221 hedge funds and large institutions have $384M invested in Stem in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
35
Increased
62
Reduced
82
Closed
36
Calls
$14.8M
Puts
$13M
Net Calls
+$1.84M
Net Calls Change
-$968K
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
201
Benjamin F. Edwards & Company
Missouri
$1K
BTI
202
Blue Trust Inc
Georgia
$1K +$1K +9 New
CHC
203
City Holding Co
West Virginia
$970
TAM
204
Tucker Asset Management
Colorado
$939
RA
205
Rise Advisors
New York
$916
RFG
206
RFP Financial Group
Georgia
$846
BCM
207
Bourgeon Capital Management
Connecticut
$776
SS
208
Sunbelt Securities
Texas
$776
GI
209
GAMMA Investing
California
$737 +$737 +12 New
RG
210
Retirement Group
California
$629 -$629 -8 -50%
S
211
SignatureFD
Georgia
$609 -$2.06K -27 -77%
Russell Investments Group
212
Russell Investments Group
United Kingdom
$539 +$231 +3 +75%
PA
213
Parallel Advisors
California
$535 -$611 -8 -53%
AFG
214
Albion Financial Group
Utah
$524
QT
215
Quantbot Technologies
New York
$489 +$489 +6 New
SIS
216
Sound Income Strategies
Florida
$388
MTIC
217
Missouri Trust & Investment Company
Missouri
$213
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$78 -$2.65K -34 -97%
FCA
219
FinTrust Capital Advisors
South Carolina
$66
VAG
220
VisionPoint Advisory Group
Texas
$19 -$21
EAM
221
Eukles Asset Management
Ohio
$4 -$4
ECP
222
Electron Capital Partners
New York
-$21.1M -248,937 Closed
DRP
223
Decade Renewable Partners
Texas
-$2.1M -24,819 Closed
LOAMU
224
Lombard Odier Asset Management (USA)
New York
-$1.91M -22,500 Closed
EOJOAM
225
E. Ohman J:or Asset Management
Sweden
-$1.7M -20,000 Closed