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Stagwell

159 hedge funds and large institutions have $610M invested in Stagwell in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

62,400% more call options, than puts

Call options by funds: $625K | Put options by funds: $1K

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

10% more funds holding

Funds holding: 145159 (+14)

2% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 49

1.99% less ownership

Funds ownership: 82.64%80.65% (-2%)

6% less capital invested

Capital invested by funds: $649M → $610M (-$38.6M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
159
Holders Change
+14
Holders Change %
+9.66%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
31
Increased
50
Reduced
49
Closed
14
Calls
$625K
Puts
$1K
Net Calls
+$624K
Net Calls Change
-$375K
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
76
Institute for Wealth Management
Colorado
$327K
Mirae Asset Global ETFs Holdings
77
Mirae Asset Global ETFs Holdings
Hong Kong
$322K +$13.5K +1,892 +4%
PA
78
Perennial Advisors
New York
$313K +$339K +47,500 New
IIM
79
INTECH Investment Management
Florida
$307K +$195K +27,288 +141%
A
80
AlphaQuest
New York
$293K +$318K +44,564 New
CF
81
Corebridge Financial
Texas
$281K -$23K -3,228 -7%
ProShare Advisors
82
ProShare Advisors
Maryland
$272K +$49.4K +6,929 +20%
PDL
83
Portfolio Design Labs
California
$271K +$294K +41,214 New
Franklin Resources
84
Franklin Resources
California
$261K -$5.2K -730 -2%
Victory Capital Management
85
Victory Capital Management
Texas
$255K +$179K +25,177 +186%
LPL Financial
86
LPL Financial
California
$240K +$260K +36,498 New
FRM
87
Fox Run Management
Connecticut
$239K +$259K +36,349 New
Janus Henderson Group
88
Janus Henderson Group
United Kingdom
$236K
CIA
89
Concurrent Investment Advisors
Florida
$234K
Point72 Asset Management
90
Point72 Asset Management
Connecticut
$234K +$254K +35,600 New
CC
91
Corton Capital
Ontario, Canada
$234K +$62K +8,700 +32%
Principal Financial Group
92
Principal Financial Group
Iowa
$230K +$16.9K +2,378 +7%
Creative Planning
93
Creative Planning
Kansas
$229K -$37.9K -5,324 -13%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$213K -$11.4K -1,593 -5%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$206K +$104K +14,529 +86%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$203K
OF
97
Optimize Financial
California
$202K +$219K +30,755 New
AF
98
Allworth Financial
California
$198K -$143K -20,000 -40%
Allianz Asset Management
99
Allianz Asset Management
Germany
$186K +$201K +28,200 New
PTC
100
Petrus Trust Company
Texas
$183K -$200K -28,059 -50%

STGW Hedge Fund Activity: Q4 2024 in Review

159 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q4 2024, worth a combined $610M — down 5.9% from $649M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new STGW positions and 14 closed out — a net gain of 17 holders — while 50 added to existing stakes and 49 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.23M. The largest seller was Schroder Investment Management Group, cutting an estimated $3.22M.

  • 159 institutional investors held Stagwell (STGW) as of Q4 2024, up from 145 in Q3 2024.
  • Funds reported $610M of Stagwell stock for Q4 2024, down 5.9% quarter-over-quarter.
  • 31 funds opened new Stagwell positions in Q4 2024 and 14 closed out, a net change of +17 holders.
  • The largest Stagwell buyer in Q4 2024 was JP Morgan Chase, an estimated $8.23M added.
  • The largest Stagwell seller in Q4 2024 was Schroder Investment Management Group, an estimated $3.22M sold.

Based on aggregated 13F filings for Q4 2024.