investors held Stem (STEM) as of Q3 2023, down from 225 in Q2 2023.
  • Funds reported $460M of Stem stock for Q3 2023, down 22% quarter-over-quarter.
  • 33 funds opened new Stem positions in Q3 2023 and 32 closed out, a net change of +1 holder.
  • The largest Stem buyer in Q3 2023 was BNP Paribas Asset Management, an estimated $18.7M added.
  • The largest Stem seller in Q3 2023 was William Blair Investment Management, an estimated $9.2M sold.

Based on aggregated 13F filings for Q3 2023.