Stem
STEM
219 hedge funds and large institutions have $1.1B invested in Stem in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 75 increasing their positions, 58 reducing their positions, and 34 closing their positions.
155% more call options, than puts
Call options by funds: $46.3M | Put options by funds: $18.1M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
89% more capital invested
Capital invested by funds: $582M → $1.1B (+$517M)
53% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 34
29% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 58
8% more funds holding
Funds holding: 203 → 219 (+16)
0.04% more ownership
Funds ownership: 2.64% → 2.67% (+0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$39.4M |
| 2 |
ECA
Encompass Capital Advisors
New York
|
+$32M |
| 3 |
Alkeon Capital Management
New York
|
+$22.7M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$9.91M |
| 5 |
EAM
Erste Asset Management
Vienna,
Austria
|
+$9.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$73.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$21.8M |
| 3 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
-$13.2M |
| 4 |
Renaissance Technologies
New York
|
-$9.96M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$8.93M |
STEM Hedge Fund Activity: Q3 2022 in Review
219 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q3 2022, worth a combined $1.1B — up 89% from $582M a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new STEM positions and 34 closed out — a net gain of 18 holders — while 75 added to existing stakes and 58 trimmed.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $39.4M. The largest seller was William Blair Investment Management, cutting an estimated $73.3M.
- 219 institutional investors held Stem (STEM) as of Q3 2022, up from 203 in Q2 2022.
- Funds reported $1.1B of Stem stock for Q3 2022, up 89% quarter-over-quarter.
- 52 funds opened new Stem positions in Q3 2022 and 34 closed out, a net change of +18 holders.
- The largest Stem buyer in Q3 2022 was Schroder Investment Management Group, an estimated $39.4M added.
- The largest Stem seller in Q3 2022 was William Blair Investment Management, an estimated $73.3M sold.
Based on aggregated 13F filings for Q3 2022.