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Stem
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Overview Fund Activity

223 hedge funds and large institutions have $458M invested in Stem in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
–
Holders Change %
0%
% of All Funds
3.56%
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
70
Closed
31
Calls
$24.3M
Puts
$21.5M
Net Calls
+$2.81M
Net Calls Change
-$136K

Top Buyers

1
BNP Paribas Asset Management
1
BNP Paribas Asset Management
France
$26.9M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$9.59M
3
ECP
3
Electron Capital Partners
New York
$21.1M
4
Lido Advisors
4
Lido Advisors
California
$4.56M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$16.5M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Two Sigma Investments
2
Two Sigma Investments
New York
$1.12M
3
EAM
3
Erste Asset Management
Austria
$5.7M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$9.39M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
201
City Holding Co
West Virginia
$1.06K – – –
TAM
202
Tucker Asset Management
Colorado
$1.03K – – –
RA
203
Rise Advisors
New York
$1K +$1K +12 New
VF
204
VitalStone Financial
Texas
$1K -$115 -3 -10%
BFEC
205
Benjamin F. Edwards & Company
Missouri
$1K – – –
BIA
206
Bell Investment Advisors
California
$984 – – –
RFG
207
RFP Financial Group
Georgia
$924 – – –
BCM
208
Bourgeon Capital Management
Connecticut
$848 – – –
SS
209
Sunbelt Securities
Texas
$848 – – –
Toronto Dominion Bank
210
Toronto Dominion Bank
Ontario, Canada
$823 – – –
OP
211
ORG Partners
Indiana
$636 +$636 +8 New
AFG
212
Albion Financial Group
Utah
$573 – – –
QPBE
213
Quintet Private Bank (Europe)
Luxembourg
$530 +$530 +6 New
SIS
214
Sound Income Strategies
Florida
$424 -$85 -1 -17%
CT
215
Clearstead Trust
Maine
$424 – – –
Russell Investments Group
216
Russell Investments Group
United Kingdom
$322 +$322 +4 New
LC
217
Lindbrook Capital
California
$314 +$314 +4 New
MTIC
218
Missouri Trust & Investment Company
Missouri
$233 – – –
Citadel Advisors
219
Citadel Advisors
Florida
$170 -$1.15M -13,588 -100%
CA
220
Crewe Advisors
Utah
$119 – – –
FCA
221
FinTrust Capital Advisors
South Carolina
$73 +$73 +1 New
CYG
222
Clean Yield Group
Vermont
$41 +$41 +1 New
VAG
223
VisionPoint Advisory Group
Texas
$21 -$29 – –
EAM
224
Eukles Asset Management
Ohio
$4 -$6 – –
William Blair Investment Management
225
William Blair Investment Management
Illinois
– -$9.2M -80,431 Closed
7 8
9
10 11