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Stem
STEM

204 hedge funds and large institutions have $1.46B invested in Stem in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 79 increasing their positions, 37 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 37

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

45% more call options, than puts

Call options by funds: $30.5M | Put options by funds: $21M

18% more funds holding

Funds holding: 173 → 204 (+31)

4% more capital invested

Capital invested by funds: $1.41B → $1.46B (+$51.9M)

0.33% more ownership

Funds ownership: 2.35% → 2.67% (+0.33%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
204
Holders Change
+31
Holders Change %
+17.92%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
71
Increased
79
Reduced
37
Closed
36
Calls
$30.5M
Puts
$21M
Net Calls
+$9.52M
Net Calls Change
+$21.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$69.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$41.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$36.2M
4
Morgan Stanley
Morgan Stanley
New York
+$27.1M
5
ECP
Electron Capital Partners
New York
+$27.1M

Top Sellers

1
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$48.6M
2
Temasek Holdings
Temasek Holdings
Singapore
-$40.1M
3
GE
General Electric
Ohio
-$20M
4
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$13.1M
5
Renaissance Technologies
Renaissance Technologies
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$229M +$41.8M +96,364 +19%
BlackRock
2
BlackRock
New York
$133M +$69.7M +160,921 +85%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$106M +$13.1M +30,214 +12%
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$97.3M -$48.6M -112,057 -30%
Invesco
5
Invesco
Georgia
$68.8M +$538K +1,242 +0.7%
Citadel Advisors
6
Citadel Advisors
Florida
$48.9M +$36.2M +83,442 +184%
State Street
7
State Street
Massachusetts
$41.4M +$22.4M +51,650 +90%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$37.9M +$13.7M +31,585 +46%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$32.4M +$8.7M +20,067 +31%
VanEck Associates
10
VanEck Associates
New York
$28.9M -$1.02M -2,357 -3%
SIG
11
Senator Investment Group
New York
$27.5M +$542K +1,250 +2%
GE
12
General Electric
Ohio
$27.2M -$20M -46,250 -39%
Morgan Stanley
13
Morgan Stanley
New York
$26.3M +$27.1M +62,642 +940%
AA
14
ALPS Advisors
Colorado
$24.2M +$1.88M +4,345 +7%
ECP
15
Electron Capital Partners
New York
$23.7M +$27.1M +62,440 New
First Trust Advisors
16
First Trust Advisors
Illinois
$23.4M +$4.82M +11,111 +22%
GGHC
17
Gilder Gagnon Howe & Co
New York
$21M -$239K -551 -1%
SCM
18
SIR Capital Management
New York
$20.5M +$19M +43,793 +424%
Northern Trust
19
Northern Trust
Illinois
$20.2M +$10.7M +24,794 +87%
SSA
20
Schonfeld Strategic Advisors
New York
$18.8M +$9.27M +21,390 +76%
ZP
21
Zimmer Partners
New York
$18M +$7.04M +16,250 +52%
Wells Fargo
22
Wells Fargo
California
$17.8M +$6.78M +15,648 +50%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$16.6M +$18.9M +43,700 New
Charles Schwab
24
Charles Schwab
California
$16.4M +$4.6M +10,609 +33%
Alkeon Capital Management
25
Alkeon Capital Management
New York
$15.2M +$5.42M +12,500 +45%
1
2 3 4 5

STEM Hedge Fund Activity: Q4 2021 in Review

204 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q4 2021, worth a combined $1.46B — up 3.7% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new STEM positions and 36 closed out — a net gain of 35 holders — while 79 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $69.7M. The largest seller was Ontario Teachers' Pension Plan Board, cutting an estimated $48.6M.

  • 204 institutional investors held Stem (STEM) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $1.46B of Stem stock for Q4 2021, up 3.7% quarter-over-quarter.
  • 71 funds opened new Stem positions in Q4 2021 and 36 closed out, a net change of +35 holders.
  • The largest Stem buyer in Q4 2021 was BlackRock, an estimated $69.7M added.
  • The largest Stem seller in Q4 2021 was Ontario Teachers' Pension Plan Board, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2021.