STGW icon

Stagwell
STGW

Overview Fund Activity

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
Holders
145
Holders Change
+17
Holders Change %
+13.28%
% of All Funds
2.1%
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

Top Buyers

1
HCA
1
Harbor Capital Advisors
Illinois
$8.72M
2
Boston Partners
2
Boston Partners
Massachusetts
$15.5M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$37.9M
4
6CM
4
683 Capital Management
New York
$2.7M
5
Bank of America
5
Bank of America
North Carolina
$3.71M

Top Sellers

1
MPCL
1
My Personal CFO LLC
Washington
$3.98M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$135M
3
CM
3
CastleKnight Management
New York
$1.67M
4
FP
4
Foundry Partners
Minnesota
$0
5
CWM
5
CCG Wealth Management
California
$421K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
126
Quadrant Capital Group
Ohio
$8.34K – – –
LC
127
Lindbrook Capital
California
$6.68K +$1.57K +223 +31%
S
128
SignatureFD
Georgia
$3.56K +$3.56K +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 +$1.95K +277 New
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$1.53K +$302 +43 +25%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$1K +$762 +64 +320%
DFA
134
DHJJ Financial Advisors
Illinois
$597 – – –
BGAI
135
Bruce G. Allen Investments
Colorado
$498 +$498 +71 New
GI
136
GAMMA Investing
California
$386 +$386 +55 New
CPA
137
Capital Performance Advisors
California
$316 +$316 +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
2 3 4 5
6