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Stagwell

141 hedge funds and large institutions have $636M invested in Stagwell in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $349K | Put options by funds: $187K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more capital invested

Capital invested by funds: $444M → $636M (+$192M)

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

1% more funds holding

Funds holding: 139141 (+2)

1.73% less ownership

Funds ownership: 81.25%79.52% (-1.7%)

Holders
141
Holders Change
+2
Holders Change %
+1.44%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
53
Reduced
40
Closed
20
Calls
$349K
Puts
$187K
Net Calls
+$162K
Net Calls Change
+$115K
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$307K +$18K +3,619 +8%
CGL
77
Clarius Group LLC
Washington
$298K -$224K -45,000 -50%
UBS AM
78
UBS AM
Illinois
$291K -$5.56K -1,115 -2%
MIM
79
MetLife Investment Management
New Jersey
$277K
AFG
80
Allegheny Financial Group
Pennsylvania
$275K
ProShare Advisors
81
ProShare Advisors
Maryland
$270K +$38.8K +7,777 +24%
AIG
82
American International Group
New York
$265K +$2.55K +512 +1%
ARC
83
Advisor Resource Council
Texas
$260K +$195K +39,143 New
PI
84
PEAK6 Investments
Illinois
$257K +$194K +38,833 New
Franklin Resources
85
Franklin Resources
California
$257K +$14.5K +2,909 +8%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$242K -$214 -43 -0.1%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$219K -$15.7K -3,142 -9%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$213K -$6.95K -1,394 -4%
Verition Fund Management
89
Verition Fund Management
Connecticut
$212K +$44.5K +8,925 +39%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$205K
SG Americas Securities
91
SG Americas Securities
New York
$192K +$49.7K +9,978 +52%
Wells Fargo
92
Wells Fargo
California
$173K +$28.3K +5,674 +28%
XT
93
XTX Topco
Cayman Islands
$173K +$130K +26,063 New
Principal Financial Group
94
Principal Financial Group
Iowa
$169K +$12.5K +2,507 +11%
ASRS
95
Arizona State Retirement System
Arizona
$162K -$8.3K -1,666 -6%
Walleye Capital
96
Walleye Capital
New York
$161K +$121K +24,252 New
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$134K +$164 +33 +0.2%
CIA
98
Concurrent Investment Advisors
Florida
$133K +$99.7K +20,000 New
JF
99
Jump Financial
Illinois
$133K +$99.7K +20,000 New
BFM
100
Boothbay Fund Management
New York
$131K +$98.4K +19,741 New

STGW Hedge Fund Activity: Q4 2023 in Review

141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q4 2023, worth a combined $636M — up 43% from $444M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new STGW positions and 20 closed out — a net gain of 5 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $13.6M. The largest seller was Select Equity Group, exiting entirely with an estimated $24.7M sold.

  • 141 institutional investors held Stagwell (STGW) as of Q4 2023, up from 139 in Q3 2023.
  • Funds reported $636M of Stagwell stock for Q4 2023, up 43% quarter-over-quarter.
  • 25 funds opened new Stagwell positions in Q4 2023 and 20 closed out, a net change of +5 holders.
  • The largest Stagwell buyer in Q4 2023 was Hotchkis & Wiley Capital Management, an estimated $13.6M added.
  • The largest Stagwell seller in Q4 2023 was Select Equity Group, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2023.