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STEM-WS

STEM-WS — 13F Holders Deep Dive

Stem Inc-cw25

+$238.7M

Net Activity

Data as of: 2021-06-30

Institutions Holding

33

Popularity Rank

#7080

Avg Weight

0.34%

Total Value

$253.9M

Ownership Trend

33 institutions currently hold STEM-WS, with 14 net buyers and 2 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2021)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

2

Net Buying Institutions

14

Key Holders

Key Holders

Top 5 by Value

AC
Athanor Capital, LP
$91.5M
IC
Ionic Capital Management LLC
$27.0M
CC
Caas Capital Management LP
$24.7M
AC
Aristeia Capital, L.l.c.
$16.7M
VE
Van Eck Associates CORP
$15.0M

Top 5 by Conviction

AC
Athanor Capital, LP
3.31%
IC
Ionic Capital Management LLC
2.82%
B&
Burleson & Company, LLC
1.78%
DA
DLD Asset Management, LP
0.92%
CC
Caas Capital Management LP
0.42%
View all 33 holding institutions

Quarterly Activity

Recent Activity

+$58.7M

Total Buy Value

$14.8M

Total Sell Value

New buy13
Trim0
Add1
Sold out2

14

Net Buyers

2

Net Sellers

Smart Money Convergence

STEM-WS does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2021-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/STEM-WS

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

85859N110

FAQ

Who are the top institutional investors holding STEM INC-CW25 (STEM-WS)?
Major stakeholders currently include Athanor Capital, LP ($91.5M), Ionic Capital Management LLC ($27.0M), Caas Capital Management LP ($24.7M). Based on the latest 13F filings, there are a total of 33 tracked investment funds and institutions maintaining positions in STEM-WS.
What is the overall institutional sentiment toward STEM-WS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $238.7M, driven by 14 managers accumulating shares while 2 reduced their exposure.
Which institutions have been selling or reducing their STEM-WS positions?
In the latest period, 0 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $14.8M.
Are there any notable investors adding STEM-WS to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $58.7M.

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