Stagwell
STGW
96 hedge funds and large institutions have $886M invested in Stagwell in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 7 closing their positions.
386% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 7
122% more capital invested
Capital invested by funds: $400M → $886M (+$486M)
39% more funds holding
Funds holding: 69 → 96 (+27)
23.08% more ownership
Funds ownership: 67.21% → 90.28% (+23%)
16% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 25
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$180M |
| 2 |
Select Equity Group
New York
|
+$21.6M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$16.4M |
| 4 |
CAM
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
+$16M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$9.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$44.5M |
| 2 |
ICM
Indaba Capital Management
San Francisco,
California
|
-$29M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$8.66M |
| 4 |
RCM
Redwood Capital Management
New York
|
-$4.6M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$4.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CMF
101
Counterpoint Mutual Funds
San Diego,
California
| – | -$20K | -2,635 | Closed |
|
102
US Bancorp
Minneapolis,
Minnesota
| – | +$258 | +30 | New |
|
103
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$404 | +47 | New |
|
STGW Hedge Fund Activity: Q4 2021 in Review
96 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q4 2021, worth a combined $886M — up 122% from $400M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new STGW positions and 7 closed out — a net gain of 27 holders — while 29 added to existing stakes and 25 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $180M. The largest seller was Vanguard Group, cutting an estimated $44.5M.
- 96 institutional investors held Stagwell (STGW) as of Q4 2021, up from 69 in Q3 2021.
- Funds reported $886M of Stagwell stock for Q4 2021, up 122% quarter-over-quarter.
- 34 funds opened new Stagwell positions in Q4 2021 and 7 closed out, a net change of +27 holders.
- The largest Stagwell buyer in Q4 2021 was Goldman Sachs, an estimated $180M added.
- The largest Stagwell seller in Q4 2021 was Vanguard Group, an estimated $44.5M sold.
Based on aggregated 13F filings for Q4 2021.