Stem
STEM
234 hedge funds and large institutions have $819M invested in Stem in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 75 increasing their positions, 65 reducing their positions, and 35 closing their positions.
46% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 35
40% more call options, than puts
Call options by funds: $23.8M | Put options by funds: $17.1M
15% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 65
7% more funds holding
Funds holding: 219 → 234 (+15)
0.25% more ownership
Funds ownership: 2.71% → 2.97% (+0.25%)
27% less capital invested
Capital invested by funds: $1.12B → $819M (-$297M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$36.5M |
| 2 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$13.2M |
| 3 |
Millennium Management
New York
|
+$12.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$11.9M |
| 5 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$8.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$15.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$7.51M |
| 3 |
BC
Burleson & Co
Petaluma,
California
|
-$6.57M |
| 4 |
Temasek Holdings
Singapore
|
-$5.5M |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
-$5.35M |
STEM Hedge Fund Activity: Q4 2022 in Review
234 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q4 2022, worth a combined $819M — down 27% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new STEM positions and 35 closed out — a net gain of 16 holders — while 75 added to existing stakes and 65 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $36.5M. The largest seller was Janus Henderson Group, cutting an estimated $15.6M.
- 234 institutional investors held Stem (STEM) as of Q4 2022, up from 219 in Q3 2022.
- Funds reported $819M of Stem stock for Q4 2022, down 27% quarter-over-quarter.
- 51 funds opened new Stem positions in Q4 2022 and 35 closed out, a net change of +16 holders.
- The largest Stem buyer in Q4 2022 was Schroder Investment Management Group, an estimated $36.5M added.
- The largest Stem seller in Q4 2022 was Janus Henderson Group, an estimated $15.6M sold.
Based on aggregated 13F filings for Q4 2022.