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210 hedge funds and large institutions have $212M invested in Stem in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 71 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% less ownership

Funds ownership: 3.2%3.06% (-0.13%)

6% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 71

5% less funds holding

Funds holding: 222210 (-12)

14% less call options, than puts

Call options by funds: $2.75M | Put options by funds: $3.2M

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

45% less capital invested

Capital invested by funds: $387M → $212M (-$174M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
210
Holders Change
-12
Holders Change %
-5.41%
% of All Funds
3.03%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
67
Reduced
71
Closed
38
Calls
$2.75M
Puts
$3.2M
Net Calls
-$451K
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$27.2M +$2.74M +49,227 +9%
BlackRock
2
BlackRock
New York
$24.8M +$283K +5,098 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.9M -$8.22M -147,799 -27%
Alkeon Capital Management
4
Alkeon Capital Management
New York
$15.7M
State Street
5
State Street
Massachusetts
$8.87M +$741K +13,336 +7%
BNP Paribas Asset Management
6
BNP Paribas Asset Management
France
$7.87M -$8.46M -152,253 -46%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.95M +$159K +2,861 +2%
Invesco
8
Invesco
Georgia
$6.91M +$1.77M +31,832 +25%
HHAM
9
HITE Hedge Asset Management
Massachusetts
$6.71M +$7.57M +136,177 +797%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$5.12M +$2.07M +37,245 +47%
AAP
11
Ardsley Advisory Partners
Connecticut
$4.95M +$2.33M +42,000 +59%
CP
12
CenterBook Partners
Connecticut
$4.07M +$5.16M +92,911 New
Goldman Sachs
13
Goldman Sachs
New York
$3.89M -$2.48M -44,590 -33%
RPA
14
Rock Point Advisors
Vermont
$3.3M +$281K +5,063 +7%
Morgan Stanley
15
Morgan Stanley
New York
$3.06M -$4.28M -76,918 -52%
BA
16
Bridgewater Associates
Connecticut
$2.95M +$3.11M +55,925 +487%
Nomura Holdings
17
Nomura Holdings
Japan
$2.9M +$357K +6,428 +11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.79M +$395K +7,106 +13%
Northern Trust
19
Northern Trust
Illinois
$2.78M -$34.2K -615 -1%
Charles Schwab
20
Charles Schwab
California
$2.58M +$490K +8,818 +18%
Lido Advisors
21
Lido Advisors
California
$2.36M
HSBC Holdings
22
HSBC Holdings
United Kingdom
$2.12M +$1.3M +23,453 +94%
UBS Group
23
UBS Group
Switzerland
$1.79M +$401K +7,217 +22%
Wells Fargo
24
Wells Fargo
California
$1.78M +$350K +6,288 +18%
N
25
Nuveen
North Carolina
$1.77M +$561K +10,090 +33%

STEM Hedge Fund Activity: Q1 2024 in Review

210 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q1 2024, worth a combined $212M — down 45% from $387M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of STEM and 28 opened new positions — a net loss of 10 holders — while 71 trimmed existing stakes and 67 added.

The largest buyer was HITE Hedge Asset Management, adding an estimated $7.57M. The largest seller was BNP Paribas Asset Management, cutting an estimated $8.46M.

  • 210 institutional investors held Stem (STEM) as of Q1 2024, down from 222 in Q4 2023.
  • Funds reported $212M of Stem stock for Q1 2024, down 45% quarter-over-quarter.
  • 28 funds opened new Stem positions in Q1 2024 and 38 closed out, a net change of -10 holders.
  • The largest Stem buyer in Q1 2024 was HITE Hedge Asset Management, an estimated $7.57M added.
  • The largest Stem seller in Q1 2024 was BNP Paribas Asset Management, an estimated $8.46M sold.

Based on aggregated 13F filings for Q1 2024.