We are live on ! Find out more
STGW icon

Stagwell

128 hedge funds and large institutions have $536M invested in Stagwell in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

12% more funds holding

Funds holding: 114128 (+14)

11% more capital invested

Capital invested by funds: $484M → $536M (+$52.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 44

2.39% less ownership

Funds ownership: 85.87%83.47% (-2.4%)

Holders
128
Holders Change
+14
Holders Change %
+12.28%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
22
Increased
40
Reduced
44
Closed
7
Calls
$2M
Puts
Net Calls
+$2M
Net Calls Change
+$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
Fortis Advisors
Pennsylvania
$136K +$18.3K +1,818 +17%
SCM
102
Stonebridge Capital Management
California
$124K -$10.5K -1,041 -8%
PC
103
Palo Capital
California
$123K -$10.1K -1,000 -8%
OAM
104
Oppenheimer Asset Management
New York
$120K +$71.1K +7,059 +185%
SG Americas Securities
105
SG Americas Securities
New York
$112K +$103K +10,203 New
TRCT
106
Tower Research Capital (TRC)
New York
$87K +$78K +7,746 +4,280%
Barclays
107
Barclays
United Kingdom
$79K +$71.7K +7,118 +18,251%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$78K
Canada Life
109
Canada Life
Manitoba, Canada
$61K
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$57.2K -$20.6K -2,044 -28%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$50K -$1.21K -120 -3%
AIP
112
Ameritas Investment Partners
Nebraska
$48K +$7.91K +785 +20%
Bank of America
113
Bank of America
North Carolina
$45K -$177K -17,554 -81%
AA
114
AlphaMark Advisors
Kentucky
$35K
Citigroup
115
Citigroup
New York
$34K +$18.7K +1,855 +149%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$28K +$4.12K +409 +19%
PA
117
Perennial Advisors
New York
$23K
KPCM
118
Kings Point Capital Management
New York
$15K
MA
119
MUFG Americas
New York
$14K +$353 +35 +3%
MAM
120
Meeder Asset Management
Ohio
$12K +$10.8K +1,072 New
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$3K
LWA
122
Lenox Wealth Advisors
New York
$3K +$2.43K +241 New
US Bancorp
123
US Bancorp
Minnesota
$2K
AG
124
Advisor Group
Arizona
$2K +$1.51K +150 New
AssetMark Inc
125
AssetMark Inc
California
$2K +$1.73K +172 New

STGW Hedge Fund Activity: Q3 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q3 2017, worth a combined $536M — up 11% from $484M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new STGW positions and 7 closed out — a net gain of 15 holders — while 40 added to existing stakes and 44 trimmed.

The largest buyer was Penn Capital Management, adding an estimated $6.76M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $8.09M.

  • 128 institutional investors held Stagwell (STGW) as of Q3 2017, up from 114 in Q2 2017.
  • Funds reported $536M of Stagwell stock for Q3 2017, up 11% quarter-over-quarter.
  • 22 funds opened new Stagwell positions in Q3 2017 and 7 closed out, a net change of +15 holders.
  • The largest Stagwell buyer in Q3 2017 was Penn Capital Management, an estimated $6.76M added.
  • The largest Stagwell seller in Q3 2017 was Hotchkis & Wiley Capital Management, an estimated $8.09M sold.

Based on aggregated 13F filings for Q3 2017.