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Stagwell

145 hedge funds and large institutions have $649M invested in Stagwell in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $111K

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

13% more funds holding

Funds holding: 128145 (+17)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

2% more capital invested

Capital invested by funds: $638M → $649M (+$10.5M)

0.63% less ownership

Funds ownership: 83.27%82.64% (-0.63%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
145
Holders Change
+17
Holders Change %
+13.28%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
46
Reduced
43
Closed
7
Calls
$1.11M
Puts
$111K
Net Calls
+$999K
Net Calls Change
-$301K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
126
Quadrant Capital Group
Ohio
$8.34K
LC
127
Lindbrook Capital
California
$6.68K +$1.53K +223 +31%
S
128
SignatureFD
Georgia
$3.56K +$3.47K +507 New
US Bancorp
129
US Bancorp
Minnesota
$2.75K
AAP
130
Arax Advisory Partners
Colorado
$2.14K
SCM
131
Sterling Capital Management
North Carolina
$1.95K +$1.9K +277 New
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$1.53K +$295 +43 +25%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$1K +$439 +64 +320%
DFA
134
DHJJ Financial Advisors
Illinois
$597
BGAI
135
Bruce G. Allen Investments
Colorado
$498 +$486 +71 New
GI
136
GAMMA Investing
California
$386 +$377 +55 New
CPA
137
Capital Performance Advisors
California
$316 +$308 +45 New
JWA
138
JFS Wealth Advisors
Pennsylvania
$211 +$7 +1 +3%
CAS
139
Coppell Advisory Solutions
Texas
$107
SIC
140
SJS Investment Consulting
Ohio
$57
DPW
141
DiNuzzo Private Wealth
Pennsylvania
$43
EWA
142
EverSource Wealth Advisors
Alabama
$42
CA
143
Claris Advisors
Missouri
$21 +$21 +3 New
FP
144
Foundry Partners
Minnesota
-$3.46M -506,610 Closed
AA
145
Ancora Advisors
Ohio
-$2.1M -308,487 Closed
1C
146
1060 Capital
Colorado
-$1.36M -200,000 Closed
CCIA
147
Campbell & Co Investment Adviser
Maryland
-$405K -59,329 Closed
BCV
148
Banque Cantonale Vaudoise
Switzerland
-$74K -10,843 Closed
I
149
InceptionR
California
-$70.3K -10,305 Closed
QL
150
Quarry LP
New York
-$28.7K -4,205 Closed

STGW Hedge Fund Activity: Q3 2024 in Review

145 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q3 2024, worth a combined $649M — up 1.6% from $638M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new STGW positions and 7 closed out — a net gain of 18 holders — while 46 added to existing stakes and 43 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $4.69M. The largest seller was My Personal CFO LLC, cutting an estimated $5.36M.

  • 145 institutional investors held Stagwell (STGW) as of Q3 2024, up from 128 in Q2 2024.
  • Funds reported $649M of Stagwell stock for Q3 2024, up 1.6% quarter-over-quarter.
  • 25 funds opened new Stagwell positions in Q3 2024 and 7 closed out, a net change of +18 holders.
  • The largest Stagwell buyer in Q3 2024 was Harbor Capital Advisors, an estimated $4.69M added.
  • The largest Stagwell seller in Q3 2024 was My Personal CFO LLC, an estimated $5.36M sold.

Based on aggregated 13F filings for Q3 2024.