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Stem
STEM

Overview Fund Activity

226 hedge funds and large institutions have $665M invested in Stem in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 47 closing their positions.

Holders
226
Holders Change
-7
Holders Change %
-3%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
44
Increased
90
Reduced
58
Closed
47
Calls
$14M
Puts
$12.7M
Net Calls
+$1.33M
Net Calls Change
-$5.41M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$119M
2
Citadel Advisors
2
Citadel Advisors
Florida
$21.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$45.2M
5
Swedbank
5
Swedbank
Sweden
$4.64M

Top Sellers

1
ECP
1
Electron Capital Partners
New York
$0
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$0
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$0
4
TCA
4
Tortoise Capital Advisors
Kansas
$7.43M
5
GIPM
5
G2 Investment Partners Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$119M 1,637,883 +358,768 +28%
Vanguard Group
2
Vanguard Group
Pennsylvania
$78.1M 13,776,511 +133,849 +1%
BlackRock
3
BlackRock
New York
$52.8M 9,306,475 +104,185 +1%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$45.2M 7,969,816 +1,858,305 +30%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$24.4M 4,295,030 +2,002,840 +87%
Citadel Advisors
6
Citadel Advisors
Florida
$21.5M 3,788,292 +3,435,347 +973%
State Street
7
State Street
Massachusetts
$17.6M 3,095,630 +36,580 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15.2M 2,681,870 +117,591 +5%
ECA
9
Encompass Capital Advisors
New York
$12.5M 2,208,815 -274,996 -11%
Invesco
10
Invesco
Georgia
$11.8M 2,078,623 +714,518 +52%
Alkeon Capital Management
11
Alkeon Capital Management
New York
$11.2M 1,983,881 -214,569 -10%
VanEck Associates
12
VanEck Associates
New York
$9.72M 1,714,976 -1,540 -0.1%
EAM
13
Erste Asset Management
Austria
$9.37M 1,702,916 +108,970 +7%
Morgan Stanley
14
Morgan Stanley
New York
$9.23M 1,627,035 +668,360 +70%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$9.03M 1,591,879 +383,561 +32%
Two Sigma Investments
16
Two Sigma Investments
New York
$8.02M 1,414,529 +691,519 +96%
Millennium Management
17
Millennium Management
New York
$7.7M 1,357,276 +316,381 +30%
AAP
18
Ardsley Advisory Partners
Connecticut
$7.54M 1,330,000 +510,000 +62%
TCA
19
Tortoise Capital Advisors
Kansas
$7.43M 1,310,563 -886,594 -40%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$7.28M 1,283,579 +14,684 +1%
Northern Trust
21
Northern Trust
Illinois
$7.14M 1,259,415 -236 -0%
Charles Schwab
22
Charles Schwab
California
$6.12M 1,079,955 +2,596 +0.2%
Barclays
23
Barclays
United Kingdom
$5.93M 1,046,463 -277,939 -21%
First Trust Advisors
24
First Trust Advisors
Illinois
$5.28M 930,674 -38,573 -4%
HHAM
25
HITE Hedge Asset Management
Massachusetts
$5.23M 921,807 -569,595 -38%
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