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Stagwell

133 hedge funds and large institutions have $596M invested in Stagwell in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

708% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $343K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

2.44% more ownership

Funds ownership: 79.52%81.97% (+2.4%)

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

6% less funds holding

Funds holding: 141133 (-8)

6% less capital invested

Capital invested by funds: $636M → $596M (-$39.6M)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
1.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
14
Increased
47
Reduced
47
Closed
21
Calls
$2.77M
Puts
$343K
Net Calls
+$2.43M
Net Calls Change
+$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
101
Advisor Resource Council
Texas
$71K -$178K -28,438 -73%
Creative Planning
102
Creative Planning
Kansas
$67.2K -$3.12K -499 -4%
Handelsbanken Fonder
103
Handelsbanken Fonder
Sweden
$67K
I
104
InceptionR
California
$64.2K +$64.6K +10,325 New
BCV
105
Banque Cantonale Vaudoise
Switzerland
$64K +$6.26K +1,001 +11%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$63.2K -$51.9K -8,300 -45%
CGL
107
Clarius Group LLC
Washington
$62.2K -$219K -35,000 -78%
VI
108
Vestcor Inc
New Brunswick, Canada
$54K
AIP
109
Ameritas Investment Partners
Nebraska
$48.4K
SOW
110
State of Wyoming
Wyoming
$37.8K +$38.1K +6,082 New
PFBT
111
Parkside Financial Bank & Trust
Missouri
$26.6K -$1.25K -200 -4%
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$19.7K -$1.79K -286 -8%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$19K +$1.09K +175 +6%
AB
114
Amalgamated Bank
New York
$17K -$31.6K -5,052 -65%
AFS
115
Annapolis Financial Services
Maryland
$15.4K
Comerica Bank
116
Comerica Bank
Texas
$15.3K
NC
117
nVerses Capital
Florida
$11.2K +$11.3K +1,800 New
QCG
118
Quadrant Capital Group
Ohio
$7.01K +$519 +83 +8%
TRCT
119
Tower Research Capital (TRC)
New York
$4.61K -$102K -16,261 -96%
Citadel Advisors
120
Citadel Advisors
Florida
$3.29K +$3.31K +529 New
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$2.98K +$3.13K +500 New
LC
122
Lindbrook Capital
California
$2.68K
US Bancorp
123
US Bancorp
Minnesota
$2.43K +$2.15K +344 +732%
DFA
124
DHJJ Financial Advisors
Illinois
$529
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$211 +$75 +12 +55%

STGW Hedge Fund Activity: Q1 2024 in Review

133 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q1 2024, worth a combined $596M — down 6.2% from $636M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of STGW and 14 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 47 added.

The largest buyer was Vanguard Group, adding an estimated $2.83M. The largest seller was Morgan Stanley, cutting an estimated $2.51M.

  • 133 institutional investors held Stagwell (STGW) as of Q1 2024, down from 141 in Q4 2023.
  • Funds reported $596M of Stagwell stock for Q1 2024, down 6.2% quarter-over-quarter.
  • 14 funds opened new Stagwell positions in Q1 2024 and 21 closed out, a net change of -7 holders.
  • The largest Stagwell buyer in Q1 2024 was Vanguard Group, an estimated $2.83M added.
  • The largest Stagwell seller in Q1 2024 was Morgan Stanley, an estimated $2.51M sold.

Based on aggregated 13F filings for Q1 2024.