We are live on ! Find out more
STGW icon

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
Verition Fund Management
101
Verition Fund Management
Connecticut
$108K +$136K +23,020 New
Principal Financial Group
102
Principal Financial Group
Iowa
$107K +$24.5K +4,135 +22%
OAM
103
Oppenheimer Asset Management
New York
$105K -$5.01K -846 -4%
CIP
104
Cornerstone Investment Partners
Georgia
$97.3K -$8.97K -1,516 -7%
Wells Fargo
105
Wells Fargo
California
$95.6K -$148K -24,956 -55%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$94.5K +$28.6K +4,833 +32%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$94K -$840 -142 -0.7%
LPL Financial
108
LPL Financial
California
$91K +$115K +19,397 New
SG Americas Securities
109
SG Americas Securities
New York
$89K +$113K +19,022 New
TRCT
110
Tower Research Capital (TRC)
New York
$87.7K +$51.4K +8,679 +87%
ECM
111
ExodusPoint Capital Management
New York
$84K +$106K +17,992 New
UBS Group
112
UBS Group
Switzerland
$79.3K +$96.4K +16,286 +2,573%
Pictet Asset Management
113
Pictet Asset Management
Switzerland
$69.7K +$87.9K +14,859 New
YIH
114
Y-Intercept (HK)
Hong Kong
$65.5K +$82.6K +13,962 New
LCM
115
Laurion Capital Management
New York
$58.6K +$73.9K +12,487 New
Victory Capital Management
116
Victory Capital Management
Texas
$57.6K +$1.49K +251 +2%
SWA
117
Stratos Wealth Advisors
Ohio
$54.6K -$5.03K -850 -7%
AC
118
AXQ Capital
New Jersey
$53K +$66.9K +11,300 New
Lazard Asset Management
119
Lazard Asset Management
New York
$45K +$5.62K +950 +11%
New York State Teachers Retirement System (NYSTRS)
120
New York State Teachers Retirement System (NYSTRS)
New York
$45K +$16.5K +2,787 +41%
BCV
121
Banque Cantonale Vaudoise
Switzerland
$43K
AB
122
Amalgamated Bank
New York
$42K -$2.82K -477 -5%
VI
123
Vestcor Inc
New Brunswick, Canada
$41K +$51.3K +8,678 New
AIP
124
Ameritas Investment Partners
Nebraska
$36.5K -$6.88K -1,163 -13%
Citigroup
125
Citigroup
New York
$33.2K -$593K -100,199 -93%

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.