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182 hedge funds and large institutions have $88.6M invested in Stem in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

0.6% less ownership

Funds ownership: 3.06%2.46% (-0.6%)

13% less funds holding

Funds holding: 210182 (-28)

27% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.63M

45% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 55

58% less capital invested

Capital invested by funds: $212M → $88.6M (-$124M)

Holders
182
Holders Change
-28
Holders Change %
-13.33%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
56
Reduced
48
Closed
55
Calls
$1.19M
Puts
$1.63M
Net Calls
-$447K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$14.9M +$1.46M +49,904 +8%
BlackRock
2
BlackRock
New York
$12.1M -$588K -20,054 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.46M +$518K +17,677 +4%
State Street
4
State Street
Massachusetts
$5.51M +$1.34M +45,884 +23%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.82M +$391K +13,327 +8%
Invesco
6
Invesco
Georgia
$3.01M -$645K -22,000 -14%
AAP
7
Ardsley Advisory Partners
Connecticut
$1.94M -$747K -25,500 -23%
RPA
8
Rock Point Advisors
Vermont
$1.8M +$161K +5,490 +7%
SCM
9
SIR Capital Management
New York
$1.75M +$1.77M +60,444 +327%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.59M +$1.12M +38,174 +114%
UBS AM
11
UBS AM
Illinois
$1.51M +$1.71M +58,384 +613%
Charles Schwab
12
Charles Schwab
California
$1.37M +$80.9K +2,762 +5%
Northern Trust
13
Northern Trust
Illinois
$1.32M -$119K -4,070 -6%
Lido Advisors
14
Lido Advisors
California
$1.19M
GCP
15
GSA Capital Partners
United Kingdom
$1.18M +$1.21M +41,393 +354%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$1.13M +$105K +3,598 +7%
Nomura Holdings
17
Nomura Holdings
Japan
$1.05M -$558K -19,045 -29%
Citigroup
18
Citigroup
New York
$959K +$153K +5,218 +14%
IEFM
19
IQ EQ Fund Management
Ireland
$950K +$808K +27,575 +181%
Wells Fargo
20
Wells Fargo
California
$928K +$33.9K +1,158 +3%
AQR Capital Management
21
AQR Capital Management
Connecticut
$863K +$1.12M +38,220 +5,773%
SLAM
22
Swiss Life Asset Management
$799K
Morgan Stanley
23
Morgan Stanley
New York
$787K -$1.01M -34,340 -49%
PGCM
24
Prescott Group Capital Management
Oklahoma
$766K +$1.01M +34,500 New
KBC Group
25
KBC Group
Belgium
$753K +$551K +18,799 +124%

STEM Hedge Fund Activity: Q2 2024 in Review

182 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q2 2024, worth a combined $88.6M — down 58% from $212M a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of STEM and 30 opened new positions — a net loss of 25 holders — while 48 trimmed existing stakes and 56 added.

The largest buyer was SIR Capital Management, adding an estimated $1.77M. The largest seller was Alkeon Capital Management, exiting entirely with an estimated $15.7M sold.

  • 182 institutional investors held Stem (STEM) as of Q2 2024, down from 210 in Q1 2024.
  • Funds reported $88.6M of Stem stock for Q2 2024, down 58% quarter-over-quarter.
  • 30 funds opened new Stem positions in Q2 2024 and 55 closed out, a net change of -25 holders.
  • The largest Stem buyer in Q2 2024 was SIR Capital Management, an estimated $1.77M added.
  • The largest Stem seller in Q2 2024 was Alkeon Capital Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2024.