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Stem
STEM

141 hedge funds and large institutions have $30.9M invested in Stem in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $19.9M → $30.9M (+$11.1M)

24% more call options, than puts

Call options by funds: $830K | Put options by funds: $670K

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

0.17% less ownership

Funds ownership: 1.75% → 1.57% (-0.17%)

5% less funds holding

Funds holding: 149 → 141 (-8)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
37
Reduced
36
Closed
31
Calls
$830K
Puts
$670K
Net Calls
+$160K
Net Calls Change
+$89K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$415K
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$343K
4
Group One Trading
Group One Trading
Illinois
+$233K
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$145K

Top Sellers

1
ECM
ExodusPoint Capital Management
New York
-$909K
2
UBS AM
UBS AM
Illinois
-$837K
3
State Street
State Street
Massachusetts
-$767K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$706K
5
IEFM
IQ EQ Fund Management
Ireland
-$298K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$6.9M +$64.7K +7,511 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.06M -$110K -12,832 -3%
UBS Group
3
UBS Group
Switzerland
$2.77M +$1.81M +209,786 +1,041%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.05M -$85.8K -9,971 -6%
State Street
5
State Street
Massachusetts
$1.87M -$767K -89,131 -37%
Northern Trust
6
Northern Trust
Illinois
$781K +$32.9K +3,816 +6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$656K +$415K +48,230 +778%
Lido Advisors
8
Lido Advisors
California
$649K – – –
Morgan Stanley
9
Morgan Stanley
New York
$607K +$29.5K +3,431 +7%
Citigroup
10
Citigroup
New York
$518K +$1.71K +199 +0.5%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$496K -$603 -70 -0.2%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$480K +$343K +39,823 New
RPA
13
Rock Point Advisors
Vermont
$477K -$70.1K -8,148 -17%
PGCM
14
Prescott Group Capital Management
Oklahoma
$469K -$178K -20,697 -35%
Group One Trading
15
Group One Trading
Illinois
$469K +$233K +27,113 +231%
Wells Fargo
16
Wells Fargo
California
$409K +$23.3K +2,709 +9%
Cohen & Steers
17
Cohen & Steers
New York
$385K – – –
Deutsche Bank
18
Deutsche Bank
Germany
$374K +$136K +15,792 +103%
Goldman Sachs
19
Goldman Sachs
New York
$369K +$47.4K +5,511 +22%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$314K +$1.12K +130 +0.5%
AllianceBernstein
21
AllianceBernstein
Tennessee
$286K -$104K -12,104 -34%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$264K -$112 -13 -0.1%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$259K -$706K -81,970 -79%
CCM
24
Collar Capital Management
Wisconsin
$223K +$159K +18,491 New
Charles Schwab
25
Charles Schwab
California
$220K – – –
1
2 3 4 5

STEM Hedge Fund Activity: Q4 2024 in Review

141 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q4 2024, worth a combined $30.9M — up 56% from $19.9M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of STEM and 26 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 37 added.

The largest buyer was UBS Group, adding an estimated $1.81M. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $909K sold.

  • 141 institutional investors held Stem (STEM) as of Q4 2024, down from 149 in Q3 2024.
  • Funds reported $30.9M of Stem stock for Q4 2024, up 56% quarter-over-quarter.
  • 26 funds opened new Stem positions in Q4 2024 and 31 closed out, a net change of -5 holders.
  • The largest Stem buyer in Q4 2024 was UBS Group, an estimated $1.81M added.
  • The largest Stem seller in Q4 2024 was ExodusPoint Capital Management, an estimated $909K sold.

Based on aggregated 13F filings for Q4 2024.