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Stagwell

139 hedge funds and large institutions have $444M invested in Stagwell in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $117K | Put options by funds: $70K

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

21% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 43

5% more funds holding

Funds holding: 132139 (+7)

2.28% less ownership

Funds ownership: 83.53%81.25% (-2.3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less capital invested

Capital invested by funds: $690M → $444M (-$246M)

Holders
139
Holders Change
+7
Holders Change %
+5.3%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
52
Reduced
43
Closed
19
Calls
$117K
Puts
$70K
Net Calls
+$47K
Net Calls Change
+$272K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$621K -$145K -24,537 -16%
SG
52
Stagwell Group
Florida
$610K
Jane Street
53
Jane Street
New York
$588K +$560K +94,724 +309%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$576K +$538K +90,864 +284%
Invesco
55
Invesco
Georgia
$545K +$153K +25,879 +29%
CS
56
Credit Suisse
Switzerland
$533K -$29.1K -4,923 -4%
CHAM
57
Clear Harbor Asset Management
Connecticut
$528K +$14.8K +2,500 +2%
JP Morgan Chase
58
JP Morgan Chase
New York
$523K -$215K -36,342 -25%
AllianceBernstein
59
AllianceBernstein
Tennessee
$513K
SO
60
STRS Ohio
Ohio
$500K +$279K +47,100 +79%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$476K +$601K +101,493 New
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$462K -$110K -18,569 -16%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$423K +$534K +90,295 New
CGL
64
Clarius Group LLC
Washington
$422K
WCM
65
Wedge Capital Management
North Carolina
$399K -$453K -76,556 -47%
AF
66
Allworth Financial
California
$399K +$503K +85,021 New
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$391K +$261K +44,097 +112%
Bank of America
68
Bank of America
North Carolina
$384K -$313K -52,906 -39%
AIP
69
ARS Investment Partners
New York
$383K
Squarepoint
70
Squarepoint
New York
$360K +$454K +76,696 New
Legal & General Group
71
Legal & General Group
United Kingdom
$342K -$21.7K -3,675 -5%
CSC
72
Caldwell Sutter Capital
California
$333K
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$329K +$213K +35,961 +105%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$323K -$2.96K -501 -0.9%
GCM
75
Graham Capital Management
Connecticut
$320K +$263K +44,450 +187%

STGW Hedge Fund Activity: Q3 2023 in Review

139 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q3 2023, worth a combined $444M — down 36% from $690M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new STGW positions and 19 closed out — a net gain of 8 holders — while 52 added to existing stakes and 43 trimmed.

The largest buyer was Foundry Partners, opening a new position worth an estimated $4.5M. The largest seller was BlackRock, cutting an estimated $8.17M.

  • 139 institutional investors held Stagwell (STGW) as of Q3 2023, up from 132 in Q2 2023.
  • Funds reported $444M of Stagwell stock for Q3 2023, down 36% quarter-over-quarter.
  • 27 funds opened new Stagwell positions in Q3 2023 and 19 closed out, a net change of +8 holders.
  • The largest Stagwell buyer in Q3 2023 was Foundry Partners, an estimated $4.5M added.
  • The largest Stagwell seller in Q3 2023 was BlackRock, an estimated $8.17M sold.

Based on aggregated 13F filings for Q3 2023.