We are live on ! Find out more
STGW icon

Stagwell
STGW

123 hedge funds and large institutions have $869M invested in Stagwell in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

42% more capital invested

Capital invested by funds: $614M → $869M (+$255M)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

6% more funds holding

Funds holding: 116 → 123 (+7)

2% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 48

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
3.57%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
21
Increased
47
Reduced
48
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Lionstone Capital Management
New York
+$15.4M
2
Select Equity Group
Select Equity Group
New York
+$11.7M
3
BIT
BlackRock Institutional Trust
California
+$9.76M
4
O
OppenheimerFunds
New York
+$9.27M
5
Renaissance Technologies
Renaissance Technologies
New York
+$8.33M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$29M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.1M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$12.4M
4
PCP
Perimeter Capital Partners
Georgia
-$8.34M
5
RFC
Russell Frank Company
Washington
-$7.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$2.27M -$265K -12,211 -12%
OAM
52
Oxford Asset Management
United Kingdom
$2.23M +$546K +25,188 +40%
ERSOT
53
Employees Retirement System of Texas
Texas
$2.1M -$422K -19,500 -19%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$1.94M +$181K +8,350 +12%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$1.75M +$9.73K +449 +0.7%
Millennium Management
56
Millennium Management
New York
$1.74M -$20.2K -931 -1%
HIM
57
Hillsdale Investment Management
Ontario, Canada
$1.73M +$31.9K +1,475 +2%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$1.71M +$1.45M +66,780 +4,452%
Geode Capital Management
59
Geode Capital Management
Massachusetts
$1.62M +$865K +39,920 +170%
CS
60
Credit Suisse
Switzerland
$1.6M +$1.36M +62,815 New
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$1.55M -$3.27K -151 -0.2%
WA
62
Whitebox Advisors
Minnesota
$1.55M +$1.32M +60,820 New
AllianceBernstein
63
AllianceBernstein
Tennessee
$1.53M -$97.5K -4,500 -7%
WSA
64
Wall Street Associates
California
$1.49M +$1.27M +58,553 New
Charles Schwab
65
Charles Schwab
California
$1.4M -$123K -5,700 -9%
QI
66
Quotient Investors
New York
$1.39M -$1.63M -75,404 -58%
TA
67
Teachers Advisors
New York
$1.39M +$45.8K +2,113 +4%
Goldman Sachs
68
Goldman Sachs
New York
$1.38M +$1.17M +54,082 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$1.34M +$632K +29,170 +125%
CL
70
Croft-Leominster
Maryland
$1.31M – – –
MAM
71
Martingale Asset Management
Massachusetts
$1.26M +$744K +34,347 +228%
PAM
72
Panagora Asset Management
Massachusetts
$1.23M +$995K +45,953 +1,922%
Wells Fargo
73
Wells Fargo
California
$1.12M -$494K -22,803 -34%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$1.1M -$50.9K -2,351 -5%
AG
75
Algert Global
California
$1.08M +$504K +23,288 +122%
1 2
3
4 5

STGW Hedge Fund Activity: Q4 2013 in Review

123 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q4 2013, worth a combined $869M — up 42% from $614M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new STGW positions and 14 closed out — a net gain of 7 holders — while 47 added to existing stakes and 48 trimmed.

The largest buyer was Lionstone Capital Management, adding an estimated $15.4M. The largest seller was Wellington Management Group, cutting an estimated $29M.

  • 123 institutional investors held Stagwell (STGW) as of Q4 2013, up from 116 in Q3 2013.
  • Funds reported $869M of Stagwell stock for Q4 2013, up 42% quarter-over-quarter.
  • 21 funds opened new Stagwell positions in Q4 2013 and 14 closed out, a net change of +7 holders.
  • The largest Stagwell buyer in Q4 2013 was Lionstone Capital Management, an estimated $15.4M added.
  • The largest Stagwell seller in Q4 2013 was Wellington Management Group, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2013.