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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
PTC
126
Private Trust Company
Ohio
$193
JWA
127
JFS Wealth Advisors
Pennsylvania
$181 -$6 -1 -3%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$180 +$182 +29 New
SIC
129
SJS Investment Consulting
Ohio
$50 -$6 -1 -11%
EWA
130
EverSource Wealth Advisors
Alabama
$36 +$38 +6 New
DPW
131
DiNuzzo Private Wealth
Pennsylvania
$32 -$19 -3 -38%
AQR Capital Management
132
AQR Capital Management
Connecticut
-$967K -145,918 Closed
Two Sigma Investments
133
Two Sigma Investments
New York
-$669K -100,971 Closed
CIC
134
Cornercap Investment Counsel
Georgia
-$630K -94,991 Closed
Millennium Management
135
Millennium Management
New York
-$426K -64,206 Closed
NYLIM
136
New York Life Investment Management
New York
-$310K -46,725 Closed
PI
137
PEAK6 Investments
Illinois
-$257K -38,833 Closed
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
-$205K -30,890 Closed
SG Americas Securities
139
SG Americas Securities
New York
-$192K -29,000 Closed
XT
140
XTX Topco
Cayman Islands
-$173K -26,063 Closed
Principal Financial Group
141
Principal Financial Group
Iowa
-$169K -25,420 Closed
Walleye Capital
142
Walleye Capital
New York
-$161K -24,252 Closed
JF
143
Jump Financial
Illinois
-$133K -20,000 Closed
AC
144
AXQ Capital
New Jersey
-$129K -19,500 Closed
SWA
145
Stratos Wealth Advisors
Ohio
-$77.2K -11,650 Closed
Lazard Asset Management
146
Lazard Asset Management
New York
-$61K -9,351 Closed
QL
147
Quarry LP
New York
-$56.1K -8,460 Closed
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
-$39.9K -6,014 Closed
SSG
149
Summit Securities Group
New York
-$31K -4,639 Closed
Simplex Trading
150
Simplex Trading
Illinois
-$16.7K -2,667 Closed

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.