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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
Simplex Trading
126
Simplex Trading
Illinois
$17K +$7.26K +1,457 +120%
AFS
127
Annapolis Financial Services
Maryland
$16.4K
Comerica Bank
128
Comerica Bank
Texas
$16.4K +$11.1K +2,234 +963%
QCG
129
Quadrant Capital Group
Ohio
$6.92K +$3.51K +704 +207%
LC
130
Lindbrook Capital
California
$2.86K +$2.15K +431 New
BTI
131
Blue Trust Inc
Georgia
$2K +$1.86K +373 New
Osaic Holdings
132
Osaic Holdings
Arizona
$921 -$8.27K -1,659 -92%
DFA
133
DHJJ Financial Advisors
Illinois
$564
US Bancorp
134
US Bancorp
Minnesota
$312 +$234 +47 New
PTC
135
Private Trust Company
Ohio
$206
JWA
136
JFS Wealth Advisors
Pennsylvania
$199 +$145 +29 +2,900%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$146 +$110 +22 New
CAS
138
Coppell Advisory Solutions
Texas
$99 +$75 +15 New
SIC
139
SJS Investment Consulting
Ohio
$60
DPW
140
DiNuzzo Private Wealth
Pennsylvania
$54 +$40 +8 New
Select Equity Group
141
Select Equity Group
New York
-$24.7M -5,267,199 Closed
RCMC
142
RK Capital Management (Colorado)
Colorado
-$8M -1,705,132 Closed
CEI
143
Clark Estates Inc
New York
-$2.25M -480,000 Closed
HF
144
HRT Financial
New York
-$719K -153,336 Closed
Tudor Investment Corp
145
Tudor Investment Corp
Connecticut
-$704K -150,000 Closed
TI
146
Trexquant Investment
Connecticut
-$654K -139,407 Closed
WCM
147
Wedge Capital Management
North Carolina
-$399K -85,060 Closed
Squarepoint
148
Squarepoint
New York
-$360K -76,696 Closed
GCM
149
Graham Capital Management
Connecticut
-$320K -68,231 Closed
C
150
Covestor
United Kingdom
-$300K -60,241 -100%

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.