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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
Citigroup
101
Citigroup
New York
$129K +$61.9K +12,423 +175%
AC
102
AXQ Capital
New Jersey
$129K +$40.9K +8,200 +73%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$122K -$8.4K -1,685 -8%
Victory Capital Management
104
Victory Capital Management
Texas
$113K +$24K +4,807 +39%
TRCT
105
Tower Research Capital (TRC)
New York
$113K -$8.47K -1,699 -9%
OAM
106
Oppenheimer Asset Management
New York
$111K -$27.8K -5,586 -25%
TPWA
107
TRUE Private Wealth Advisors
Oregon
$105K +$79.3K +15,900 New
LPL Financial
108
LPL Financial
California
$103K -$18.9K -3,790 -20%
Point72 Asset Management
109
Point72 Asset Management
Connecticut
$103K +$77.8K +15,600 New
Pictet Asset Management
110
Pictet Asset Management
Switzerland
$98.5K
SWA
111
Stratos Wealth Advisors
Ohio
$77.2K
Creative Planning
112
Creative Planning
Kansas
$74.9K +$56.3K +11,300 New
Handelsbanken Fonder
113
Handelsbanken Fonder
Sweden
$71K +$53.3K +10,700 New
GCP
114
GSA Capital Partners
United Kingdom
$70K +$52.3K +10,486 New
Lazard Asset Management
115
Lazard Asset Management
New York
$61K -$1.77K -356 -4%
BCV
116
Banque Cantonale Vaudoise
Switzerland
$61K
VI
117
Vestcor Inc
New Brunswick, Canada
$58K
QL
118
Quarry LP
New York
$56.1K +$42.2K +8,460 New
AB
119
Amalgamated Bank
New York
$52K -$5.47K -1,097 -12%
AIP
120
Ameritas Investment Partners
Nebraska
$51.6K
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$39.9K -$729K -146,317 -96%
SSG
122
Summit Securities Group
New York
$31K +$23.1K +4,639 New
PFBT
123
Parkside Financial Bank & Trust
Missouri
$29.7K +$22.3K +4,479 New
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$22.9K -$5.82K -1,167 -25%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$19K +$7.4K +1,484 +107%

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.