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Stagwell

109 hedge funds and large institutions have $683M invested in Stagwell in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

4% more funds holding

Funds holding: 105109 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.35% less ownership

Funds ownership: 84.25%83.9% (-0.35%)

12% less capital invested

Capital invested by funds: $779M → $683M (-$96.4M)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
38
Reduced
30
Closed
16
Calls
$2.98M
Puts
Net Calls
+$2.98M
Net Calls Change
+$2.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.92M +$1.88M +260,743 +530%
CAM
27
ClariVest Asset Management
California
$1.9M -$18.6K -2,583 -0.8%
Bank of America
28
Bank of America
North Carolina
$1.89M +$2.06M +285,713 +1,560%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.83M -$112K -15,593 -5%
ICM
30
Indaba Capital Management
California
$1.73M -$2.27M -315,020 -53%
PRCP
31
Pacific Ridge Capital Partners
Oregon
$1.42M -$937 -130 -0.1%
Charles Schwab
32
Charles Schwab
California
$1.34M -$519 -72 -0%
Invesco
33
Invesco
Georgia
$1.31M +$1.06M +146,439 +226%
N
34
Nuveen
North Carolina
$1.28M -$306K -42,386 -17%
Swiss National Bank
35
Swiss National Bank
Switzerland
$1.18M
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.08M -$180K -24,918 -13%
HF
37
HRT Financial
New York
$937K +$912K +126,468 +517%
CSS
38
Cubist Systematic Strategies
Connecticut
$891K +$625K +86,737 +153%
Ameriprise
39
Ameriprise
Minnesota
$826K
GCM
40
Graham Capital Management
Connecticut
$790K +$354K +49,068 +63%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$708K +$3.32K +460 +0.4%
CHAM
42
Clear Harbor Asset Management
Connecticut
$668K -$10.5K -1,450 -1%
CGL
43
Clarius Group LLC
Washington
$621K -$256K -35,511 -26%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$618K -$101 -14 -0%
SEI Investments
45
SEI Investments
Pennsylvania
$564K +$81.6K +11,325 +14%
JP Morgan Chase
46
JP Morgan Chase
New York
$558K +$338K +46,913 +109%
UBS AM
47
UBS AM
Illinois
$524K +$19.5K +2,709 +3%
AIP
48
ARS Investment Partners
New York
$507K
CS
49
Credit Suisse
Switzerland
$477K +$38.1K +5,287 +7%
CSC
50
Caldwell Sutter Capital
California
$456K +$529K +73,400 New

STGW Hedge Fund Activity: Q4 2022 in Review

109 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q4 2022, worth a combined $683M — down 12% from $779M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new STGW positions and 16 closed out — a net gain of 4 holders — while 38 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $2.06M. The largest seller was HighTower Advisors, cutting an estimated $6.22M.

  • 109 institutional investors held Stagwell (STGW) as of Q4 2022, up from 105 in Q3 2022.
  • Funds reported $683M of Stagwell stock for Q4 2022, down 12% quarter-over-quarter.
  • 20 funds opened new Stagwell positions in Q4 2022 and 16 closed out, a net change of +4 holders.
  • The largest Stagwell buyer in Q4 2022 was Bank of America, an estimated $2.06M added.
  • The largest Stagwell seller in Q4 2022 was HighTower Advisors, an estimated $6.22M sold.

Based on aggregated 13F filings for Q4 2022.