Stem
STEM
173 hedge funds and large institutions have $1.41B invested in Stem in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 44 closing their positions.
45% more capital inflows, than outflows
Capital inflows: $394M | Capital outflows: $273M
20% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 44
14% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 44
5.21% more ownership
Funds ownership: 41.75% → 46.96% (+5.2%)
3% more funds holding
Funds holding: 168 → 173 (+5)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
25% less call options, than puts
Call options by funds: $35.3M | Put options by funds: $47.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GE
General Electric
Evendale,
Ohio
|
+$62.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$58.1M |
| 3 |
ALPS Advisors
Denver,
Colorado
|
+$31.3M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$26.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$64.8M |
| 2 |
Luxor Capital Group
New York
|
-$50.4M |
| 3 |
Senator Investment Group
New York
|
-$20.4M |
| 4 |
BlackRock
New York
|
-$18.3M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$16.5M |
STEM Hedge Fund Activity: Q3 2021 in Review
173 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q3 2021, worth a combined $1.41B — down 25% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new STEM positions and 44 closed out — a net gain of 6 holders — while 53 added to existing stakes and 44 trimmed.
The largest buyer was General Electric, opening a new position worth an estimated $62.1M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $64.8M sold.
- 173 institutional investors held Stem (STEM) as of Q3 2021, up from 168 in Q2 2021.
- Funds reported $1.41B of Stem stock for Q3 2021, down 25% quarter-over-quarter.
- 50 funds opened new Stem positions in Q3 2021 and 44 closed out, a net change of +6 holders.
- The largest Stem buyer in Q3 2021 was General Electric, an estimated $62.1M added.
- The largest Stem seller in Q3 2021 was Adage Capital Partners, an estimated $64.8M sold.
Based on aggregated 13F filings for Q3 2021.